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:
33.87%
Gain +1.21%
Monthly
0.99%
Yearly
12.62%
Drawdown
13.92%
$230.16M
Equity
Holdings
$230.16M
Investment
$183.47M
$59.34M
Profit +$2.99M
Realized
$12.65M
Unrealized
$46.69M
Dividends
$7.01M
Goals
Avg. 95% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.21%
Profit
$2.99M
Win %
84%
This Week
Compared To Last Week
Gain
1.32%
Profit
$2.99M
Win %
84%
This Month
Compared to last month
Gain
0.54%
Profit
$1.24M
Win %
84%
This Year
Compared to last year
Gain
4.51%
Profit
$12.75M
Win %
83%
GDX VanEck Gold Miners ETF
+6.06%
+$136,445.05 
SMH VanEck Semiconductor ETF
+4.29%
+$151,034.69 
SPMO Invesco S&P 500 Momentum ETF
+3.49%
+$337,335.88 
FRDM Freedom 100 Emerging Markets ETF
+3.45%
+$281,364.96 
FWD AB Disruptors ETF
+3.32%
+$40,476.76 
NVDA NVIDIA Corporation
+3.2%
+$20,790.15 
AVSE Avantis Responsible Emerging Markets Equity ETF
+3.14%
+$7,745.19 
AMZN Amazon.com Inc
+3.06%
+$30,482.7 
QQQM Invesco NASDAQ 100 ETF
+3.01%
+$345,504.18 
AVEM Avantis Emerging Markets Equity ETF
+3.01%
+$19,241.28 
QQQ Invesco QQQ Trust, Series 1
+3.01%
+$184,623.6 
QGRW WisdomTree U.S. Quality Growth Fund
+2.98%
+$27,807.44 
NULG Nuveen ESG Large-Cap Growth ETF
+2.72%
+$14,874.66 
CGGR Capital Group Growth ETF
+2.72%
+$11,426.61 
GVAL Cambria Global Value ETF
+2.71%
+$19,999.98 
IAU iShares Gold Trust
+2.65%
+$118,188 
VUG Vanguard Growth ETF
+2.63%
+$16,813.44 
PWRD TCW Transform Systems ETF
+2.21%
+$21,364.56 
IWF iShares Russell 1000 Growth ETF
+2.14%
+$57,820.58 
IWY iShares Russell Top 200 Growth ETF
+2.14%
+$6,350.1 
MSFT Microsoft Corp.
+2.03%
+$38,396.62 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+2.03%
+$8,556.22 
ESGV Vanguard ESG U.S. Stock ETF
+2%
+$79,096.5 
QGRO American Century U.S. Quality Growth ETF
+1.98%
+$7,265.97 
OEF iShares S&P 100 ETF
+1.81%
+$16,403.94 
AAPL Apple Inc.
+1.8%
+$12,796.08 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+1.78%
+$8,407.8 
AVSU Avantis Responsible U.S. Equity ETF
+1.77%
+$10,230.68 
DFUS Dimensional U.S. Equity Market ETF
+1.75%
+$16,330 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.74%
+$148,598.77 
SPY SPDR S&P 500 ETF Trust
+1.72%
+$23,606 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.68%
+$139,856.41 
ROK Rockwell Automation, Inc.
