Long-term investor
Whi Trust Co. LLC @whitrustcollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002013902).
Record
- Tracked since 2025-12-31 (250 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months n/a · 1 year n/a · all +5.8%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AGG · 31.0% · long · since 2025-12-31
- ACWX · 27.1% · long · since 2025-12-31
- IVV · 19.3% · long · since 2025-12-31
- ACWI · 7.0% · long · since 2025-12-31
- IWV · 4.8% · long · since 2025-12-31
- IEF · 3.0% · long · since 2025-12-31
- SHY · 2.1% · long · since 2025-12-31
- DSI · 1.1% · long · since 2025-12-31
- SUSA · 1.0% · long · since 2025-12-31
- MSFT · 0.6% · long · since 2025-12-31
- TRV · 0.5% · long · since 2025-12-31
- AAPL · 0.5% · long · since 2025-12-31