LS
Laura Steagall-Cissell Portfolio
Invests via Veridan Wealth LLC | Managed by Laura Steagall-Cissell
Invests via Veridan Wealth LLC
Managed by Laura Steagall-Cissell
Automatically Tracked
Experienced investor and healthcare entrepreneur focused on growth-stage life sciences and healthcare services. Laura Steagall-Cissell is a former operator turned investor with experience scaling clinical and digital health businesses, advising boards on commercialization, go-to-market and capital strategy. Known for sector networks, board roles, and active portfolio support across Series A–C.
Experienced investor and healthcare entrepreneur focused on growth-stage life sciences and healthcare services. Laura Steagall-Cissell is a former operator turned investor with experience scaling clinical and digital health businesses, advising boards on commercialization, go-to-market and capital strategy. Known for sector networks, board roles, and active portfolio support across Series A–C.
Investment Philosophy & Strategy
Experienced investor and healthcare entrepreneur focused on growth-stage life sciences and healthcare services. Laura Steagall-Cissell is a former operator turned investor with experience scaling clinical and digital health businesses, advising boards on commercialization, go-to-market and capital strategy. Known for sector networks, board roles, and active portfolio support across Series A–C.
Experienced investor and healthcare entrepreneur focused on growth-stage life sciences and healthcare services. Laura Steagall-Cissell is a former operator turned investor with experience scaling clinical and digital health businesses, advising boards on commercialization, go-to-market and capital strategy. Known for sector networks, board roles, and active portfolio support across Series A–C.
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:
35.08%
Gain
Monthly
1.23%
Yearly
15.83%
Drawdown
21.59%
$284.03M
Equity
Holdings
$284.03M
Investment
$273.14M
$85.15M
Profit -$1.38M
Realized
$74.26M
Unrealized
$10.89M
Dividends
$9.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.38M
Win %
82%
This Week
Compared To Last Week
Gain
-2.48%
Profit
-$7.21M
Win %
82%
This Month
Compared to last month
Gain
-2.23%
Profit
-$6.47M
Win %
82%
This Year
Compared to last year
Gain
7.16%
Profit
$18.98M
Win %
81%
BRK-B Berkshire Hathaway Inc.
+1.86%
+$12,907.08 
XOM Exxon Mobil Corporation
+1.66%
+$6,353.5 
MCK McKesson Corporation
+1.61%
+$3,351.79 
WFC Wells Fargo & Company
+1.45%
+$175,443.2 
LLY Eli Lilly and Company
+1.2%
+$3,955.79 
WMT Walmart Inc.
+1.03%
+$3,114.56 
SPG Simon Property Group, Inc.
+0.77%
+$8,104.59 
PG Procter & Gamble Co
+0.74%
+$2,694.72 
VOE Vanguard Mid-Cap Value ETF
+0.61%
+$27,617.5 
VTV Vanguard Value ETF
+0.59%
+$19,490.39 
SDY SPDR S&P Dividend ETF
+0.52%
+$2,239.62 
TLH iShares 10-20 Year Treasury Bond ETF
+0.52%
+$11,838.25 
MGV Vanguard Mega Cap Value ETF
+0.51%
+$35,219.25 
IAU iShares Gold Trust
+0.44%
+$13,493.37 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$1,749.51 
COST Costco Wholesale Corporation
+0.34%
+$965.76 
IEF iShares 7-10 Year Treasury Bond ETF
+0.33%
+$13,075.96 
SCHP Schwab U.S. TIPS ETF
+0.31%
+$6,984.78 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.29%
+$7,093.31 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$15,907.38 
IUSB iShares Core Universal USD Bond ETF
+0.21%
+$18,161.91 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.2%
+$856.24 
JPM JPMorgan Chase & Co.
+0.2%
+$690.87 
IEI iShares 3-7 Year Treasury Bond ETF
+0.17%
+$4,168.27 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$8,214.08 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.15%
+$7,141.12 
VO Vanguard Mid-Cap ETF
+0.15%
+$8,337.12 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.13%
+$297.51 
IWX iShares Russell Top 200 Value ETF
+0.08%
+$6,056.73 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.08%
+$1,920.13 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.06%
+$199.26 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$45.52 
AMAT Applied Materials, Inc.
