Long-term investor
Xml Financial, LLC @xmlfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800465).
Record
- Tracked since 2025-06-30 (434 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months +9.2% · 1 year +16.4% · all +16.4%
- Max drawdown -1.1% · Sharpe 1.16 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHG · 4.1% · long · since 2025-06-30
- DGRO · 3.2% · long · since 2025-06-30
- SCHV · 3.2% · long · since 2025-06-30
- VGT · 2.5% · long · since 2025-06-30
- IWF · 2.5% · long · since 2025-06-30
- IWB · 2.4% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- IVV · 2.0% · long · since 2025-06-30
- IWR · 1.9% · long · since 2025-06-30
- BSV · 1.8% · long · since 2025-09-30
- MSFT · 1.6% · long · since 2025-06-30
- PTY · 1.5% · long · since 2025-06-30