Long-term investor
Tiaa Trust, National Association @tiaatrustnationalassocia
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001997405).
Record
- Tracked since 2025-06-30 (434 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months +9.8% · 1 year +16.5% · all +16.5%
- Max drawdown -1.8% · Sharpe 1.02 · win rate 57% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEFA · 8.7% · long · since 2025-06-30
- VOO · 5.2% · long · since 2025-06-30
- VUG · 4.1% · long · since 2025-06-30
- IEMG · 3.9% · long · since 2025-06-30
- VTV · 3.9% · long · since 2025-06-30
- VEA · 3.6% · long · since 2025-06-30
- VONV · 3.5% · long · since 2025-06-30
- IWY · 3.3% · long · since 2025-06-30
- VONG · 2.9% · long · since 2025-06-30
- SPDW · 2.8% · long · since 2025-06-30
- IWX · 2.5% · long · since 2025-06-30
- IVV · 2.2% · long · since 2025-06-30