Long-term investor
Vestmark Advisory Solutions, Inc. @vestmarkadvisorysolution
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001736982).
Record
- Tracked since 2025-06-30 (434 days), 198 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months +6.9% · 1 year +13.5% · all +13.5%
- Max drawdown -1.8% · Sharpe 0.84 · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 2.8% · long · since 2025-06-30
- BBUS · 2.3% · long · since 2025-06-30
- DFAC · 2.1% · long · since 2025-06-30
- VOO · 1.8% · long · since 2025-06-30
- AAPL · 1.6% · long · since 2025-06-30
- NVDA · 1.5% · long · since 2025-06-30
- VXUS · 1.4% · long · since 2025-06-30
- BND · 1.3% · long · since 2025-06-30
- MSFT · 1.1% · long · since 2025-06-30
- JCPB · 1.1% · long · since 2025-06-30
- GOOGL · 1.0% · long · since 2025-06-30
- BOKF · 1.0% · long · since 2026-06-30