Steven Scruggs Portfolio
Invests via FPA Queens Road Small Cap Value Fund | Managed by Steven H. Scruggs, CFA, Ben Mellman
Invests via FPA Queens Road Small Cap Value Fund
Managed by Steven H. Scruggs, CFA, Ben Mellman
Automatically Tracked
Steven Scruggs
Specializes in farmland and agricultural investment platforms, leading capital formation and product development for institutional and accredited investors. Steven Scruggs is an executive and founder who has built digital marketplaces for direct farmland ownership, combining asset management, deal sourcing, and investor relations. Prior roles in finance and agri-business inform a cross-disciplinary approach to structuring pooled and single-asset funds. Strategic priorities include yield generation through crop revenue, sustainable land stewardship, and improving liquidity solutions for traditionally illiquid real assets. Appeals to institutions, family offices and HNW investors seeking inflation protection and portfolio diversification via real assets.
Specializes in farmland and agricultural investment platforms, leading capital formation and product development for institutional and accredited investors. Steven Scruggs is an executive and founder who has built digital marketplaces for direct farmland ownership, combining asset management, deal sourcing, and investor relations. Prior roles in finance and agri-business inform a cross-disciplinary approach to structuring pooled and single-asset funds. Strategic priorities include yield generation through crop revenue, sustainable land stewardship, and improving liquidity solutions for traditionally illiquid real assets. Appeals to institutions, family offices and HNW investors seeking inflation protection and portfolio diversification via real assets.
Investment Philosophy & Strategy
Focuses on farmland and agricultural real assets with a bias toward income-generating, long-duration investments that hedge inflation and diversify institutional portfolios. Deploys capital into pooled funds and single-asset structures that combine crop revenue models, active land stewardship and operational improvements to enhance yields and returns. Prioritizes disciplined underwriting, downside protection through conservative leverage and multi-year cash-flow projections, and liquidity-enhancing wrappers for traditionally illiquid holdings. Investment decisions blend deal sourcing, product design and investor-aligned governance, targeting family offices, HNW clients and institutions seeking stable real-asset exposure.
Focuses on farmland and agricultural real assets with a bias toward income-generating, long-duration investments that hedge inflation and diversify institutional portfolios. Deploys capital into pooled funds and single-asset structures that combine crop revenue models, active land stewardship and operational improvements to enhance yields and returns. Prioritizes disciplined underwriting, downside protection through conservative leverage and multi-year cash-flow projections, and liquidity-enhancing wrappers for traditionally illiquid holdings. Investment decisions blend deal sourcing, product design and investor-aligned governance, targeting family offices, HNW clients and institutions seeking stable real-asset exposure.
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:
-62.16%
Gain
Monthly
0.67%
Yearly
8.39%
Drawdown
91.33%
$3.6B
Equity
Holdings
$3.6B
Investment
$2.04B
$2.09B
Profit -$27.89M
Realized
$530.75M
Unrealized
$1.55B
Dividends
$335.62M
Goals
Avg. 100% completed goals
Yearly
Loss < $300M 2026
Yearly
Loss < 20% 2026
Yearly
Loss < 12% 2026
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$27.89M
Win %
82%
This Week
Compared To Last Week
Gain
-1.81%
Profit
-$66.47M
Win %
82%
This Month
Compared to last month
Gain
-2.21%
Profit
-$81.23M
Win %
82%
This Year
Compared to last year
Gain
14.44%
Profit
$454.49M
Win %
82%
PYPL PayPal Holdings Inc
+16.42%
+$667,951.9 
BLK BlackRock, Inc.
+6.68%
+$812,323.78 
CNXC Concentrix Corporation
+6.21%
+$201,013.04 
UPBD Upbound Group, Inc.
+4.84%
+$1.15M 
IDXX IDEXX Laboratories, Inc.
+4.51%
+$9,360.04 
AAPL Apple Inc.
+4.28%
+$4.06M 
GOOG Alphabet Inc
+3.89%
+$2.52M 
BKNG Booking Holdings Inc.
+3.78%
+$557,717.91 
BX Blackstone Inc.
