Long-term investor
Weinberger Asset Management, Inc. @weinbergerassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002051705).
Record
- Tracked since 2025-06-30 (445 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +13.6% · 6 months n/a · 1 year +20.1% · all +20.1%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 12.4% · long · since 2025-06-30
- PM · 7.8% · long · since 2025-06-30
- SCHG · 6.1% · long · since 2025-06-30
- DFAU · 5.3% · long · since 2025-06-30
- VBR · 4.8% · long · since 2025-06-30
- SCHB · 4.6% · long · since 2025-06-30
- VTV · 4.0% · long · since 2025-06-30
- DUHP · 3.8% · long · since 2025-06-30
- VOE · 2.8% · long · since 2025-06-30
- DFUV · 2.7% · long · since 2025-06-30
- VUG · 2.7% · long · since 2025-06-30
- SCHF · 2.7% · long · since 2025-06-30