Long-term investor
Winthrop Advisory Group LLC @winthropadvisorygroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001739043).
Record
- Tracked since 2025-06-30 (434 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days +13.3% · 6 months +11.0% · 1 year +19.3% · all +19.3%
- Max drawdown -3.8% · Sharpe 0.91 · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ITOT · 11.3% · long · since 2025-06-30
- IVV · 10.0% · long · since 2025-06-30
- ACWX · 7.1% · long · since 2025-06-30
- IWB · 6.8% · long · since 2025-06-30
- 46090E103 · 6.3% · long · since 2025-06-30
- SCHB · 4.9% · long · since 2025-06-30
- VTI · 4.8% · long · since 2025-06-30
- ICSH · 4.6% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- IJH · 2.8% · long · since 2025-06-30
- SPTM · 2.8% · long · since 2025-06-30
- DGRW · 2.3% · long · since 2025-06-30