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:
49.98%
Gain +3.81%
Monthly
1.31%
Yearly
16.87%
Drawdown
13.45%
$249.43M
Equity
Holdings
$249.43M
Investment
$203.41M
$62.82M
Profit +$6.42M
Realized
$16.8M
Unrealized
$46.02M
Dividends
$7.85M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.81%
Profit
$6.42M
Win %
79%
This Week
Compared To Last Week
Gain
2.92%
Profit
$7.08M
Win %
79%
This Month
Compared to last month
Gain
2.92%
Profit
$7.08M
Win %
79%
This Year
Compared to last year
Gain
1.93%
Profit
$4.81M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$144,752.92 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+3.09%
+$7,192.8 
MSFT Microsoft Corp.
+3.02%
+$60,241.22 
NVDA NVIDIA Corporation
+2.93%
+$19,676.68 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$19,604.7 
ROK Rockwell Automation, Inc.
+1.93%
+$6,965.74 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$6,054.16 
PWRD TCW Transform Systems ETF
+1.38%
+$12,619.95 
FWD AB Disruptors ETF
+1.2%
+$15,777.61 
VUG Vanguard Growth ETF
+1.1%
+$6,465.36 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$1,947.68 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$31,749.76 
OEF iShares S&P 100 ETF
+0.95%
+$7,788.44 
BKDV BNY Mellon Dynamic Value ETF
+0.92%
+$7,786.54 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$5,678.24 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$18,107.05 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,852.35 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,506.61 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,633.48 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$3,347.55 
CAT Caterpillar Inc.
+0.7%
+$1,241.73 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$6,440.01 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$83,179.44 
IVV iShares Core S&P 500 ETF
+0.69%
+$156,887.04 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$26,327.21 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$67,193.33 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$1,759.34 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$46,894.94 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$30,107.64 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,606.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,206.73 
AVUS Avantis U.S. Equity ETF
+0.57%
+$6,289.92 
GVAL Cambria Global Value ETF
+0.56%
+$4,646.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$41,537.34 
AIS VistaShares Artificial Intelligence Supercycle ETF
+0.47%
+$877.5 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$2,418.69 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$807.24 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$1,549.72 
SMH VanEck Semiconductor ETF
+0.3%
+$9,072.64 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$26,384.73 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$10,828.48 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$1,417.52 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$21,982.2 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$2,105.2 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,635.85 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$513.6 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$3,036.15 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,253.28 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,330.47 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$233.32 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$9,383.34 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$223.2 
JPIB JPMorgan International Bond ETF
+0.06%
+$252.03 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$297.57 
VRIG Invesco Variable Rate Investment Grade ETF
+0.06%
+$383.51 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$8,231.97 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$202.12 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$92.88 
BPRE
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
HYEM VanEck Emerging Markets High Yield Bond Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$59,877.84 
GDX VanEck Gold Miners ETF
-3.49%
-$80,137.42 
XBI SPDR S&P Biotech ETF
-2.94%
-$13,884.05 
IAU iShares Gold Trust
-1.46%
-$57,696.67 
FGDL Franklin Responsibly Sourced Gold ETF
-1.15%
-$6,246.46 
XOM Exxon Mobil Corporation
-0.97%
-$4,228.92 
EWJ iShares MSCI Japan ETF
-0.96%
-$1,980 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$7,219.62 
EVTR Eaton Vance Total Return Fund
-0.7%
-$11,643.8 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$18,962.7 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$3,324.27 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$8,887.56 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$4,237.1 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$5,182.91 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$4,647.16 
USRT iShares Core U.S. REIT ETF
-0.54%
-$3,772.15 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$1,139.56 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$8,568.5 
DFIV Dimensional International Value ETF
-0.47%
-$64,007.82 
AVDE Avantis International Equity ETF
-0.46%
-$10,738.98 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.37%
-$1,083.88 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$9,762.39 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$1,979.14 
WCPB Weitz Core Plus Bond ETF
-0.35%
-$1,628.63 
UBND VictoryShares Core Plus Intermediate Bond Fund
-0.3%
-$2,627.89 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.29%
-$1,870.7 
FBND Fidelity Total Bond ETF
-0.27%
-$2,066.76 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.26%
-$789.36 
COST Costco Wholesale Corporation
-0.24%
-$1,746.46 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$28,932.53 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$11,160.22 
VB Vanguard Small-Cap ETF
-0.22%
-$828.27 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$2,681.37 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$4,867.3 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$1,065.51 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$5,138.1 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$255.93 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$348.48 
FYLD Cambria Foreign Shareholder Yield ETF
-0.1%
-$396.32 
CLOI VanEck CLO ETF
-0.06%
-$857.4 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,545 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$112.45 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$84.01 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$1,318.15 Events
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Dividends
Dividend Analysis
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| Trades 970 | Longs Won 753/970 77% | Profit Factor 32.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $260,164.32 |
| Average Win $85,986.12 | Best Trade (Aug 10) $6.15M | Sharpe Ratio -9.34 |
| Average Loss -$9,173.2 | Worst Trade (Mar 31) -$183,354.32 | Z-Score 8.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y | Expectancy $64,763 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $1.11M, 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 - $146,328.34, 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 $7.85M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $760,695.91, JPMorgan Core Plus Bond ETF - $733,699.25, iShares Core S&P 500 ETF - $636,952.19, VanEck CLO ETF - $371,468.54, and Dimensional International Value ETF - $327,286.29. 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.