+3.76%
+$393,625.44 
GOOGL Alphabet Inc
+3.68%
+$641,482.53 
BDX Becton, Dickinson and Company
+3.6%
+$72,508.76 
META Meta Platforms Inc Class A
+3.37%
+$1.24M 
AMZN Amazon.com Inc
+3.31%
+$1.14M 
EFX Equifax Inc.
+3.31%
+$8,903.76 
MSFT Microsoft Corp.
+3.31%
+$2.17M 
CSWI CSW Industrials Inc.
+3.25%
+$175,620.07 
ORCL Oracle Corporation
+3.2%
+$795,325.04 
GIII G-III Apparel Group, Ltd.
+3.06%
+$768,531.7 
BNY BlackRock New York Municipal Income Trust
+2.69%
+$120,872.96 
MFC Manulife Financial Corporation
+2.63%
+$12,778.65 
BMY Bristol-Myers Squibb Company
+2.62%
+$43,183.07 
FISV Fiserv, Inc.
+2.44%
+$86,577.92 
IMKTA Ingles Markets Inc.
+2.44%
+$833,693.93 
AMP Ameriprise Financial, Inc.
+2.43%
+$412,108.53 
ADBE Adobe Inc.
+2.41%
+$172,415.43 
ACN Accenture plc Class A
+2.4%
+$196,057.16 
RJF Raymond James Financial Inc.
+2.32%
+$374,782.07 
COKE Coca-Cola Consolidated Inc.
+2.22%
+$25,006.59 
VOX Vanguard Communication Services ETF
+2.2%
+$12,177.68 
DLTR Dollar Tree, Inc.
+2.18%
+$5,108.35 
TROW T. Rowe Price Group, Inc.
+2.13%
+$52,145.99 
MRK Merck & Co., Inc.
+2.12%
+$339,848.22 
SCHW Charles Schwab Corporation
+2.1%
+$16,567.8 
XLC Communication Services Select Sector SPDR Fund
+2.05%
+$45,415.32 
PFE Pfizer Inc.
+2.04%
+$135,401.8 
SPGI S&P Global Inc.
+2.01%
+$5,453.38 
WFC Wells Fargo & Company
+1.94%
+$19,682.85 
FLO Flowers Foods, Inc.
+1.93%
+$35,691.68 
FSBC Five Star Bancorp
+1.92%
+$124,933.18 
GPK Graphic Packaging Holding Company
+1.89%
+$75,645.96 
ICE Intercontinental Exchange, Inc.
+1.82%
+$3,323.24 
CMCSA Comcast Corp
+1.8%
+$138,663.44 
DCO Ducommun Inc.
+1.79%
+$364,733.59 
GIS General Mills, Inc.
+1.74%
+$11,810.36 
PVH PVH Corp.
+1.72%
+$556,418.8 
FITB Fifth Third Bancorp
+1.72%
+$9,487.38 
PM Philip Morris International Inc.
+1.71%
+$6,480.53 
SCHL Scholastic Corporation
+1.68%
+$529,297.64 
COF Capital One Financial Corporation
+1.68%
+$7,093.3 
MAR Marriott International Inc. - Class A
+1.66%
+$17,429.08 
TFC Truist Financial Corporation
+1.66%
+$72,399.96 
DRI Darden Restaurants, Inc.
+1.62%
+$32,811.24 
BXP Boston Properties, Inc.
+1.61%
+$89,397.44 
SYK Stryker Corporation
+1.57%
+$108,672.2 
AXP American Express Company
+1.57%
+$504,035.82 
LOB Live Oak Bancshares Inc.
+1.56%
+$38,611.3 
LEVI Levi Strauss & Co.
+1.53%
+$347,372.69 
CNO CNO Financial Group Inc.
+1.53%
+$586,916.8 
HD The Home Depot, Inc.
+1.53%
+$271,363.87 
IAC People Incorporated
+1.5%
+$251,073.68 
DIS The Walt Disney Company
+1.48%
+$214,157.42 
MMM 3M Company
+1.45%
+$15,781.04 
SAIC Science Applications International Corporation Common Stock
+1.44%
+$277,518.08 
JPM JPMorgan Chase & Co.
+1.4%
+$476,966.4 
BAC Bank of America Corporation
+1.39%
+$51,151.8 
LOW Lowe's Companies Inc.
