Long-term investor
Souders Financial Advisors @soudersfinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001811240).
Record
- Tracked since 2025-06-30 (434 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months +8.1% · 1 year +13.6% · all +13.6%
- Max drawdown -2.3% · Sharpe 0.81 · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGCP · 7.7% · long · since 2025-06-30
- CGDV · 5.1% · long · since 2025-06-30
- CGUS · 4.7% · long · since 2025-06-30
- VXUS · 4.5% · long · since 2025-06-30
- VOO · 4.1% · long · since 2025-06-30
- TKNZ · 3.3% · long · since 2025-06-30
- FBND · 3.3% · long · since 2025-06-30
- SCHD · 2.8% · long · since 2025-06-30
- SCHG · 2.8% · long · since 2025-06-30
- JPST · 2.3% · long · since 2025-06-30
- SPYM · 2.3% · long · since 2025-12-31
- CGGR · 2.2% · long · since 2025-06-30