Long-term investor
Strategic Financial Planning, Inc. @strategicfinancialplanni
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802277).
Record
- Tracked since 2025-06-30 (449 days), 131 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.9% · 1 year n/a · all +0.9%
- Max drawdown n/a · win rate 79% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524102 · 12.7% · long · since 2025-06-30
- 808524607 · 11.4% · long · since 2025-06-30
- 922042858 · 9.8% · long · since 2025-06-30
- 78463X889 · 9.3% · long · since 2025-06-30
- 78468R853 · 6.5% · long · since 2025-06-30
- 922042718 · 6.3% · long · since 2025-06-30
- 808524847 · 6.2% · long · since 2025-06-30
- 808524888 · 4.0% · long · since 2025-06-30
- 808524631 · 3.2% · long · since 2025-06-30
- 922908769 · 3.1% · long · since 2025-06-30
- 808524805 · 2.8% · long · since 2025-06-30
- 922042676 · 2.7% · long · since 2025-06-30