+1.32%
+$85,387.5 
NTB The Bank of N.T. Butterfield & Son Limited
+1.3%
+$122,875.02 
VCR Vanguard Consumer Discretionary ETF
+1.3%
+$6,745.78 
VZ Verizon Communications Inc.
+1.29%
+$10,093.6 
ADP Automatic Data Processing Inc.
+1.28%
+$14,007.56 
SFBS ServisFirst Bancshares Inc.
+1.22%
+$458,467.36 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.21%
+$5,667.77 
PG Procter & Gamble Co
+1.16%
+$169,457.99 
AX Axos Financial Inc.
+1.15%
+$398,572.16 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+1.13%
+$3,586.44 
PNC The PNC Financial Services Group, Inc.
+1.06%
+$3,816.32 
SHW The Sherwin-Williams Company
+1.02%
+$41,687.52 
TMUS T-Mobile US, Inc.
+1.02%
+$101,366.99 
YUMC Yum China Holdings Inc.
+0.99%
+$2,021.47 
AMGN Amgen Inc.
+0.99%
+$179,706.56 
ZTS Zoetis Inc.
+0.97%
+$12,652.56 
NFLX Netflix, Inc.
+0.91%
+$44,156.35 
UGI UGI Corporation
+0.91%
+$436,162.65 
ABBV AbbVie Inc.
+0.82%
+$149,607.26 
RY Royal Bank of Canada
+0.81%
+$171,485.7 
T AT&T Inc.
+0.8%
+$4,264.53 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.79%
+$4,061.34 
XLF Financial Select Sector SPDR Fund
+0.79%
+$5,882.45 
PNFP Pinnacle Financial Partners Inc.
+0.79%
+$3,996.61 
FDX FedEx Corporation
+0.77%
+$1,869.67 
DECK Deckers Outdoor Corporation
+0.76%
+$7,323.21 
PANW Palo Alto Networks, Inc.
+0.72%
+$82,285.52 
VDC VANGUARD CONSUMER STAPLES ETF
+0.72%
+$4,861.62 
NKE Nike, Inc. - Class B
+0.71%
+$34,005.67 
WMT Walmart Inc.
+0.71%
+$177,313.05 
PPG PPG Industries Inc.
+0.7%
+$7,148 
MCK McKesson Corporation
+0.68%
+$1,667.7 
VTWV Vanguard Russell 2000 Value Index Fund
+0.63%
+$102,536.18 
V Visa Inc. Class A
+0.63%
+$8,451.7 
SBUX Starbucks Corporation
+0.58%
+$44,154.86 
BA Boeing Company
+0.55%
+$3,874.64 
PEP PepsiCo, Inc.
+0.52%
+$51,208.04 
DORM Dorman Products, Inc.
+0.5%
+$167,184.24 
FAF First American Financial Corporation
+0.49%
+$151,637.62 
IJS iShares S&P Small-Cap 600 Value ETF
+0.48%
+$7,242.99 
DHR Danaher Corporation
+0.48%
+$65,255.83 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.44%
+$1,611.95 
TJX The TJX Companies, Inc.
+0.42%
+$81,544.68 
WM Waste Management, Inc.
+0.41%
+$1,733.33 
PRU Prudential Financial, Inc.
+0.37%
+$18,228.56 
AVUV Avantis U.S. Small Cap Value ETF
+0.35%
+$45,726.12 
NOW ServiceNow, Inc.
+0.35%
+$12,341.72 
NNI Nelnet, Inc.
+0.33%
+$97,516.26 
DFAT Dimensional US Targeted Value ETF
+0.32%
+$18,210.37 
IJR iShares Core S&P Small-Cap ETF
+0.32%
+$3,996.03 
TMO Thermo Fisher Scientific Inc.
+0.32%
+$24,901.6 
COST Costco Wholesale Corporation
+0.31%
+$54,327.3 
INTU Intuit Inc.
+0.3%
+$468.44 
VGK Vanguard FTSE Europe ETF
+0.29%
+$661.47 
CL Colgate-Palmolive Company
+0.29%
+$3,784.04 
MTG MGIC Investment Corporation
+0.28%
+$81,970.16 
VHT Vanguard Health Care ETF
+0.27%
+$4,143.2 
XLV Health Care Select Sector SPDR Fund
+0.27%
+$1,477.18 
SPG Simon Property Group, Inc.
