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:
36.94%
Gain -0.59%
Monthly
1.58%
Yearly
20.73%
Drawdown
11.28%
$377.97M
Equity
Holdings
$377.97M
Investment
$322.5M
$59.36M
Profit -$1.37M
Realized
$3.89M
Unrealized
$55.47M
Dividends
$8.36M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$1.37M
Win %
74%
This Week
Compared To Last Week
Gain
0.83%
Profit
$3.09M
Win %
74%
This Month
Compared to last month
Gain
-0.36%
Profit
-$1.37M
Win %
74%
This Year
Compared to last year
Gain
1.73%
Profit
$6.44M
Win %
72%
SYK Stryker Corporation
+2%
+$8,549.58 
MRK Merck & Co., Inc.
+1.82%
+$12,636 
GLD SPDR Gold Shares
+1.02%
+$7,623.11 
AMP Ameriprise Financial, Inc.
+1%
+$7,414.83 
GOOGL Alphabet Inc
+0.91%
+$8,568.45 
ABT Abbott Laboratories
+0.75%
+$2,731.32 
WMT Walmart Inc.
+0.72%
+$3,178.44 
JPM JPMorgan Chase & Co.
+0.64%
+$7,654.47 
RTX RTX Corporation
+0.49%
+$3,252.56 
DFIV Dimensional International Value ETF
+0.03%
+$1,024.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$94.82 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.03%
+$14,921.48 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$265.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$113.93 
NSC Norfolk Southern Corporation
+0.02%
+$70.73 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$53.01 
DRI Darden Restaurants, Inc.
+0.01%
+$84.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$35.48 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$136.03 
DUK Duke Energy Corporation
+0.01%
+$27.54 
DFAW Dimensional World Equity ETF
+0.01%
+$1,130.97 
DUHP Dimensional US High Profitability ETF
+0.01%
+$780.76 
GLDM SPDR Gold MiniShares Trust
+0.01%
+$24.77 
IWD iShares Russell 1000 Value ETF
+0.01%
+$25.29 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$25.17 
VXF Vanguard Extended Market ETF
+0.01%
+$66.75 
SO The Southern Company
+0.01%
+$30.27 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.01%
+$31.62 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$19.52 
IVV iShares Core S&P 500 ETF
+0.01%
+$849.18 
TRV The Travelers Companies, Inc.
+0.01%
+$17.57 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$116.72 
VTV Vanguard Value ETF
+0.01%
+$106.8 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$108.19 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$101.3 
MUB iShares National Muni Bond ETF
+0.01%
+$10.8 
TLH iShares 10-20 Year Treasury Bond ETF
+0.01%
+$16.04 
VMC Vulcan Materials Company
0%
+$7.45 
IVE ISHARES S&P 500 VALUE ETF
0%
+$13.89 
BLK BlackRock, Inc.
0%
+$7.46 
DFGX Dimensional Global ex US Core Fixed Income Fund
0%
+$105.47 
CB Chubb Limited
0%
$0 
COP ConocoPhillips
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
NVDA NVIDIA Corporation
-2.86%
-$69,131.96 
PM Philip Morris International Inc.
-1.88%
-$4,391.11 
AAPL Apple Inc.
-1.62%
-$68,318.25 
LRCX Lam Research Corporation
-1.59%
-$39,119.93 
NAK Northern Dynasty Minerals Ltd.
-1.17%
-$400 
SPG Simon Property Group, Inc.
-1.06%
-$8,986.88 
PEP PepsiCo, Inc.
-0.93%
-$3,271.45 
BKNG Booking Holdings Inc.
-0.72%
-$6,468 
IEF iShares 7-10 Year Treasury Bond ETF
-0.44%
-$1,396.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$9,974.62 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$3,354 
IEI iShares 3-7 Year Treasury Bond ETF
-0.26%
-$2,423.4 
KO The Coca-Cola Company
-0.21%
-$1,026.92 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.21%
-$1,006.2 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.16%
-$409.5 
AVNM Avantis All International Markets Equity ETF
-0.11%
-$1,484.82 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$1,913.8 
XOM Exxon Mobil Corporation
-0.06%
-$283.71 
ABBV AbbVie Inc.
-0.06%
-$594.72 
LH Labcorp Holdings Inc.
-0.06%
-$463.79 
AVGO Broadcom Inc.
-0.06%
-$134.9 
ORCL Oracle Corporation
-0.05%
-$521.31 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$884.26 
META Meta Platforms Inc Class A
-0.05%
-$422.33 
DFLV Dimensional US Large Cap Value ETF
-0.05%
-$314.64 
VB Vanguard Small-Cap ETF
-0.05%
-$105.13 
MO Altria Group, Inc.
-0.04%
-$334.35 
CMI Cummins Inc.
-0.04%
-$357.85 
MA Mastercard Incorporated
-0.04%
-$212.41 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$240.63 
AAL American Airlines Group Inc.
-0.03%
-$100.81 
SSRM Ssr Mining Inc.
-0.03%
-$81.29 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.03%
-$282 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$345.01 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$216.45 
GOOG Alphabet Inc
-0.02%
-$551.53 
AVUS Avantis U.S. Equity ETF
-0.02%
-$243.84 
DFAI Dimensional International Core Equity Market ETF
-0.02%
-$239.93 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$15,249.18 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.02%
-$168.39 
MSFT Microsoft Corp.
