Long-term investor
Schorn Wealth LLC @schornwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001792851).
Record
- Tracked since 2025-06-30 (434 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months +7.1% · 1 year +14.0% · all +14.0%
- Max drawdown -3.1% · Sharpe 0.70 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DGRW · 15.6% · long · since 2025-06-30
- FFEB · 7.9% · long · since 2025-06-30
- SMH · 7.2% · long · since 2025-06-30
- VTIP · 6.6% · long · since 2025-06-30
- VRIG · 6.6% · long · since 2025-06-30
- TRPA · 6.5% · long · since 2025-06-30
- XLK · 5.5% · long · since 2025-06-30
- EQWL · 4.7% · long · since 2025-06-30
- FFLC · 4.3% · long · since 2025-06-30
- OEF · 3.5% · long · since 2025-06-30
- AIRR · 3.0% · long · since 2025-06-30
- IVV · 2.9% · long · since 2025-06-30