+0.24%
+$1,229.58 
CRM Salesforce Inc
+0.23%
+$20,145.45 
VUG Vanguard Growth ETF
+0.22%
+$87,019.62 
WAT Waters Corporation
+0.22%
+$1,268.52 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.21%
+$562.1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.21%
+$38,699.48 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.2%
+$819.54 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$5,968.39 
CEG Constellation Energy Corporation
+0.19%
+$7,406.27 
IBB iShares Biotechnology ETF
+0.17%
+$400.95 
VNQ Vanguard Real Estate ETF
+0.17%
+$1,938.56 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.17%
+$633.88 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.17%
+$1,103.9 
DAL Delta Air Lines, Inc.
+0.15%
+$421.72 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.15%
+$2,098.61 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.15%
+$809.49 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.14%
+$4,185.51 
ABT Abbott Laboratories
+0.14%
+$14,399.25 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.14%
+$713.82 
BSV Vanguard Short-Term Bond ETF
+0.13%
+$2,920.2 
MA Mastercard Incorporated
+0.12%
+$20,984.02 
GE General Electric Company
+0.12%
+$23,572.65 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.12%
+$2,462.85 
AFL Aflac Inc.
+0.12%
+$1,289.26 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.11%
+$411.32 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$634.92 
EZM WisdomTree U.S. MidCap Fund
+0.1%
+$443.63 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$483 
VOOV Vanguard S&P 500 Value ETF
+0.09%
+$1,412.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.09%
+$65,199.2 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.09%
+$3,050.52 
RTX RTX Corporation
+0.09%
+$18,733.44 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$193.41 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$412.4 
AVDV Avantis International Small Cap Value ETF
+0.08%
+$536.56 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$492.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.08%
+$1,077.26 
TIP iShares TIPS Bond ETF
+0.07%
+$2,549.28 
MSM MSC Industrial Direct Co., Inc.
+0.07%
+$25,403.49 
PLTR Palantir Technologies Inc.
+0.07%
+$134.64 
BNDX Vanguard Total International Bond ETF
+0.06%
+$1,051.32 
DFAS Dimensional U.S. Small Cap ETF
+0.06%
+$141 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$284.54 
IWM iShares Russell 2000 ETF
+0.06%
+$744.94 
IEFA iShares Core MSCI EAFE ETF
+0.06%
+$160.38 
CMG Chipotle Mexican Grill, Inc.
+0.06%
+$1,875.48 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.05%
+$162.03 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.05%
+$604.77 
ESGV Vanguard ESG U.S. Stock ETF
+0.03%
+$392.52 
EFA iShares MSCI EAFE ETF
+0.01%
+$130.56 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.01%
+$59.93 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$60.92 
PLUS Eplus Inc.
+0.01%
+$1,358.08 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
+$1,575.09 
CSGS CSG Systems International, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DELL Dell Technologies Inc.
-13.55%
-$212,234.15 
MU Micron Technology, Inc.
-10.2%
-$119,870.45 
GLW Corning Incorporated
-10.12%
-$4.77M 
BE Bloom Energy Corporation
-9.73%
-$82,932.5 
ELV Elevance Health, Inc.
-8.28%
-$159,181.05 
PGR Progressive Corporation
-7.92%
-$1.41M 
INTC Intel Corporation
-7.27%
-$226,835.1 
VSH Vishay Intertechnology Inc.
-6.92%
-$5.36M 
AMD Advanced Micro Devices, Inc.
-6.17%
-$3.32M 
GEV GE Vernova Inc.
-5.99%
-$367,973.82 
AMAT Applied Materials, Inc.
-5.93%
-$5.26M 
KLAC KLA Corporation
-5.69%
-$32,775 
Q Qnity Electronics Inc.
-5.4%
-$55,869.73 
SOLS Sollensys Corp
-5.22%
-$17,288.13 
CSCO Cisco Systems, Inc.
-5.17%
-$2.12M 
MTZ MasTec, Inc. Common Stock
-4.57%
-$28,022.29 
CAT Caterpillar Inc.