+1.66%
+$6,138.93 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.64%
+$7,209.8 
XBI SPDR S&P Biotech ETF
+1.56%
+$4,689.16 
ESGU iShares ESG Aware MSCI USA ETF
+1.54%
+$5,725 
IDMO Invesco S&P International Developed Momentum ETF
+1.5%
+$122,788.8 
PXH Invesco FTSE RAFI Emerging Markets ETF
+1.48%
+$11,341.68 
IVV iShares Core S&P 500 ETF
+1.47%
+$397,772.46 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.44%
+$3,724.32 
AVUS Avantis U.S. Equity ETF
+1.39%
+$15,707.25 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+1.34%
+$6,874.92 
VO Vanguard Mid-Cap ETF
+1.31%
+$2,967.8 
EDIV SPDR S&P Emerging Markets Dividend ETF
+1.3%
+$10,824.79 
DFSU Dimensional US Sustainability Core 1 ETF
+1.3%
+$3,361.8 
CGMM Capital Group U.S. Small and Mid Cap ETF
+1.21%
+$19,898.72 
AVDV Avantis International Small Cap Value ETF
+1.12%
+$16,642.15 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+1.07%
+$3,163.45 
MOAT VanEck Morningstar Wide Moat Fund
+1.05%
+$8,697.24 
QUAL iShares MSCI USA Quality Factor ETF
+0.98%
+$18,656.67 
AVSD Avantis Responsible International Equity ETF
+0.94%
+$7,739.72 
PVAL Putnam Focused Large Cap Value ETF
+0.91%
+$113,583.23 
BKDV BNY Mellon Dynamic Value ETF
+0.9%
+$5,081.7 
VFLO VictoryShares Free Cash Flow ETF
+0.8%
+$22,967.38 
VB Vanguard Small-Cap ETF
+0.79%
+$3,093.61 
MGV Vanguard Mega Cap Value ETF
+0.78%
+$44,965.35 
DFSI Dimensional International Sustainability Core 1 ETF
+0.68%
+$5,151.07 
DFUV Dimensional US Marketwide Value ETF
+0.66%
+$1,540.8 
AVDE Avantis International Equity ETF
+0.63%
+$14,630.67 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$10,565.28 
FSMD Fidelity Small-Mid Multifactor ETF
+0.51%
+$16,775.29 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.45%
+$1,499.83 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.45%
+$2,989.92 
NULV Nuveen ESG Large-Cap Value ETF
+0.41%
+$1,925.28 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.35%
+$1,556.45 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.32%
+$2,099.5 
IJH iShares Core S&P Mid-Cap ETF
+0.27%
+$918.81 
WTV WisdomTree U.S. Value Fund
+0.24%
+$870.25 
PYLD PIMCO Multisector Bond Active ETF
+0.21%
+$7,494.19 
USMV iShares MSCI USA Min Vol Factor ETF
+0.2%
+$607.62 
UBND VictoryShares Core Plus Intermediate Bond Fund
+0.18%
+$1,545.4 
EVTR Eaton Vance Total Return Fund
+0.18%
+$6,055.02 
JCPB JPMorgan Core Plus Bond ETF
+0.17%
+$18,339.52 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.13%
+$983.08 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.13%
+$409.5 
FBND Fidelity Total Bond ETF
+0.12%
+$914.04 
WCPB Weitz Core Plus Bond ETF
+0.12%
+$392.82 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.12%
+$357.8 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.1%
+$1,298.88 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$3,718.05 
USTB VictoryShares Short-Term Bond ETF
+0.05%
+$1,364.15 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$194.13 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.04%
+$216.11 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$81.4 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$334.07 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$26.24 
BPRE
0%
$0 
FGLD Franklin Responsibly Sourced Gold ETF
0%
$0 
XOM Exxon Mobil Corporation
-3.76%
-$15,843.43 
XES SPDR S&P Oil & Gas Equipment & Services ETF
-2.81%
-$7,644.41 
USRT iShares Core U.S. REIT ETF
-1.33%
-$23,723.84 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.98%
-$6,318 
SHLD Global X Defense Tech ETF
-0.66%
-$2,278.92 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.29%
-$708.05 
COWZ Pacer US Cash Cows 100 ETF
-0.16%
-$3,731.07 
COST Costco Wholesale Corporation
-0.15%
-$1,167 
IJR iShares Core S&P Small-Cap ETF
-0.15%
-$652.08 
FVD First Trust Value Line Dividend Index Fund
-0.12%
-$728.76 
IPKW Invesco International Buyback Achievers ETF
-0.1%
-$351.81 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.04%
-$94.01 
CLOI VanEck CLO ETF
-0.04%
-$1,563.1 
DFIV Dimensional International Value ETF
-0.02%
-$1,980.62 Events
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Dividends
Dividend Analysis
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| Trades 870 | Longs Won 678/870 77% | Profit Factor 45.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $305,978.09 |
| Average Win $89,505.81 | Best Trade (Jun 15) $7.33M | Sharpe Ratio -11.89 |
| Average Loss -$7,018.41 | Worst Trade (Mar 31) -$183,354.32 | Z-Score 12.46 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $68,203.92 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
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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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