Taylor Faw Portfolio
Invests via Strathmore Capital Advisors, Inc. | Managed by Zach Huneycutt, David Straus
Invests via Strathmore Capital Advisors, Inc.
Managed by Zach Huneycutt, David Straus
Automatically Tracked
Taylor Faw Profile
Former growth-stage investor and fintech operator focused on consumer platforms, payments and commerce. Taylor Faw combines deal sourcing and operator experience to scale revenue, partnerships and product-led growth across digital payments and merchant ecosystems. Active as an angel and advisor, typically engages in early-stage equity, commercial diligence and go-to-market execution for fintech and commerce startups.
Former growth-stage investor and fintech operator focused on consumer platforms, payments and commerce. Taylor Faw combines deal sourcing and operator experience to scale revenue, partnerships and product-led growth across digital payments and merchant ecosystems. Active as an angel and advisor, typically engages in early-stage equity, commercial diligence and go-to-market execution for fintech and commerce startups.
Investment Philosophy & Strategy
Combines operator experience and growth-stage investing to back early-stage fintech, consumer commerce and payments platforms with product-led revenue models. Prefers concentrated, high-conviction angel and seed positions where hands-on go-to-market, partnership development and commercial diligence accelerate adoption and monetization. Allocates small initial checks with follow-on reserves, prioritizing founders able to scale partnerships and merchant distribution. Time horizon is growth-oriented multi-year value creation, with disciplined risk selection focused on unit economics and network effects.
Combines operator experience and growth-stage investing to back early-stage fintech, consumer commerce and payments platforms with product-led revenue models. Prefers concentrated, high-conviction angel and seed positions where hands-on go-to-market, partnership development and commercial diligence accelerate adoption and monetization. Allocates small initial checks with follow-on reserves, prioritizing founders able to scale partnerships and merchant distribution. Time horizon is growth-oriented multi-year value creation, with disciplined risk selection focused on unit economics and network effects.
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:
0.62%
Gain
Monthly
0.03%
Yearly
0.4%
Drawdown
25.3%
$384.6M
Equity
Holdings
$384.6M
Investment
$331.74M
$53.91M
Profit -$970,128.12
Realized
$1.04M
Unrealized
$52.87M
Dividends
$7.84M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$970,128.12
Win %
74%
This Week
Compared To Last Week
Gain
0.06%
Profit
$211,076.65
Win %
74%
This Month
Compared to last month
Gain
0.17%
Profit
$640,219.26
Win %
74%
This Year
Compared to last year
Gain
7.78%
Profit
$27.76M
Win %
73%
ABT Abbott Laboratories
+10.48%
+$36,652.89 
SYK Stryker Corporation
+3.98%
+$16,795.8 
PM Philip Morris International Inc.
+3.74%
+$8,368.88 
MRK Merck & Co., Inc.
+3.72%
+$25,332.24 
ABBV AbbVie Inc.
+3.44%
+$33,106.94 
WPC W. P. Carey Inc.
+3.24%
+$10,103.55 
PEP PepsiCo, Inc.
+2.94%
+$9,144.89 
NSC Norfolk Southern Corporation
+2.88%
+$7,125.3 
KO The Coca-Cola Company
+2.84%
+$13,422.78 
MO Altria Group, Inc.
+2.72%
+$25,065.6 
SPG Simon Property Group, Inc.
+2.52%
+$22,348.82 
MA Mastercard Incorporated
+2.43%
+$15,483 
WMT Walmart Inc.
+2.41%
+$10,688.92 
LH Labcorp Holdings Inc.
+2.31%
+$16,153 
LOW Lowe's Companies Inc.
+2.14%
+$52,267.86 
MSFT Microsoft Corp.
+2.13%
+$54,063.16 
DFAR Dimensional US Real Estate ETF
+2.02%
+$81,544.7 
DIS The Walt Disney Company
+1.98%
+$8,684.16 
DRI Darden Restaurants, Inc.
+1.94%
+$11,324 
TGT Target Corporation
+1.68%
+$10,110.56 
CVX Chevron Corporation
+1.59%
+$10,432.9 
CB Chubb Limited
+1.49%
+$10,110.28 
DFSV Dimensional US Small Cap Value ETF
+1.47%
+$105,668.32 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$39,368.79 
AAPL Apple Inc.
+1.36%
+$62,958.6 
COP ConocoPhillips
+1.26%
+$3,866.8 
XOM Exxon Mobil Corporation
+1.25%
+$3,807 
TRV The Travelers Companies, Inc.
+1.2%
+$2,856.5 
JNJ Johnson & Johnson
+1.19%
+$3,055.34 
HD The Home Depot, Inc.
+1.17%
+$9,384.67 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.13%
+$7,353.5 
VMC Vulcan Materials Company
+1%
+$2,193.51 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$2,685.84 
SO The Southern Company
+0.98%
+$2,738.85 
DUK Duke Energy Corporation
+0.96%
+$2,047.2 
BKNG Booking Holdings Inc.
+0.75%
+$145,440.62 
RSP Invesco S&P 500 Equal Weight ETF
+0.73%
+$12,492.48 
IVE ISHARES S&P 500 VALUE ETF
+0.73%
+$2,179.18 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$11,641.68 
HON Honeywell International Inc.
+0.5%
+$2,316.01 
DFAS Dimensional U.S. Small Cap ETF
+0.42%
+$13,289.24 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$1,598.41 
VTV Vanguard Value ETF
+0.37%
+$5,767.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$3,386.47 
LMT Lockheed Martin Corporation
+0.31%
+$1,671.64 
AAL American Airlines Group Inc.