-4.34%
-$228,793.13 
VLO Valero Energy Corporation
-4.22%
-$191,195.45 
PWR Quanta Services Inc.
-3.88%
-$90,948.81 
ECG Everus Construction Group, Inc.
-3.16%
-$169,167.07 
ETN Eaton Corporation plc
-3.12%
-$893,990.59 
TXN Texas Instruments Inc
-3.06%
-$372,180.72 
PSX Phillips 66
-2.98%
-$62,071.28 
SYNA Synaptics Incorporated
-2.89%
-$1.28M 
AAP Advance Auto Parts Inc.
-2.85%
-$594,015.22 
CARR Carrier Global Corporation
-2.69%
-$22,212.2 
SNX TD Synnex Corporation
-2.66%
-$2.11M 
LFUS Littelfuse Inc.
-2.59%
-$1.08M 
XLK State Street Technology Select Sector SPDR ETF
-2.54%
-$91,741.42 
YUM Yum! Brands, Inc.
-2.37%
-$18,799.9 
MPC Marathon Petroleum Corporation
-2.36%
-$10,167.3 
NVDA NVIDIA Corporation
-2.26%
-$785,588.22 
CNC Centene Corporation
-2.26%
-$46,500 
DAR Darling Ingredients Inc.
-2.25%
-$495,202.79 
VSEC VSE Corporation
-2.21%
-$20,182.58 
ARW Arrow Electronics Inc.
-2.15%
-$1.19M 
TEX Terex Corporation
-2.13%
-$598,450.6 
APH Amphenol Corporation
-2.08%
-$7,761.6 
FN Fabrinet
-2.07%
-$583,320 
ADI Analog Devices, Inc.
-2.04%
-$16,517.71 
RLI RLI Corp.
-2.04%
-$997,675.14 
OSK Oshkosh Corporation
-2.02%
-$756,750.12 
APD Air Products and Chemicals, Inc.
-1.97%
-$104,695.83 
EW Edwards Lifesciences Corporation
-1.95%
-$5,989.81 
VGT Vanguard Information Technology ETF
-1.9%
-$58,087.04 
VDE Vanguard Energy ETF
-1.86%
-$6,473.35 
IBM International Business Machines Corporation
-1.84%
-$276,769.51 
TT Trane Technologies plc
-1.83%
-$315,971.55 
VPL Vanguard FTSE Pacific ETF
-1.8%
-$10,708.25 
XLE Energy Select Sector SPDR Fund
-1.77%
-$4,692.63 
CB Chubb Limited
-1.75%
-$5,369.16 
CW Curtiss-Wright Corporation
-1.74%
-$5,244 
CTVA Corteva Inc.
-1.71%
-$6,146.55 
TRV The Travelers Companies, Inc.
-1.65%
-$5,057.56 
SFM Sprouts Farmers Market, Inc.
-1.63%
-$357,212.91 
ASML ASML Holding N.V. New York Registry Shares
-1.61%
-$372,019.68 
IGM iShares Expanded Tech Sector ETF
-1.6%
-$5,242.86 
EQIX Equinix, Inc.
-1.57%
-$117,696.28 
LIN Linde plc
-1.53%
-$80,842.37 
AVEM Avantis Emerging Markets Equity ETF
-1.52%
-$4,002.99 
VOT Vanguard Mid-Cap Growth ETF
-1.51%
-$512,723.52 
QCOM QUALCOMM Incorporated
-1.49%
-$246,536.78 
CRWD CrowdStrike Holdings, Inc.
-1.49%
-$11,203.52 
IWP iShares Russell Mid-Cap Growth ETF
-1.48%
-$10,424.4 
JBTM JBT Marel Corporation
-1.47%
-$428,831.49 
COP ConocoPhillips
-1.39%
-$162,410.04 
VMC Vulcan Materials Company
-1.38%
-$3,758.7 
XOM Exxon Mobil Corporation
-1.37%
-$252,601.17 
JNJ Johnson & Johnson
-1.35%
-$305,062.64 
NUMG Nuveen ESG Mid-Cap Growth ETF
-1.35%
-$4,080.51 
XLI Industrial Select Sector SPDR Fund
-1.33%
-$7,627.2 
GS The Goldman Sachs Group, Inc.
