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:
37.93%
Gain +1.68%
Monthly
1.24%
Yearly
15.93%
Drawdown
21.6%
$276.69M
Equity
Holdings
$276.69M
Investment
$270.35M
$81.75M
Profit +$4.51M
Realized
$75.41M
Unrealized
$6.34M
Dividends
$9.61M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.68%
Profit
$4.51M
Win %
76%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$1.9M
Win %
76%
This Month
Compared to last month
Gain
0.55%
Profit
$1.52M
Win %
76%
This Year
Compared to last year
Gain
-3.65%
Profit
-$10.48M
Win %
77%
RKT Rocket Companies, Inc. Class A
+4.57%
+$3.53M 
NVDA NVIDIA Corporation
+3.31%
+$72,302.4 
WFC Wells Fargo & Company
+2.55%
+$305,807.08 
META Meta Platforms Inc Class A
+2.25%
+$10,853.46 
V Visa Inc. Class A
+1.49%
+$3,502.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.17%
+$2,842.51 
BRK-B Berkshire Hathaway Inc.
+1.11%
+$8,204 
IAU iShares Gold Trust
+1.06%
+$36,929.26 
IWM iShares Russell 2000 ETF
+1.02%
+$3,961.97 
VOE Vanguard Mid-Cap Value ETF
+0.83%
+$35,304.66 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.8%
+$2,321.3 
GOOGL Alphabet Inc
+0.79%
+$6,109.52 
EFIV SPDR S&P 500 ESG ETF
+0.76%
+$2,991.11 
PAVE Global X U.S. Infrastructure Development ETF
+0.75%
+$16,555.99 
IMTM iShares MSCI International Momentum Factor ETF
+0.74%
+$46,312.5 
SNPE Xtrackers S&P 500 ESG ETF
+0.72%
+$3,549.64 
WMT Walmart Inc.
+0.66%
+$2,061.37 
VYM Vanguard High Dividend Yield ETF
+0.66%
+$2,596.89 
SUSL iShares ESG MSCI USA Leaders ETF
+0.63%
+$2,495.18 
SCHF Schwab International Equity ETF
+0.61%
+$26,221.82 
VB Vanguard Small-Cap ETF
+0.61%
+$33,130.98 
SDY SPDR S&P Dividend ETF
+0.59%
+$2,284.36 
OEF iShares S&P 100 ETF
+0.58%
+$38,446.3 
VTV Vanguard Value ETF
+0.58%
+$18,724.2 
GOOG Alphabet Inc
+0.56%
+$9,737.1 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.56%
+$2,256 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+0.54%
+$35,246.47 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.51%
+$21,712.42 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.49%
+$22,856.08 
MGV Vanguard Mega Cap Value ETF
+0.49%
+$34,130.16 
IWY iShares Russell Top 200 Growth ETF
+0.48%
+$40,366.81 
ESGE iShares ESG Aware MSCI EM ETF
+0.47%
+$1,266.08 
IWL iShares Russell Top 200 ETF
+0.45%
+$30,038.06 
EASG Xtrackers MSCI EAFE Selection Equity ETF
+0.44%
+$1,117.07 
XVV iShares ESG Screened S&P 500
+0.44%
+$2,591.82 
IVV iShares Core S&P 500 ETF
+0.43%
+$1,646.31 
VXF Vanguard Extended Market ETF
+0.43%
+$2,028.98 
SPY SPDR S&P 500 ETF Trust
+0.41%
+$1,627.38 
ACWI iShares MSCI ACWI ETF
+0.4%
+$859.95 
IQLT iShares MSCI International Quality Factor ETF
+0.38%
+$17,860.83 
FENI Fidelity Enhanced International ETF
+0.38%
+$24,722.19 
IWX iShares Russell Top 200 Value ETF
+0.37%
+$26,990.04 
VO Vanguard Mid-Cap ETF
+0.37%
+$21,914.4 
ESGU iShares ESG Aware MSCI USA ETF
+0.35%
+$2,436.11 
AAPL Apple Inc.
+0.31%
+$7,047.59 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$1,139.05 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$1,312.29 
VUG Vanguard Growth ETF
+0.23%
+$10,634.8 
LLY Eli Lilly and Company
+0.23%
+$783.38 
MGK Vanguard Mega Cap Growth ETF
+0.2%
+$5,756.76 
XMMO Invesco S&P MidCap Momentum ETF
+0.2%
+$749.08 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.2%
+$8,351.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.11%
+$4,960 
QQQ Invesco QQQ Trust, Series 1
+0.08%
+$2,752.7 
CMBS iShares CMBS ETF
+0.06%
+$657.8 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$2,914.8 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$2,910.37 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.04%
+$136.27 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.04%
+$85.47 
IEF iShares 7-10 Year Treasury Bond ETF
+0.03%
+$1,179.02 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.03%
+$589.47 
IEI iShares 3-7 Year Treasury Bond ETF
+0.03%
+$1,339.29 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.02%
+$46.6 
SCHE Schwab Emerging Markets Equity ETF
+0.01%
+$283.13 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.01%
+$47.88 
IUSB iShares Core Universal USD Bond ETF
+0.01%
+$83.68 
ICSH iShares Short Treasury Bond ETF
0%
$0 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
0%
$0 
TSLA Tesla, Inc.
-1.18%
-$3,473.25 
LRCX Lam Research Corporation
-1.01%
-$1,995.34 
SPG Simon Property Group, Inc.
-0.84%
-$8,301.92 
COST Costco Wholesale Corporation
-0.82%
-$2,564.71 
MSFT Microsoft Corp.
