Long-term investor
Virginia Estate & Retirement Planning Advisors Inc. @virginiaestateretirement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002115327).
Record
- Tracked since 2026-03-31 (160 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +1.4% · 6 months n/a · 1 year n/a · all +1.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SGOV · 28.1% · long · since 2026-03-31
- SCHD · 13.1% · long · since 2026-06-30
- VOO · 11.5% · long · since 2026-06-30
- SCHP · 10.5% · long · since 2026-06-30
- 46090E103 · 7.5% · long · since 2026-03-31
- SCHF · 3.4% · long · since 2026-03-31
- RSP · 3.4% · long · since 2026-06-30
- XSMO · 3.3% · long · since 2026-06-30
- PSLV · 3.1% · long · since 2026-03-31
- SPDV · 2.7% · long · since 2026-06-30
- AAPL · 1.8% · long · since 2026-03-31
- URA · 1.3% · long · since 2026-06-30