-1.33%
-$30,920.4 
VIS Vanguard Industrials ETF
-1.31%
-$8,199 
FSTR L.B. Foster Company
-1.27%
-$60,357.99 
CVX Chevron Corporation
-1.24%
-$78,504.75 
SCHV Schwab U.S. Large-Cap Value ETF
-1.21%
-$4,251.68 
HMN Horace Mann Educators Corp.
-1.21%
-$286,886.88 
SYY Sysco Corporation
-1.18%
-$9,614.78 
LLY Eli Lilly and Company
-1.16%
-$189,150.8 
DFAE Dimensional Emerging Core Equity Market ETF
-1.14%
-$2,934.8 
IEMG iShares Core MSCI Emerging Markets ETF
-1.08%
-$3,368.62 
VLTO Veralto Corporation
-1.08%
-$3,855.06 
QQQ Invesco QQQ Trust, Series 1
-1.05%
-$9,414.85 
IYW iShares U.S. Technology ETF
-1.04%
-$30,248.61 
IR Ingersoll Rand Inc.
-1.03%
-$19,557.56 
VAW Vanguard Materials ETF
-0.99%
-$2,992.66 
UNH UnitedHealth Group Incorporated
-0.98%
-$138,877.55 
GD General Dynamics Corporation
-0.92%
-$31,805.07 
QRVO Qorvo Inc.
-0.92%
-$5,052.48 
PSA Public Storage Common Stock
-0.91%
-$30,808.17 
ITW Illinois Tool Works Inc.
-0.91%
-$4,907.89 
VBK Vanguard Small-Cap Growth ETF
-0.9%
-$435,852.48 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.88%
-$4,369.12 
EMR Emerson Electric Co.
-0.87%
-$1,895.67 
RIO Rio Tinto Plc Sponsored ADR
-0.87%
-$83,110.05 
VO Vanguard Mid-Cap ETF
-0.86%
-$22,520.78 
DD DuPont de Nemours, Inc.
-0.85%
-$8,247.62 
TSLA Tesla, Inc.
-0.85%
-$107,745.12 
DFUV Dimensional US Marketwide Value ETF
-0.84%
-$13,873.74 
FTV Fortive Corporation
-0.84%
-$5,368.26 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.84%
-$3,348.13 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.83%
-$11,142.76 
NEE NextEra Energy, Inc.
-0.8%
-$71,650.84 
GGG Graco Inc.
-0.8%
-$53,789.12 
GWW W.W. Grainger, Inc.
-0.75%
-$24,252 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.74%
-$8,705.07 
VTV Vanguard Value ETF
-0.72%
-$257,800.7 
EXC Exelon Corporation
-0.72%
-$13,470.35 
CWI SPDR MSCI ACWI ex-US ETF
-0.71%
-$8,561.68 
MS Morgan Stanley
-0.71%
-$3,891.37 
IWF iShares Russell 1000 Growth ETF
-0.67%
-$6,068.96 
UNP Union Pacific Corporation
-0.67%
-$116,990.1 
NSC Norfolk Southern Corporation
-0.64%
-$2,520.55 
FDUS Fidus Investment Corporation
-0.59%
-$1,561.32 
HON Honeywell International Inc.
-0.58%
-$44,157.75 
DE Deere & Company
-0.58%
-$57,219.64 
AGCO AGCO Corporation
-0.58%
-$158,228.4 
DUK Duke Energy Corporation
-0.58%
-$26,834.8 
IWO iShares Russell 2000 Growth ETF
-0.55%
-$8,039.42 
IWR iShares Russell Mid-Cap ETF
-0.55%
-$4,529.4 
ALLE Allegion plc
-0.54%
-$3,850.22 
VTWG Vanguard Russell 2000 Growth ETF
-0.53%
-$14,994.73 
PLD Prologis Inc.
-0.52%
-$56,903.1 
IAU iShares Gold Trust
-0.51%
-$1,981.2 
GLD SPDR Gold Shares
-0.48%
-$1,810.8 
VSGX Vanguard ESG International Stock ETF
-0.46%
-$2,835.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.45%
-$10,964.2 
VOE Vanguard Mid-Cap Value ETF
-0.44%
-$158,448.63 
D Dominion Energy, Inc.
