Long-term investor
Willis Johnson & Associates, Inc. @willisjohnsonassociatesi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001853239).
Record
- Tracked since 2025-06-30 (434 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months +10.7% · 1 year +17.3% · all +17.3%
- Max drawdown -0.9% · Sharpe 1.21 · win rate 51% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYV · 21.2% · long · since 2025-06-30
- SPYG · 18.6% · long · since 2025-06-30
- VGK · 8.6% · long · since 2025-06-30
- VWO · 6.2% · long · since 2025-06-30
- VPL · 3.7% · long · since 2025-06-30
- MBB · 3.3% · long · since 2025-06-30
- FRDM · 3.2% · long · since 2025-06-30
- IJK · 3.0% · long · since 2025-06-30
- ITM · 2.6% · long · since 2025-06-30
- IEI · 2.4% · long · since 2025-06-30
- SCHO · 2.2% · long · since 2025-12-31
- IJJ · 1.9% · long · since 2025-06-30