Long-term investor
Td Private Client Wealth LLC @tdprivateclientwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001551017).
Record
- Tracked since 2025-06-30 (434 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +6.8% · 1 year +12.2% · all +12.2%
- Max drawdown -1.8% · Sharpe 0.80 · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 8.9% · long · since 2025-06-30
- IEFA · 6.6% · long · since 2025-06-30
- VMBS · 4.9% · long · since 2025-06-30
- SPY · 4.0% · long · since 2025-06-30
- GOVT · 3.7% · long · since 2025-06-30
- VXF · 2.9% · long · since 2025-06-30
- DGRO · 2.8% · long · since 2025-06-30
- IGIB · 2.8% · long · since 2025-06-30
- VOOG · 2.6% · long · since 2025-06-30
- VGSH · 2.4% · long · since 2025-06-30
- VIG · 1.9% · long · since 2025-06-30
- IEMG · 1.8% · long · since 2025-06-30