-0.43%
-$2,766.75 
MDY SPDR S&P MidCap 400 ETF Trust
-0.42%
-$2,609.1 
VXF Vanguard Extended Market ETF
-0.41%
-$1,039.5 
IDCC InterDigital, Inc.
-0.39%
-$114,544.56 
VEU Vanguard FTSE All-World ex-US ETF
-0.39%
-$1,325.67 
LMT Lockheed Martin Corporation
-0.39%
-$1,109.52 
SO The Southern Company
-0.39%
-$54,176.88 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.38%
-$2,263.76 
IJH iShares Core S&P Mid-Cap ETF
-0.37%
-$3,083.08 
CAH Cardinal Health Inc.
-0.37%
-$1,022.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.33%
-$961.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.33%
-$123,607.37 
BALL Ball Corp.
-0.33%
-$2,919.8 
GPC Genuine Parts Company
-0.32%
-$1,441.05 
VOOG Vanguard S&P 500 Growth ETF
-0.3%
-$1,804.5 
VB Vanguard Small-Cap ETF
-0.3%
-$11,426.71 
AMT American Tower Corporation
-0.3%
-$7,256 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.28%
-$804.44 
VYM Vanguard High Dividend Yield ETF
-0.26%
-$1,840.44 
NUSC Nuveen ESG Small-Cap ETF
-0.24%
-$1,985.98 
ESGU iShares ESG Aware MSCI USA ETF
-0.24%
-$695.76 
VONE Vanguard Russell 1000 ETF
-0.23%
-$4,033.26 
IWS iShares Russell Mid-Cap Value ETF
-0.22%
-$1,597.61 
AVGO Broadcom Inc.
-0.2%
-$88,340.97 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.19%
-$7,209.36 
MCD McDonald's Corporation
-0.17%
-$31,328.55 
BRK-A Berkshire Hathaway Inc.
-0.16%
-$7,238.25 
BRK-B Berkshire Hathaway Inc.
-0.16%
-$10,988 
VIG Vanguard Dividend Appreciation ETF
-0.16%
-$3,124.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$5,780.16 
BF-B Brown-Forman Corporation
-0.14%
-$301.67 
EFG iShares MSCI EAFE Growth ETF
-0.12%
-$499.65 
VOO Vanguard S&P 500 ETF
-0.12%
-$3,186.12 
KO The Coca-Cola Company
-0.12%
-$8,952.3 
MDLZ Mondelez International, Inc.
-0.12%
-$839.79 
DIHP Dimensional International High Profitability Portfolio
-0.12%
-$331.36 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.11%
-$4,685.78 
HSY The Hershey Company
-0.1%
-$3,455.69 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$8,961.76 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.1%
-$848.4 
NUE Nucor Corporation
-0.1%
-$378.24 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.1%
-$2,583.55 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$29,371.1 
IVV iShares Core S&P 500 ETF
-0.07%
-$2,077.92 
NJR New Jersey Resources Corporation
-0.07%
-$30,137.32 
MUB iShares National Muni Bond ETF
-0.07%
-$6,790.91 
SHEL Shell plc
-0.05%
-$6,071.62 
ATI ATI Inc.
-0.05%
-$1,438.65 
MDU MDU Resources Group, Inc.
-0.05%
-$14,518.54 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$3,220.95 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.04%
-$422.2 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.04%
-$203.1 
PRF Invesco FTSE RAFI US 1000 ETF
-0.03%
-$499.98 
MET MetLife Inc.
-0.02%
-$101.06 Events
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Dividends
Dividend Analysis
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| Trades 15940 | Longs Won 11817/15940 74% | Profit Factor 9.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $697,143.21 |
| Average Win $196,260.36 | Best Trade (Jul 15) $29.64M | Sharpe Ratio -17.99 |
| Average Loss -$57,544.03 | Worst Trade (Mar 31) -$5.85M | Z-Score 15.48 (100%) |
| Commissions $0 | Avg. Trade Length 5y 5m 1w 2d | Expectancy $130,808.08 |
| 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 | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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