Long-term investor
Verabank, N.a. @verabankna
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767297).
Record
- Tracked since 2025-06-30 (434 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months +8.9% · 1 year +15.7% · all +15.7%
- Max drawdown -1.6% · Sharpe 1.11 · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 8.3% · long · since 2025-06-30
- QDF · 7.1% · long · since 2025-06-30
- IVV · 6.6% · long · since 2025-06-30
- VUG · 5.9% · long · since 2025-06-30
- BLUEBELL8 · 5.4% · long · since 2025-06-30
- DFIC · 4.7% · long · since 2025-06-30
- DFLV · 4.6% · long · since 2025-06-30
- AVEM · 4.5% · long · since 2025-06-30
- VIGI · 4.0% · long · since 2025-06-30
- DFIV · 3.3% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- GOOG · 2.1% · long · since 2025-06-30