Lincoln Bach Portfolio
Invests via Delap Wealth Advisory LLC | Managed by Aerodigm Wealth LLC, Focus Partners Advisor Solutions LLC
Invests via Delap Wealth Advisory LLC
Managed by Aerodigm Wealth LLC, Focus Partners Advisor Solutions LLC
Automatically Tracked
Lincoln Bach Profile
Lincoln Bach has carved a niche for himself as an innovative leader in the tech industry, leveraging his expertise to drive substantial growth in various startups. With a background steeped in computer science and entrepreneurship, he combines technical acumen with business strategy to develop disruptive solutions that address market needs. His entrepreneurial journey is characterized by successfully founding multiple ventures and leading them through critical scaling phases. This experience positions him as a key figure within investment circles focusing on technology-driven opportunities, enabling emerging companies to thrive amidst rapid advancements.
Lincoln Bach has carved a niche for himself as an innovative leader in the tech industry, leveraging his expertise to drive substantial growth in various startups. With a background steeped in computer science and entrepreneurship, he combines technical acumen with business strategy to develop disruptive solutions that address market needs. His entrepreneurial journey is characterized by successfully founding multiple ventures and leading them through critical scaling phases. This experience positions him as a key figure within investment circles focusing on technology-driven opportunities, enabling emerging companies to thrive amidst rapid advancements.
Investment Philosophy & Strategy
The technology landscape presents unique avenues for transformation and value creation. Lincoln Bach draws upon extensive experience in building startups, shaping an investment strategy focused on innovation-driven companies poised for significant market impact. With a keen eye for identifying disruptive potential, he navigates opportunities that promise scalable solutions and aligns capital with visionary entrepreneurs who are reshaping their sectors. His hands-on expertise informs a thoughtful approach to selecting investments that emphasize technological advancement while fostering operational excellence within burgeoning enterprises.
The technology landscape presents unique avenues for transformation and value creation. Lincoln Bach draws upon extensive experience in building startups, shaping an investment strategy focused on innovation-driven companies poised for significant market impact. With a keen eye for identifying disruptive potential, he navigates opportunities that promise scalable solutions and aligns capital with visionary entrepreneurs who are reshaping their sectors. His hands-on expertise informs a thoughtful approach to selecting investments that emphasize technological advancement while fostering operational excellence within burgeoning enterprises.
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:
78.48%
Gain +0.26%
Monthly
1.43%
Yearly
18.57%
Drawdown
12.28%
$297.1M
Equity
Holdings
$297.1M
Investment
$226.13M
$110.17M
Profit +$564,408.93
Realized
$39.2M
Unrealized
$70.97M
Dividends
$15.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$564,408.93
Win %
79%
This Week
Compared To Last Week
Gain
0.03%
Profit
$101,607.53
Win %
79%
This Month
Compared to last month
Gain
0.16%
Profit
$487,855.03
Win %
79%
This Year
Compared to last year
Gain
11.81%
Profit
$31.38M
Win %
78%
AZO AutoZone Inc.
+3.05%
+$10,182.83 
MSFT Microsoft Corp.
+1.87%
+$84,013.66 
NVDA NVIDIA Corporation
+1.25%
+$31,082.21 
KMI Kinder Morgan, Inc.
+1.07%
+$2,137.97 
XLK State Street Technology Select Sector SPDR ETF
+0.83%
+$6,165.68 
AMZN Amazon.com Inc
+0.82%
+$11,864.91 
VUG Vanguard Growth ETF
+0.71%
+$2,027.89 
PH Parker-Hannifin Corporation
+0.67%
+$1,595.3 
DFGR Dimensional Global Real Estate ETF
+0.63%
+$3,566.09 
WMT Walmart Inc.
+0.63%
+$16,496.04 
TSLA Tesla, Inc.