-0.02%
-$647.57 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.02%
-$744.82 
DFAR Dimensional US Real Estate ETF
-0.02%
-$863.5 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$1,636.74 
DFUS Dimensional U.S. Equity Market ETF
-0.02%
-$54.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$38.7 
PG Procter & Gamble Co
-0.02%
-$33.86 
AMZN Amazon.com Inc
-0.01%
-$148.72 
VOO Vanguard S&P 500 ETF
-0.01%
-$396.8 
DIS The Walt Disney Company
-0.01%
-$54 
WPC W. P. Carey Inc.
-0.01%
-$37.91 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$55.36 
LOW Lowe's Companies Inc.
-0.01%
-$351.93 
DCOR Dimensional US Core Equity 1 ETF
-0.01%
-$487.62 
IAU iShares Gold Trust
-0.01%
-$402.38 
IYW iShares U.S. Technology ETF
-0.01%
-$66.66 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$94.46 
VUG Vanguard Growth ETF
-0.01%
-$98.22 
CSCO Cisco Systems, Inc.
-0.01%
-$44.59 
HD The Home Depot, Inc.
-0.01%
-$70.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$22.67 
TGT Target Corporation
-0.01%
-$44.05 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$190.65 
PLTR Palantir Technologies Inc.
-0.01%
-$168.41 
CVX Chevron Corporation
-0.01%
-$35.43 
LMT Lockheed Martin Corporation
-0.01%
-$34.38 
DFSV Dimensional US Small Cap Value ETF
-0.01%
-$421.91 
JNJ Johnson & Johnson
0%
-$12.23 
QQQ Invesco QQQ Trust, Series 1
0%
-$11.56 Events
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Dividends
Dividend Analysis
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| Trades 580 | Longs Won 423/580 72% | Profit Factor 17.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $711,416.01 |
| Average Win $149,053.78 | Best Trade (Aug 28) $14.06M | Sharpe Ratio -11.85 |
| Average Loss -$23,510.48 | Worst Trade (Sep 01) -$515,707.86 | Z-Score 10.9 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $102,342.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 20,162 | $351,352.22 | $321,281.47 | - | -$30,070.75 | -8.56% | -0.031% |
| AAPL Apple Inc. | 13,475 | $3.06M | $4.15M | - | $1.1M | 35.83% | -1.618% |
| ABBV AbbVie Inc. | 3,965 | $760,975.99 | $974,953.85 | - | $213,977.86 | 28.12% | -0.061% |
| ABT Abbott Laboratories | 3,372 | $449,328.65 | $366,266.64 | - | -$83,062.01 | -18.49% | +0.751% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,260 | $2M | $1.98M | - | -$23,363.43 | -1.17% | +0.005% |
| AMP Ameriprise Financial, Inc. | 1,336 | $720,732.2 | $744,860.08 | - | $24,127.88 | 3.35% | +1.005% |
| AMZN Amazon.com Inc | 3,717 | $823,051.25 | $1.02M | - | $197,042.23 | 23.94% | -0.015% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 16,770 | $487,335.94 | $485,659.2 | - | -$1,676.74 | -0.34% | -0.207% |
| AVGO Broadcom Inc. | 574 | $177,658.74 | $245,399.34 | - | $67,740.6 | 38.13% | -0.055% |
| AVNM Avantis All International Markets Equity ETF | 16,498 | $1.13M | $1.4M | - | $269,436.94 | 23.86% | -0.106% |
| AVUS Avantis U.S. Equity ETF | 8,128 | $843,276.09 | $1.07M | - | $222,711.03 | 26.41% | -0.023% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 4,741 | $363,676.02 | $358,941.11 | - | -$4,734.91 | -1.3% | +0.026% |
| BKNG Booking Holdings Inc. | 4,200 | $707,322 | $894,096 | - | $186,774 | 26.41% | -0.718% |
| BLK BlackRock, Inc. | 745 | $810,441.49 | $846,618.01 | - | $36,176.52 | 4.46% | +0.001% |
| BRK-B Berkshire Hathaway Inc. | 878 | $414,563.04 | $458,140.4 | - | $43,577.36 | 10.51% | 0.0 |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 40,479 | $790,150.01 | $791,162.05 | - | $1,012.04 | 0.13% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 41,335 | $811,819.21 | $811,612.72 | - | -$206.49 | -0.03% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 43,290 | $886,146.26 | $881,600.85 | - | -$4,545.41 | -0.51% | -0.025% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 13,650 | $255,625.43 | $252,866.25 | - | -$2,759.18 | -1.08% | -0.162% |
| CB Chubb Limited | 1,878 | $529,317.96 | $657,882.18 | - | $128,564.22 | 24.29% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Taylor Faw?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $2.18M, Dimensional World ex U.S. Core Equity 2 ETF - $1.57M, Booking Holdings Inc - $917,018.99, Dimensional U.S. Core Equity 2 ETF - $675,072.83, and Vanguard Growth ETF - $660,136.42. 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: Boston Properties, Inc - $118,252.76, Adobe Inc - $20,957.67, The Walt Disney Company - $20,898.99, Abbott Laboratories - $11,805.55, and Procter & Gamble Co - $11,199.13. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Taylor Faw's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.36M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $2.18M, Dimensional World ex U.S. Core Equity 2 ETF - $1.57M, Dimensional U.S. Core Equity 2 ETF - $675,072.83, Dimensional National Municipal Bond ETF - $625,845.55, and Dimensional Global ex US Core Fixed Income Fund - $465,974.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Taylor Faw's monthly returns?
Taylor Faw'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 Taylor Faw's strategy be considered aggressive or moderate?
Taylor Faw'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 Taylor Faw's strategy?
Taylor Faw'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.
