Long-term investor
Wfa Of San Diego, LLC @wfaofsandiegollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001821407).
Record
- Tracked since 2025-06-30 (434 days), 125 trades recorded
- Returns: week n/a · month n/a · 90 days +13.1% · 6 months +14.1% · 1 year +21.9% · all +21.9%
- Max drawdown -1.6% · Sharpe 1.07 · win rate 48% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 12.8% · long · since 2025-06-30
- VTI · 9.2% · long · since 2025-06-30
- BND · 4.1% · long · since 2025-06-30
- VONG · 3.5% · long · since 2025-06-30
- VONV · 3.1% · long · since 2025-06-30
- PRF · 2.7% · long · since 2025-06-30
- SCHI · 2.6% · long · since 2025-06-30
- VIG · 2.6% · long · since 2025-06-30
- BRK-B · 2.4% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- SPLV · 2.2% · long · since 2025-06-30
- VMBS · 2.2% · long · since 2025-06-30