Jennifer Lutz Portfolio
Invests via Trademark Financial Management, LLC | Managed by Mark Carlton, Sam Glubka
Invests via Trademark Financial Management, LLC
Managed by Mark Carlton, Sam Glubka
Automatically Tracked
Jennifer Lutz Profile
Growth-stage investor and operator with crossover experience in venture and strategic corporate finance, Jennifer Lutz brings portfolio construction and board-level operational support to technology and healthcare companies. Formerly involved in M&A and corporate development roles, focuses on scaling revenue models, go‑to‑market execution and governance for founder-led businesses. Active in deal sourcing, diligence and value‑creation initiatives; engages with limited partners and co-investors on growth equity and late‑stage venture mandates.
Growth-stage investor and operator with crossover experience in venture and strategic corporate finance, Jennifer Lutz brings portfolio construction and board-level operational support to technology and healthcare companies. Formerly involved in M&A and corporate development roles, focuses on scaling revenue models, go‑to‑market execution and governance for founder-led businesses. Active in deal sourcing, diligence and value‑creation initiatives; engages with limited partners and co-investors on growth equity and late‑stage venture mandates.
Investment Philosophy & Strategy
Growth-stage investor and operator who blends venture agility with corporate finance rigor to back scaling technology and healthcare companies. Prefers late‑stage growth equity and crossover deals, underwriting durable revenue models, repeatable go‑to‑market engines and founder-led governance. Capital allocation favors concentrated, board‑level positions where active diligence, operational playbooks and LP/co‑investor syndication accelerate commercialization and de‑risk path to profitable scale.
Growth-stage investor and operator who blends venture agility with corporate finance rigor to back scaling technology and healthcare companies. Prefers late‑stage growth equity and crossover deals, underwriting durable revenue models, repeatable go‑to‑market engines and founder-led governance. Capital allocation favors concentrated, board‑level positions where active diligence, operational playbooks and LP/co‑investor syndication accelerate commercialization and de‑risk path to profitable scale.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
49.5%
Gain +0.13%
Monthly
1.22%
Yearly
15.66%
Drawdown
13.45%
$249.02M
Equity
Holdings
$249.02M
Investment
$203.41M
$62.35M
Profit +$213,456.76
Realized
$16.74M
Unrealized
$45.61M
Dividends
$8.4M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$213,456.76
Win %
74%
This Week
Compared To Last Week
Gain
0.18%
Profit
$445,249.1
Win %
74%
This Month
Compared to last month
Gain
1.22%
Profit
$3.01M
Win %
74%
This Year
Compared to last year
Gain
1.74%
Profit
$4.34M
Win %
74%
CAT Caterpillar Inc.
+3.31%
+$6,138.57 
NVDA NVIDIA Corporation
+1.6%
+$13,215.44 
MSFT Microsoft Corp.
+1.46%
+$33,968.68 
PWRD TCW Transform Systems ETF
+1.44%
+$13,419.21 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.11%
+$4,523.85 
NULG Nuveen ESG Large-Cap Growth ETF
+1.08%
+$6,158.88 
QGRW WisdomTree U.S. Quality Growth Fund
+1%
+$10,017 
USRT iShares Core U.S. REIT ETF
+0.96%
+$5,964.07 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$24,820.7 
ROK Rockwell Automation, Inc.
+0.87%
+$3,033.61 
IWY iShares Russell Top 200 Growth ETF
+0.86%
+$6,311.83 
FWD AB Disruptors ETF
+0.84%
+$12,071.46 
VUG Vanguard Growth ETF
+0.79%
+$5,074.97 
BRK-B Berkshire Hathaway Inc.
