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:
88.46%
Gain +4.91%
Monthly
1.75%
Yearly
23.12%
Drawdown
17.02%
$300.44M
Equity
Holdings
$300.44M
Investment
$197.88M
$121.26M
Profit +$9.28M
Realized
$18.7M
Unrealized
$102.56M
Dividends
$15.07M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.91%
Profit
$9.28M
Win %
79%
This Week
Compared To Last Week
Gain
3.14%
Profit
$9.16M
Win %
79%
This Month
Compared to last month
Gain
3.3%
Profit
$9.59M
Win %
79%
This Year
Compared to last year
Gain
3.15%
Profit
$9.16M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$748,118.59 
GOOG Alphabet Inc
+6.88%
+$31,239.2 
GOOGL Alphabet Inc
+6.73%
+$26,514.6 
MSFT Microsoft Corp.
+3.02%
+$35,997.63 
NVDA NVIDIA Corporation
+2.93%
+$20,150.61 
BLND Blend Labs Inc.
+1.71%
+$327.96 
NBIS Nebius Group N.V.
+1.05%
+$4,728.26 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,792.75 
TSLA Tesla, Inc.
+0.76%
+$1,142.23 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,609.99 
VOO Vanguard S&P 500 ETF
+0.71%
+$14,862 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$12,239.72 
PLTR Palantir Technologies Inc.
+0.65%
+$3,395.99 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$6,484.32 
AVUS Avantis U.S. Equity ETF
+0.57%
+$148,083.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$164,236.52 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$12,126.5 
PG Procter & Gamble Co
+0.37%
+$1,234.37 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,073.9 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$155,808.32 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$1,894.68 
VT Vanguard Total World Stock ETF
+0.26%
+$4,286.14 
EBI Longview Advantage ETF
+0.17%
+$19,251.58 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$7,248.33 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$649.94 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$196.83 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$157.16 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$66,400.16 
YUM Yum! Brands, Inc.
-2.37%
-$7,440 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,096.02 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$12,554.38 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$10,946.04 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,105.5 
AVDE Avantis International Equity ETF
-0.46%
-$105,002.52 
PEP PepsiCo, Inc.
-0.46%
-$3,084.8 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$2,535.5 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,264.08 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$38,541.31 
VCRB Vanguard Core Bond ETF
-0.25%
-$3,342.82 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,847.02 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$127,714.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$20,746.62 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$520.45 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$17,239.68 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$6,054.7 
VO Vanguard Mid-Cap ETF
-0.05%
-$117.28 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$119.36 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$58.15 Events
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Dividends
Dividend Analysis
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| Trades 392 | Longs Won 327/392 83% | Profit Factor 146.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.53M |
| Average Win $373,361.46 | Best Trade (Aug 17) $17.14M | Sharpe Ratio -10.26 |
| Average Loss -$12,792.04 | Worst Trade (Mar 30) -$87,550 | Z-Score 18.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 3d | Expectancy $309,330.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,708 | $630,972.68 | $836,528.28 | - | $205,555.6 | 32.58% | -7.354% |
| AMZN Amazon.com Inc | 20,735 | $4.32M | $5.63M | - | $1.31M | 30.4% | +15.321% |
| AVDE Avantis International Equity ETF | 250,006 | $13.76M | $22.8M | - | $9.04M | 65.72% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 2,211 | $220,888.09 | $231,359.04 | - | $10,470.95 | 4.74% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 80,537 | $4.22M | $7.21M | - | $2.98M | 70.67% | +0.101% |
| AVSD Avantis Responsible International Equity ETF | 24,959 | $1.33M | $2.03M | - | $693,772.73 | 52.07% | -0.616% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 8,552 | $410,403.09 | $641,896.01 | - | $231,492.92 | 56.41% | +0.101% |
| AVSU Avantis Responsible U.S. Equity ETF | 31,912 | $1.77M | $2.79M | - | $1.02M | 57.58% | +0.437% |
| AVUS Avantis U.S. Equity ETF | 205,672 | $14.5M | $26.24M | - | $11.75M | 81.05% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,929 | $382,606.69 | $492,225.12 | - | $109,618.43 | 28.65% | +0.032% |
| BLND Blend Labs Inc. | 10,932 | $46,023.74 | $19,458.96 | - | -$26,564.78 | -57.72% | +1.714% |
| BND Vanguard Total Bond Market Index Fund | 202,849 | $14.86M | $14.65M | - | -$208,456.09 | -1.4% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 25,882 | $1.3M | $1.24M | - | -$64,835.93 | -4.98% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 1,115 | $510,477.84 | $570,367.1 | - | $59,889.26 | 11.73% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 287,328 | $22.2M | $22.29M | - | $93,005.6 | 0.42% | -0.077% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 973,802 | $25.95M | $43.32M | - | $17.37M | 66.93% | +0.361% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 1.6M | $36.72M | $58.29M | - | $21.57M | 58.73% | -0.219% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 12,889 | $398,864.23 | $594,195.79 | - | $195,331.56 | 48.97% | +0.32% |
| DFSI Dimensional International Sustainability Core 1 ETF | 39,093 | $1.19M | $1.8M | - | $604,621.59 | 50.75% | -0.606% |
| DFSU Dimensional US Sustainability Core 1 ETF | 38,980 | $1.11M | $1.84M | - | $724,143.07 | 65.03% | +0.671% |
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FAQ
Which stocks have generated the highest profits for Carrie Miller?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $5.2M, NVIDIA Corporation - $3.67M, VANGUARD TOTAL STOCK MKT ETF - $3.26M, Dimensional U.S. Core Equity 2 ETF - $2.62M, and Microsoft Corp - $2.61M. 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: SoFi Technologies, Inc - $87,550, Exxon Mobil Corporation - $82,617.04, POLA - $14,144, AMRN - $7,594, and iShares Core S&P Small-Cap ETF - $2,928.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carrie Miller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.07M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $4.09M, Avantis International Equity ETF - $1.84M, Vanguard Short-Term Bond ETF - $1.31M, VANGUARD TOTAL STOCK MKT ETF - $1.25M, and Dimensional U.S. Core Equity 2 ETF - $1.2M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carrie Miller's monthly returns?
Carrie Miller'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 Carrie Miller's strategy be considered aggressive or moderate?
Carrie Miller'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 Carrie Miller's strategy?
Carrie Miller'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.