+0.29%
+$907.29 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$4,029.03 
DUHP Dimensional US High Profitability ETF
+0.23%
+$14,264.53 
AMP Ameriprise Financial, Inc.
+0.2%
+$1,413.3 
TOL Toll Brothers Inc
+0.18%
+$841.96 
DFLV Dimensional US Large Cap Value ETF
+0.16%
+$980.98 
VB Vanguard Small-Cap ETF
+0.14%
+$322.93 
DFUV Dimensional US Marketwide Value ETF
+0.08%
+$7,565.85 
PLTR Palantir Technologies Inc.
+0.04%
+$927.41 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.03%
+$262.02 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$209.27 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$74.09 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
+$1.17 
NAK Northern Dynasty Minerals Ltd.
-5.66%
-$1,900 
LRCX Lam Research Corporation
-5.3%
-$156,463.12 
SSRM Ssr Mining Inc.
-5.28%
-$11,046.24 
ORCL Oracle Corporation
-4.79%
-$42,125.9 
AVGO Broadcom Inc.
-4.51%
-$13,040.08 
CMI Cummins Inc.
-3.29%
-$36,627.12 
GOOG Alphabet Inc
-2.99%
-$82,978.87 
GOOGL Alphabet Inc
-2.97%
-$31,185.03 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.7%
-$59,341.3 
NVDA NVIDIA Corporation
-2.61%
-$61,150.2 
CSCO Cisco Systems, Inc.
-2.51%
-$11,155.7 
XLK State Street Technology Select Sector SPDR ETF
-2.36%
-$10,058 
EEM iShares MSCI Emerging Markets ETF
-2.21%
-$5,662.25 
IYW iShares U.S. Technology ETF
-2.16%
-$14,268.32 
META Meta Platforms Inc Class A
-2.06%
-$21,880.56 
IEMG iShares Core MSCI Emerging Markets ETF
-2.03%
-$11,282.39 
DFAE Dimensional Emerging Core Equity Market ETF
-1.93%
-$18,613.08 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$18,252 
GLD SPDR Gold Shares
-1.84%
-$14,894.16 
IAU iShares Gold Trust
-1.82%
-$70,416.01 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.82%
-$28,811.8 
GLDM SPDR Gold MiniShares Trust
-1.81%
-$4,302.44 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$8,771.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.55%
-$9,857.75 
RTX RTX Corporation
-1.28%
-$6,940.18 
VUG Vanguard Growth ETF
-1.28%
-$66,003.84 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.25%
-$644,696.44 
IXUS iShares Core International Stock ETF
-1.19%
-$6,477.16 
JPM JPMorgan Chase & Co.
-1.18%
-$13,757.76 
BLK BlackRock, Inc.
-1.17%
-$10,015.2 
AVNM Avantis All International Markets Equity ETF
-1.16%
-$15,870.19 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$2,616.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.13%
-$25,084.62 
EFG iShares MSCI EAFE Growth ETF
-1.12%
-$3,149.05 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1%
-$7,660.2 
SPHQ Invesco S&P 500 Quality ETF
-0.98%
-$2,114.28 
AMZN Amazon.com Inc
-0.94%
-$9,912 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$2,400.53 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.73%
-$7,964.15 
DFIC Dimensional International Core Equity Market ETF
-0.66%
-$10,635.25 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$5,779.4 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.64%
-$6,027.02 
DFUS Dimensional U.S. Equity Market ETF
-0.64%
-$2,805.6 
DFIV Dimensional International Value ETF
-0.62%
-$18,424 
VOO Vanguard S&P 500 ETF
-0.58%
-$14,233.96 
IVV iShares Core S&P 500 ETF
-0.58%
-$65,194.8 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$7,712.55 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$24,852.96 
DFAW Dimensional World Equity ETF
-0.51%
-$45,462.06 
EFV iShares MSCI EAFE Value ETF
-0.49%
-$1,505.01 
VXF Vanguard Extended Market ETF
-0.42%
-$2,258.37 
DFAU Dimensional US Core Equity Market ETF
-0.4%
-$2,628.36 
AVUS Avantis U.S. Equity ETF
-0.36%
-$3,741.86 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$799.5 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.2%
-$462.27 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$115,345.2 
DCOR Dimensional US Core Equity 1 ETF
-0.17%
-$6,434.82 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.17%
-$474.52 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,313.83 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$406.49 
MUB iShares National Muni Bond ETF
-0.14%
-$313.35 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.11%
-$232.28 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.11%
-$12,704.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,166.35 
TLH iShares 10-20 Year Treasury Bond ETF
-0.1%
-$336.58 
DFNM Dimensional National Municipal Bond ETF
-0.09%
-$12,189.42 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$221.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$258.12 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$157.3 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$189.74 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$268.05 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$445.2 
IEI iShares 3-7 Year Treasury Bond ETF
-0.05%
-$456.67 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.04%
-$1,446.74 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.03%
-$242.5 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$212.93 
MEAR iShares Short Maturity Bond ETF
-0.02%
-$42.37 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$156.63 
IUSB iShares Core Universal USD Bond ETF
-0.01%
-$30.94 Events
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Dividends
Dividend Analysis
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| Trades 456 | Longs Won 339/456 74% | Profit Factor 16.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $719,730.29 |
| Average Win $169,428.12 | Best Trade (Jul 15) $12.22M | Sharpe Ratio -11.68 |
| Average Loss -$30,148.03 | Worst Trade (Jul 16) -$613,578.66 | Z-Score 10.89 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 3d | Expectancy $118,221.08 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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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