+0.74%
+$1,610.14 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.69%
+$3,425.4 
QQQ Invesco QQQ Trust, Series 1
+0.68%
+$34,989.89 
ESGU iShares ESG Aware MSCI USA ETF
+0.68%
+$2,633.5 
OEF iShares S&P 100 ETF
+0.68%
+$5,908.87 
FSMD Fidelity Small-Mid Multifactor ETF
+0.67%
+$28,687.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.66%
+$1,407.84 
AMZN Amazon.com Inc
+0.66%
+$6,659.96 
QQQM Invesco NASDAQ 100 ETF
+0.66%
+$87,896.23 
DFUS Dimensional U.S. Equity Market ETF
+0.66%
+$6,382.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.66%
+$53,527.29 
IJH iShares Core S&P Mid-Cap ETF
+0.65%
+$2,090.88 
USMV iShares MSCI USA Min Vol Factor ETF
+0.65%
+$1,587.2 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.64%
+$2,792.4 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$9,151.16 
IVV iShares Core S&P 500 ETF
+0.63%
+$150,758.64 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.63%
+$8,079.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.63%
+$65,485.03 
VOO Vanguard S&P 500 ETF
+0.62%
+$1,374.85 
VIG Vanguard Dividend Appreciation ETF
+0.62%
+$16,124.54 
NULV Nuveen ESG Large-Cap Value ETF
+0.62%
+$3,008.28 
DFSU Dimensional US Sustainability Core 1 ETF
+0.61%
+$1,652.88 
BKDV BNY Mellon Dynamic Value ETF
+0.6%
+$5,149.19 
ESGV Vanguard ESG U.S. Stock ETF
+0.59%
+$24,108.51 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.58%
+$3,453.6 
VB Vanguard Small-Cap ETF
+0.57%
+$2,070.75 
AVUS Avantis U.S. Equity ETF
+0.56%
+$6,420.96 
SMH VanEck Semiconductor ETF
+0.56%
+$19,759.19 
EWJ iShares MSCI Japan ETF
+0.56%
+$1,221 
GVAL Cambria Global Value ETF
+0.51%
+$4,424.8 
MGV Vanguard Mega Cap Value ETF
+0.46%
+$22,026.75 
AVSD Avantis Responsible International Equity ETF
+0.46%
+$3,745.5 
IDMO Invesco S&P International Developed Momentum ETF
+0.45%
+$43,006.97 
PVAL Putnam Focused Large Cap Value ETF
+0.39%
+$56,251.79 
AVDE Avantis International Equity ETF
+0.35%
+$8,182.08 
DFSI Dimensional International Sustainability Core 1 ETF
+0.35%
+$2,655.52 
MOAT VanEck Morningstar Wide Moat Fund
+0.34%
+$2,521.92 
FVD First Trust Value Line Dividend Index Fund
+0.34%
+$1,894.24 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$6,221.74 
IAU iShares Gold Trust
+0.33%
+$13,275.34 
JPIB JPMorgan International Bond ETF
+0.33%
+$1,302.15 
DFIV Dimensional International Value ETF
+0.33%
+$43,857.21 
VFLO VictoryShares Free Cash Flow ETF
+0.32%
+$30,225.53 
DFUV Dimensional US Marketwide Value ETF
+0.3%
+$706.2 
FGDL Franklin Responsibly Sourced Gold ETF
+0.28%
+$1,553.68 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.28%
+$1,876.43 
FYLD Cambria Foreign Shareholder Yield ETF
+0.28%
+$1,089.88 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.25%
+$532.65 
PYLD PIMCO Multisector Bond Active ETF
+0.24%
+$5,840.76 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.23%
+$669.44 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$2,052.57 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.21%
+$1,130.94 
IJR iShares Core S&P Small-Cap ETF
+0.21%
+$815.47 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.21%
+$667.2 
WCPB Weitz Core Plus Bond ETF
+0.21%
+$925.35 
SPMO Invesco S&P 500 Momentum ETF
+0.2%
+$19,305.9 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.19%
+$1,899.9 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+0.19%
+$541.94 
COWZ Pacer US Cash Cows 100 ETF
+0.16%
+$2,569.05 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.12%
+$573.13 
EVTR Eaton Vance Total Return Fund
+0.11%
+$1,829.74 
UBND VictoryShares Core Plus Intermediate Bond Fund
+0.1%
+$808.58 
COST Costco Wholesale Corporation
+0.08%
+$589.8 
USTB VictoryShares Short-Term Bond ETF
+0.07%
+$4,613.52 
AVDV Avantis International Small Cap Value ETF
+0.06%
+$1,199.59 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.06%
+$606.36 
FBND Fidelity Total Bond ETF
+0.06%
+$430.57 
JCPB JPMorgan Core Plus Bond ETF
+0.06%
+$6,575.57 
CLOI VanEck CLO ETF
+0.04%
+$571.6 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,275.43 
STIP iShares 0-5 Year TIPS Bond ETF
+0.03%
+$927 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.02%
+$43.86 
VRIG Invesco Variable Rate Investment Grade ETF
+0.02%
+$127.84 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.01%
+$42.01 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$46.44 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$42.51 
AVSU Avantis Responsible U.S. Equity ETF
0%
$0 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 BPRE
BPRE
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
-25.31%
-$63,151 
XES SPDR S&P Oil & Gas Equipment & Services ETF
-1.52%
-$3,693.6 
XBI SPDR S&P Biotech ETF
-1.33%
-$6,505.2 
GDX VanEck Gold Miners ETF
-0.57%
-$14,951 
AAPL Apple Inc.