-0.81%
-$15,732.46 
AMAT Applied Materials, Inc.
-0.77%
-$6,465.96 
AMD Advanced Micro Devices, Inc.
-0.65%
-$1,085.37 
AVGO Broadcom Inc.
-0.59%
-$2,884.19 
IWP iShares Russell Mid-Cap Growth ETF
-0.52%
-$18,140.5 
XOM Exxon Mobil Corporation
-0.44%
-$1,766.6 
GE General Electric Company
-0.14%
-$278.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$932.1 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.09%
-$1,916.04 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.06%
-$157.2 
AMZN Amazon.com Inc
-0.05%
-$471.64 
JPM JPMorgan Chase & Co.
-0.04%
-$150.09 Events
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Dividends
Dividend Analysis
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| Trades 556 | Longs Won 426/556 76% | Profit Factor 3.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.31M |
| Average Win $278,013.25 | Best Trade (Dec 30) $69.83M | Sharpe Ratio -12.27 |
| Average Loss -$282,187.74 | Worst Trade (Sep 01) -$35.34M | Z-Score 12.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 1d | Expectancy $147,031 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.01% | 0.12% | 0.6% | 2.31% | 7.21% | 19.3% | 45.99% |
| Consecutive Losing Trades | 980 | 882 | 784 | 686 | 588 | 490 | 392 | 294 | 196 | 98 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,083 | $1.51M | $2.31M | - | $801,065.46 | 53.09% | +0.306% |
| ACWI iShares MSCI ACWI ETF | 1,365 | $156,401.36 | $218,468.25 | - | $62,066.89 | 39.68% | +0.395% |
| AMAT Applied Materials, Inc. | 1,913 | $447,442.71 | $838,793.11 | - | $391,350.4 | 87.46% | -0.765% |
| AMD Advanced Micro Devices, Inc. | 363 | $210,870 | $165,753.06 | - | -$45,116.94 | -21.4% | -0.651% |
| AMZN Amazon.com Inc | 3,628 | $706,714.99 | $924,378.12 | - | $217,663.13 | 30.8% | -0.051% |
| AVGO Broadcom Inc. | 1,311 | $224,801.45 | $481,766.28 | - | $256,964.83 | 114.31% | -0.595% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,107 | $241,992.12 | $232,543.41 | - | -$9,448.71 | -3.9% | +0.02% |
| BRK-B Berkshire Hathaway Inc. | 1,465 | $633,672.93 | $744,117.45 | - | $110,444.52 | 17.43% | +1.115% |
| CMBS iShares CMBS ETF | 22,000 | $1.07M | $1.06M | - | -$13,202.2 | -1.23% | +0.062% |
| COST Costco Wholesale Corporation | 332 | $313,808.7 | $309,502.02 | - | -$4,306.68 | -1.37% | -0.822% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 9,577 | $451,867.71 | $443,846.06 | - | -$8,021.65 | -1.78% | +0.011% |
| EASG Xtrackers MSCI EAFE Selection Equity ETF | 6,571 | $202,564.77 | $255,414.77 | - | $52,850 | 26.09% | +0.439% |
| EFIV SPDR S&P 500 ESG ETF | 5,294 | $286,810.37 | $395,858.85 | - | $109,048.48 | 38.02% | +0.761% |
| EMGF iShares MSCI Emerging Markets Multifactor ETF | 59,652 | $2.8M | $4.3M | - | $1.5M | 53.39% | +0.195% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 43,954 | $3.55M | $4.66M | - | $1.1M | 31.1% | +0.493% |
| ESGE iShares ESG Aware MSCI EM ETF | 4,965 | $169,733.53 | $268,829.92 | - | $99,096.39 | 58.38% | +0.473% |
| ESGU iShares ESG Aware MSCI USA ETF | 4,129 | $505,551.08 | $691,772.66 | - | $186,221.58 | 36.84% | +0.353% |
| FENI Fidelity Enhanced International ETF | 159,498 | $5.69M | $6.56M | - | $872,904.09 | 15.35% | +0.378% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 100,988 | $3.02M | $4.3M | - | $1.28M | 42.36% | +0.507% |
| FPEI First Trust Institutional Preferred Securities and Income ETF | 117,893 | $2.24M | $2.24M | - | -$2,861.13 | -0.13% | +0.026% |
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FAQ
Which stocks have generated the highest profits for Laura Steagall-Cissell?
The largest contributions to the portfolio's profits come from the following stocks: Mr. Cooper Group Inc - $71.74M, Schwab U.S. Large-Cap Growth ETF - $1.24M, Broadcom Inc - $946,359.31, iShares Core Universal USD Bond ETF - $711,951.31, and Wells Fargo & Company - $535,485.86. 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: Vanguard Mega Cap ETF - $202,910.7, iShares Core S&P Small-Cap ETF - $170,649.32, iShares Morningstar Small-Cap Growth ETF - $149,483.13, SPDR S&P 600 Small Cap Value ETF - $115,170.63, and McKesson Corporation - $26,570.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Laura Steagall-Cissell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.61M earned over time. The largest contributors to dividend income include Mr. Cooper Group Inc - $1.09M, iShares Core Universal USD Bond ETF - $724,607.18, Wells Fargo & Company - $534,918.05, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $488,082.96, and Vanguard Intermediate-Term Corporate Bond Fund - $476,142.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Laura Steagall-Cissell's monthly returns?
Laura Steagall-Cissell's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Laura Steagall-Cissell's strategy be considered aggressive or moderate?
Laura Steagall-Cissell's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Laura Steagall-Cissell's strategy?
Laura Steagall-Cissell's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
