Carrie Miller Portfolio
Invests via Trellis Wealth Advisors LLC | Managed by Carrie Miller, Kevin Okimoto, Mark Thompson, Scott Whitcher
Invests via Trellis Wealth Advisors LLC
Managed by Carrie Miller, Kevin Okimoto, Mark Thompson, Scott Whitcher
Automatically Tracked
Carrie Miller Profile
Experienced investor and operating executive focused on growth-stage technology and healthcare companies, with expertise in corporate strategy, capital raising and operational scaling. Carrie Miller brings cross-functional experience from senior roles in private equity and venture-backed startups, advising boards on go-to-market and M&A. Active in sourcing early growth opportunities, structuring rounds and supporting management teams on commercialization and financial governance. Regular commentator in investor forums and known for pragmatic, growth-oriented value creation.
Experienced investor and operating executive focused on growth-stage technology and healthcare companies, with expertise in corporate strategy, capital raising and operational scaling. Carrie Miller brings cross-functional experience from senior roles in private equity and venture-backed startups, advising boards on go-to-market and M&A. Active in sourcing early growth opportunities, structuring rounds and supporting management teams on commercialization and financial governance. Regular commentator in investor forums and known for pragmatic, growth-oriented value creation.
Investment Philosophy & Strategy
Prioritizes growth-stage technology and healthcare investments where operational leverage and repeatable go-to-market can accelerate scale. Emphasizes rigorous commercial due diligence, disciplined capital allocation across tranche-based rounds, and active board-level partnership to drive revenue, margin expansion and M&A optionality. Balances conviction bets with portfolio diversification, favors companies with defensible distribution channels and strong metrics, and deploys pragmatic governance and milestone-driven capital to de-risk execution.
Prioritizes growth-stage technology and healthcare investments where operational leverage and repeatable go-to-market can accelerate scale. Emphasizes rigorous commercial due diligence, disciplined capital allocation across tranche-based rounds, and active board-level partnership to drive revenue, margin expansion and M&A optionality. Balances conviction bets with portfolio diversification, favors companies with defensible distribution channels and strong metrics, and deploys pragmatic governance and milestone-driven capital to de-risk execution.
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:
71.17%
Gain +0.04%
Monthly
1.67%
Yearly
21.96%
Drawdown
17.03%
$287.66M
Equity
Holdings
$287.66M
Investment
$194.12M
$111.31M
Profit +$81,227.93
Realized
$17.78M
Unrealized
$93.53M
Dividends
$14.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$81,227.93
Win %
83%
This Week
Compared To Last Week
Gain
0.01%
Profit
$25,952.94
Win %
83%
This Month
Compared to last month
Gain
0.1%
Profit
$299,422.42
Win %
83%
This Year
Compared to last year
Gain
9.47%
Profit
$24.89M
Win %
85%
YNDX Yandex NV
+87.53%
+$178,368.53 
AAPL Apple Inc.
+4.01%
+$34,229.12 
GOOGL Alphabet Inc
+3.17%
+$13,463.79 
MSFT Microsoft Corp.
+2.78%
+$28,269.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$38,372.4 
NVDA NVIDIA Corporation
+0.33%
+$2,468.2 
VCRB Vanguard Core Bond ETF
+0.16%
+$2,050.86 
AVSU Avantis Responsible U.S. Equity ETF
0%
+$63.82 
AMZN Amazon.com Inc
0%
-$0.21 
AVDE Avantis International Equity ETF
0%
-$0.74 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
-$0.01 
BIRD Allbirds, Inc.
0%
$0 
BLND Blend Labs Inc.
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFSU Dimensional US Sustainability Core 1 ETF
0%
$0 
EBI Longview Advantage ETF
0%
-$50.29 
GOOG Alphabet Inc
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
PG Procter & Gamble Co
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.07 
VT Vanguard Total World Stock ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
+$0.01 
VYM Vanguard High Dividend Yield ETF
0%
+$0.03 
YUM Yum! Brands, Inc.
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
-0.47%
-$34,444.29 
XOM Exxon Mobil Corporation
-0.4%
-$889.71 
PEP PepsiCo, Inc.
-0.04%
-$241 
AVSD Avantis Responsible International Equity ETF
0%
-$74.83 
AVSE Avantis Responsible Emerging Markets Equity ETF
0%
-$25.65 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
-$3.86 Events
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Dividends
Dividend Analysis
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| Trades 362 | Longs Won 304/362 83% | Profit Factor 192.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.48M |
| Average Win $368,075.19 | Best Trade (Jul 16) $15.95M | Sharpe Ratio -74.72 |
| Average Loss -$10,026.59 | Worst Trade (Jul 16) -$59,659.51 | Z-Score 19.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 1d | Expectancy $307,495.35 |
| 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% | 0.02% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
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