Long-term investor
Shrier Wealth Management, LLC @shrierwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002075389).
Record
- Tracked since 2025-12-31 (261 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +3.7% · 6 months n/a · 1 year n/a · all +7.0%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SGOV · 7.8% · long · since 2025-12-31
- VWO · 6.4% · long · since 2025-12-31
- IEFA · 6.3% · long · since 2025-12-31
- VUG · 5.1% · long · since 2025-12-31
- VTV · 4.1% · long · since 2025-12-31
- VIG · 3.1% · long · since 2025-12-31
- IJR · 2.9% · long · since 2025-12-31
- GLD · 2.4% · long · since 2025-12-31
- SDY · 2.2% · long · since 2025-12-31
- JPM · 2.1% · long · since 2025-12-31
- WMB · 1.8% · long · since 2025-12-31
- ENB · 1.5% · long · since 2025-12-31