Long-term investor
Wbh Advisory Inc. @wbhadvisoryinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001259671).
Record
- Tracked since 2025-06-30 (434 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months +6.0% · 1 year +12.5% · all +12.5%
- Max drawdown -3.2% · Sharpe 0.63 · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 5.2% · long · since 2025-06-30
- VGT · 5.1% · long · since 2025-06-30
- SPYM · 4.4% · long · since 2025-06-30
- SCHB · 4.0% · long · since 2025-06-30
- XLK · 3.6% · long · since 2025-06-30
- VXUS · 2.8% · long · since 2025-06-30
- FBND · 2.2% · long · since 2025-06-30
- BDYN · 2.0% · long · since 2025-09-30
- VB · 1.8% · long · since 2025-06-30
- SCHX · 1.7% · long · since 2025-06-30
- SCHG · 1.6% · long · since 2025-06-30
- IVV · 1.6% · long · since 2025-06-30