Long-term investor
S. R. Schill & Associates @srschillassociates
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001616004).
Record
- Tracked since 2025-06-30 (445 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year +13.3% · all +13.3%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEFA · 15.5% · long · since 2025-06-30
- SPYM · 14.5% · long · since 2025-06-30
- SPTI · 14.1% · long · since 2025-06-30
- USRT · 13.1% · long · since 2025-06-30
- VTWO · 12.4% · long · since 2025-06-30
- SPTS · 6.4% · long · since 2025-06-30
- VGLT · 3.9% · long · since 2025-06-30
- IEMG · 3.6% · long · since 2026-03-31
- DTCR · 3.3% · long · since 2026-03-31
- BCI · 3.2% · long · since 2026-03-31
- REMX · 2.7% · long · since 2026-03-31
- SHYG · 1.6% · long · since 2025-06-30