Long-term investor
Rtd Financial Advisors, Inc. @rtdfinancialadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001810555).
Record
- Tracked since 2025-06-30 (445 days), 12 trades recorded
- Returns: week n/a · month n/a · 90 days +11.7% · 6 months n/a · 1 year +18.1% · all +18.1%
- Max drawdown n/a · win rate 55% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 12.4% · long · since 2025-06-30
- IJH · 5.4% · long · since 2025-06-30
- IWF · 4.9% · long · since 2025-06-30
- GTO · 4.4% · long · since 2025-06-30
- IJR · 4.4% · long · since 2025-06-30
- IWB · 4.2% · long · since 2025-06-30
- IWX · 3.2% · long · since 2025-12-31
- IWP · 3.1% · long · since 2025-06-30
- IWS · 2.6% · long · since 2025-06-30
- IWY · 2.6% · long · since 2025-12-31
- EFG · 2.5% · long · since 2025-06-30
- VO · 2.3% · long · since 2025-06-30