Long-term investor
Valmark Advisers, Inc. @valmarkadvisersinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001380443).
Record
- Tracked since 2025-06-30 (434 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months +10.2% · 1 year +16.0% · all +16.0%
- Max drawdown -0.1% · Sharpe 1.19 · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VEA · 9.2% · long · since 2025-06-30
- SPYG · 6.0% · long · since 2025-06-30
- SPYV · 6.0% · long · since 2025-06-30
- SPMD · 5.1% · long · since 2025-06-30
- VTIP · 3.9% · long · since 2025-06-30
- VOO · 3.6% · long · since 2025-06-30
- SPSB · 3.4% · long · since 2025-06-30
- SPSM · 3.1% · long · since 2025-06-30
- VWO · 2.9% · long · since 2025-06-30
- SPTM · 2.9% · long · since 2025-06-30
- VGIT · 2.2% · long · since 2025-06-30
- GUNR · 2.0% · long · since 2025-06-30