+0.56%
+$10,151.08 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$1,652.22 
VYM Vanguard High Dividend Yield ETF
+0.54%
+$4,276.35 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.54%
+$1,966.67 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.54%
+$196,828.93 
SCHX Schwab U.S. Large-Cap ETF
+0.52%
+$4,294.72 
QQQ Invesco QQQ Trust, Series 1
+0.52%
+$8,986.23 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$3,481.9 
LLY Eli Lilly and Company
+0.52%
+$2,870.12 
IVV iShares Core S&P 500 ETF
+0.52%
+$12,439.16 
EFV iShares MSCI EAFE Value ETF
+0.52%
+$2,763.32 
VONE Vanguard Russell 1000 ETF
+0.51%
+$2,017.05 
VOO Vanguard S&P 500 ETF
+0.5%
+$4,325.94 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.5%
+$38,241.08 
DFUS Dimensional U.S. Equity Market ETF
+0.48%
+$2,204.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$68,031.23 
USMV iShares MSCI USA Min Vol Factor ETF
+0.47%
+$2,263.99 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$3,742.95 
DFAU Dimensional US Core Equity Market ETF
+0.43%
+$2,578.07 
IWD iShares Russell 1000 Value ETF
+0.41%
+$1,694.16 
MRSH Marsh & McLennan Companies, Inc.
+0.41%
+$5,844.3 
SBUX Starbucks Corporation
+0.4%
+$1,613.1 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.39%
+$1,142.02 
XOM Exxon Mobil Corporation
+0.37%
+$1,098 
COST Costco Wholesale Corporation
+0.33%
+$3,474.22 
DFIV Dimensional International Value ETF
+0.33%
+$12,373.73 
FLJP Franklin FTSE Japan ETF
+0.31%
+$1,242.41 
IUSV iShares Core S&P U.S. Value ETF
+0.3%
+$1,095.6 
VTV Vanguard Value ETF
+0.29%
+$1,166.74 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.29%
+$52,461.76 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$2,261.74 
WFC Wells Fargo & Company
+0.22%
+$3,237.66 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.2%
+$48,106.26 
DISV Dimensional International Small Cap Equity Fund
+0.19%
+$15,928.64 
DFIC Dimensional International Core Equity Market ETF
+0.17%
+$3,784.17 
DFSI Dimensional International Sustainability Core 1 ETF
+0.17%
+$769.12 
AAPL Apple Inc.
+0.16%
+$11,894.36 
DUHP Dimensional US High Profitability ETF
+0.15%
+$532.61 
GOOGL Alphabet Inc
+0.15%
+$1,219.52 
DFAT Dimensional US Targeted Value ETF
+0.14%
+$4,046.24 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$918.32 
IQLT iShares MSCI International Quality Factor ETF
+0.12%
+$784.32 
DFUV Dimensional US Marketwide Value ETF
+0.1%
+$925.15 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.1%
+$6,728.31 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.1%
+$14,083.8 
VB Vanguard Small-Cap ETF
+0.1%
+$356.24 
IEI iShares 3-7 Year Treasury Bond ETF
+0.09%
+$2,108.51 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.09%
+$6,983.37 
DIHP Dimensional International High Profitability Portfolio
+0.07%
+$247.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$11,580.45 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.07%
+$5,070.08 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$731.33 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.04%
+$3,114.36 
GOOG Alphabet Inc
+0.03%
+$228.62 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.02%
+$42.8 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$39.5 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$662.19 
DFSB Dimensional Global Sustainability Fixed Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
ABSI Absci Corporation
-7.29%
-$110,848.08 
KR Kroger Co.
-1.13%
-$3,436.72 
ET Energy Transfer L.P.
-1.11%
-$3,008.4 
NIO Nio Inc.