-0.43%
-$3,528.71 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.39%
-$17,596.28 
AVSE Avantis Responsible Emerging Markets Equity ETF
-0.37%
-$921 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.28%
-$600.88 
XOM Exxon Mobil Corporation
-0.27%
-$1,216.16 
AVEM Avantis Emerging Markets Equity ETF
-0.23%
-$3,252.26 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.17%
-$5,669.6 
FRDM Freedom 100 Emerging Markets ETF
-0.14%
-$10,905.8 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.07%
-$893.79 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$105.41 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$34.98 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 970 | Longs Won 736/970 75% | Profit Factor 22.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $265,077.08 |
| Average Win $88,657.81 | Best Trade (Oct 06) $6.28M | Sharpe Ratio -9.34 |
| Average Loss -$12,401.32 | Worst Trade (Oct 07) -$239,060 | Z-Score 4.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $64,278.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,442 | $480,056.5 | $809,388.69 | - | $329,332.19 | 68.6% | -0.434% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 2,925 | $249,532 | $186,381 | - | -$63,151 | -25.31% | -25.308% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 18,849 | $551,710 | $539,835.36 | - | -$11,874.64 | -2.15% | +0.21% |
| AMZN Amazon.com Inc | 4,012 | $649,695.61 | $1.02M | - | $365,581.11 | 56.27% | +0.66% |
| AVDE Avantis International Equity ETF | 25,569 | $1.96M | $2.32M | - | $357,001.5 | 18.2% | +0.354% |
| AVDV Avantis International Small Cap Value ETF | 17,137 | $1.52M | $1.87M | - | $353,216.83 | 23.28% | +0.064% |
| AVEM Avantis Emerging Markets Equity ETF | 14,783 | $1.32M | $1.43M | - | $105,555.36 | 8% | -0.228% |
| AVSD Avantis Responsible International Equity ETF | 10,304 | $605,523.54 | $823,444.16 | - | $217,920.62 | 35.99% | +0.457% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 3,070 | $199,460.62 | $249,099.8 | - | $49,639.18 | 24.89% | -0.368% |
| AVSU Avantis Responsible U.S. Equity ETF | 6,365 | $426,207.83 | $568,216.92 | - | $142,009.09 | 33.32% | 0.0 |
| AVUS Avantis U.S. Equity ETF | 8,736 | $717,540.65 | $1.14M | - | $426,744.31 | 59.47% | +0.564% |
| BKDV BNY Mellon Dynamic Value ETF | 25,118 | $725,311.2 | $861,672.99 | - | $136,361.79 | 18.8% | +0.601% |
| BKGI BNY Mellon Global Infrastructure Income Fund | 14,390 | $580,127.2 | $602,221.5 | - | $22,094.3 | 3.81% | +0.577% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 4,251 | $497,750 | $503,615.97 | - | $5,865.97 | 1.18% | +0.008% |
| BPRE BPRE | 29,830 | $447,450 | $447,450 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 434 | $217,169 | $220,458.98 | - | $3,289.98 | 1.51% | +0.736% |
| CAT Caterpillar Inc. | 219 | $233,213 | $191,881.23 | - | -$41,331.77 | -17.72% | +3.305% |
| CGMM Capital Group U.S. Small and Mid Cap ETF | 40,398 | $1.18M | $1.29M | - | $104,299.39 | 8.82% | +0.632% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 37,998 | $1.04M | $999,347.4 | - | -$42,854.88 | -4.11% | +0.19% |
| CLOI VanEck CLO ETF | 28,580 | $1.51M | $1.51M | - | -$2,938.23 | -0.19% | +0.038% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jennifer Lutz?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $2.94M, Invesco QQQ Trust, Series 1 - $2.23M, Vanguard Mega Cap Value ETF - $1.13M, iShares MSCI USA Quality Factor ETF - $1.04M, and Avantis U.S. Equity ETF - $1.03M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Apple Inc - $145,669, Thrivent Small-Mid Cap ESG ETF - $103,726.5, Tesla, Inc - $73,780.15, Goldman Sachs Small Cap Core Equity ETF - $56,721.29, and SPDR S&P Dividend ETF - $50,192.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Lutz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.4M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $784,796.73, JPMorgan Ultra-Short Income ETF - $775,291.99, iShares Core S&P 500 ETF - $636,952.19, Dimensional International Value ETF - $394,138.9, and VanEck CLO ETF - $377,899.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Lutz's monthly returns?
Jennifer Lutz's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jennifer Lutz's strategy be considered aggressive or moderate?
Jennifer Lutz's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jennifer Lutz's strategy?
Jennifer Lutz's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