-4.82%
-$57,140.16 
META Meta Platforms Inc Class A
-4.27%
-$22,570.06 
TSLA Tesla, Inc.
-2.32%
-$5,744.04 
MSFT Microsoft Corp.
-2.2%
-$34,754.84 
GOOG Alphabet Inc
-2.08%
-$14,006.06 
GOOGL Alphabet Inc
-2.06%
-$17,130.22 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.84%
-$81,479.91 
SCHE Schwab Emerging Markets Equity ETF
-1.81%
-$36,566.4 
MGK Vanguard Mega Cap Growth ETF
-1.71%
-$51,553.78 
V Visa Inc. Class A
-1.56%
-$4,045.59 
ESGE iShares ESG Aware MSCI EM ETF
-1.54%
-$4,589.11 
VUG Vanguard Growth ETF
-1.49%
-$71,205.56 
XVV iShares ESG Screened S&P 500
-1.48%
-$8,677.65 
IWY iShares Russell Top 200 Growth ETF
-1.43%
-$120,348.64 
NVDA NVIDIA Corporation
-1.41%
-$27,494.72 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$50,456.8 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.23%
-$52,637.53 
IMTM iShares MSCI International Momentum Factor ETF
-1.07%
-$63,245.58 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.97%
-$39,946.53 
QUAL iShares MSCI USA Quality Factor ETF
-0.96%
-$4,847.88 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
-0.94%
-$3,723.68 
AVGO Broadcom Inc.
-0.93%
-$4,857.99 
AAPL Apple Inc.
-0.92%
-$22,825.52 
FENI Fidelity Enhanced International ETF
-0.9%
-$53,656.56 
OEF iShares S&P 100 ETF
-0.87%
-$58,510.62 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.84%
-$54,544.81 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.84%
-$2,182.19 
SUSL iShares ESG MSCI USA Leaders ETF
-0.82%
-$3,270 
IWL iShares Russell Top 200 ETF
-0.8%
-$54,105.84 
ACWI iShares MSCI ACWI ETF
-0.77%
-$2,200.99 
EASG Xtrackers MSCI EAFE Selection Equity ETF
-0.77%
-$1,943.46 
RKT Rocket Companies, Inc. Class A
-0.74%
-$653,393.95 
AMZN Amazon.com Inc
-0.73%
-$6,492.84 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.72%
-$30,869.82 
SCHF Schwab International Equity ETF
-0.68%
-$28,844.09 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$4,553.85 
SNPE Xtrackers S&P 500 ESG ETF
-0.64%
-$3,237.27 
EFIV SPDR S&P 500 ESG ETF
-0.64%
-$2,583.82 
IVV iShares Core S&P 500 ETF
-0.61%
-$2,700.48 
IWP iShares Russell Mid-Cap Growth ETF
-0.56%
-$16,491.54 
XMMO Invesco S&P MidCap Momentum ETF
-0.55%
-$2,129.36 
IQLT iShares MSCI International Quality Factor ETF
-0.3%
-$13,048.8 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.29%
-$1,259.7 
VXF Vanguard Extended Market ETF
-0.22%
-$1,219.53 
VB Vanguard Small-Cap ETF
-0.15%
-$7,890.47 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.04%
-$187.55 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$270.92 Events
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Dividends
Dividend Analysis
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| Trades 473 | Longs Won 373/473 78% | Profit Factor 3.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.46M |
| Average Win $305,094.05 | Best Trade (Dec 30) $69.83M | Sharpe Ratio -13.45 |
| Average Loss -$286,510.61 | Worst Trade (Jul 10) -$30.89M | Z-Score 16.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 6d | Expectancy $180,019.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.28% | 1.31% | 4.84% | 15.04% | 40.88% |
| Consecutive Losing Trades | 991 | 892 | 793 | 694 | 595 | 496 | 396 | 297 | 198 | 99 |
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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