-0.58%
-$684.5 
EEM iShares MSCI Emerging Markets ETF
-0.43%
-$3,293.38 
IEMG iShares Core MSCI Emerging Markets ETF
-0.42%
-$21,991.54 
AVEM Avantis Emerging Markets Equity ETF
-0.39%
-$7,166.94 
DFAE Dimensional Emerging Core Equity Market ETF
-0.32%
-$1,843.53 
JNJ Johnson & Johnson
-0.27%
-$1,064.18 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.24%
-$39,617.8 
AON Aon plc
-0.11%
-$330.59 
DFNM Dimensional National Municipal Bond ETF
-0.08%
-$489.96 
VWO Vanguard FTSE Emerging Markets ETF
-0.07%
-$2,518.92 
AVDV Avantis International Small Cap Value ETF
-0.06%
-$9,828.5 
DFSV Dimensional US Small Cap Value ETF
-0.05%
-$976.72 
V Visa Inc. Class A
-0.02%
-$44.33 
AVUV Avantis U.S. Small Cap Value ETF
-0.01%
-$261.28 Events
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Dividends
Dividend Analysis
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| Trades 1105 | Longs Won 767/1105 69% | Profit Factor 14.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $443,562.61 |
| Average Win $154,625.19 | Best Trade (Aug 14) $7.88M | Sharpe Ratio -9.3 |
| Average Loss -$24,925.99 | Worst Trade (Mar 30) -$1.03M | Z-Score 0.87 (61.58%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $99,703.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,027 | $5.67M | $7.34M | - | $1.68M | 29.59% | +0.162% |
| ABSI Absci Corporation | 131,962 | $386,346 | $1.41M | - | $1.02M | 265.13% | -7.285% |
| AMZN Amazon.com Inc | 5,718 | $1.18M | $1.45M | - | $271,478.54 | 23.05% | +0.825% |
| AON Aon plc | 1,140 | $402,372.42 | $309,806.4 | - | -$92,566.02 | -23.01% | -0.107% |
| AVDV Avantis International Small Cap Value ETF | 140,608 | $9.69M | $15.33M | - | $5.64M | 58.14% | -0.064% |
| AVEM Avantis Emerging Markets Equity ETF | 18,801 | $1.29M | $1.81M | - | $521,517.35 | 40.47% | -0.394% |
| AVUV Avantis U.S. Small Cap Value ETF | 25,616 | $2.27M | $3.09M | - | $823,933.44 | 36.32% | -0.008% |
| AZO AutoZone Inc. | 119 | $314,031.39 | $344,302.7 | - | $30,271.31 | 9.64% | +3.048% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 66,219 | $7.7M | $7.84M | - | $144,356.93 | 1.87% | +0.008% |
| BRK-B Berkshire Hathaway Inc. | 603 | $279,276.71 | $305,721 | - | $26,444.29 | 9.47% | +0.543% |
| BSV Vanguard Short-Term Bond ETF | 20,895 | $1.61M | $1.59M | - | -$16,560.14 | -1.03% | +0.046% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 268,258 | $5.64M | $7.69M | - | $2.05M | 36.3% | +0.066% |
| COST Costco Wholesale Corporation | 1,128 | $829,197.72 | $1.05M | - | $216,007.08 | 26.05% | +0.334% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 403,552 | $13.14M | $18.32M | - | $5.18M | 39.43% | +0.287% |
| DFAE Dimensional Emerging Core Equity Market ETF | 14,181 | $410,540 | $571,068.87 | - | $160,528.87 | 39.1% | -0.322% |
| DFAT Dimensional US Targeted Value ETF | 42,592 | $2.22M | $2.9M | - | $684,675.28 | 30.91% | +0.14% |
| DFAU Dimensional US Core Equity Market ETF | 11,209 | $474,813 | $599,681.5 | - | $124,868.5 | 26.3% | +0.432% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 207,624 | $5.28M | $7.78M | - | $2.5M | 47.38% | +0.04% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 396,178 | $10.86M | $16.12M | - | $5.26M | 48.42% | -0.245% |
| DFGR Dimensional Global Real Estate ETF | 20,977 | $534,281.28 | $565,959.46 | - | $31,678.18 | 5.93% | +0.634% |
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FAQ
Which stocks have generated the highest profits for Lincoln Bach?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $5.41M, iShares Core MSCI International Developed Markets ETF (IDEV) - $4.37M, Microsoft Corp - $3.95M, iShares Core S&P Total U.S. Stock Market ETF - $3.66M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $3.35M. 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: Affiliated Managers Group Inc - $1.03M, Nike, Inc. - Class B - $280,371.37, CVS Health Corporation - $180,175.07, Intel Corporation - $140,385.98, and Five Below, Inc - $126,355.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lincoln Bach's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.09M earned over time. The largest contributors to dividend income include iShares Core MSCI International Developed Markets ETF (IDEV) - $1.66M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.39M, Vanguard Intermediate-Term Treasury Fund - $1.21M, Avantis International Small Cap Value ETF - $1M, and iShares Core S&P Total U.S. Stock Market ETF - $905,333.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lincoln Bach's monthly returns?
Lincoln Bach'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 Lincoln Bach's strategy be considered aggressive or moderate?
Lincoln Bach'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 Lincoln Bach's strategy?
Lincoln Bach'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.
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