Serena Grunenwald Portfolio
Invests via GEN Financial Management, INC. | Managed by Josh Moklestad, Bryan Vancura, Noah Semmann
Invests via GEN Financial Management, INC.
Managed by Josh Moklestad, Bryan Vancura, Noah Semmann
Automatically Tracked
Serena Grunenwald Profile
Seasoned growth-stage investor and operator focused on fintech, SaaS and marketplace businesses, notable for scaling go-to-market teams and preparing companies for late-stage financing or exit. Serena Grunenwald combines hands-on operating experience with portfolio construction and board service, advising on product-market fit, revenue ops and capital strategy. Regular contributor to industry panels and active in seed-to-Series B deal sourcing.
Seasoned growth-stage investor and operator focused on fintech, SaaS and marketplace businesses, notable for scaling go-to-market teams and preparing companies for late-stage financing or exit. Serena Grunenwald combines hands-on operating experience with portfolio construction and board service, advising on product-market fit, revenue ops and capital strategy. Regular contributor to industry panels and active in seed-to-Series B deal sourcing.
Investment Philosophy & Strategy
Growth-stage investor focused on fintech, SaaS and marketplace companies, prioritizing founder-led teams with clear unit economics and defensible go-to-market models. Combines hands-on operating support—especially GTM scaling, revenue operations and product-market fit—with board-level governance to prepare firms for late-stage financing or exit. Capital allocation is concentrated, stage-aware (seed to Series B), and oriented toward capital-efficient growth with a 3–7 year value horizon and disciplined milestone-based follow-on commitments.
Growth-stage investor focused on fintech, SaaS and marketplace companies, prioritizing founder-led teams with clear unit economics and defensible go-to-market models. Combines hands-on operating support—especially GTM scaling, revenue operations and product-market fit—with board-level governance to prepare firms for late-stage financing or exit. Capital allocation is concentrated, stage-aware (seed to Series B), and oriented toward capital-efficient growth with a 3–7 year value horizon and disciplined milestone-based follow-on commitments.
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:
1.36%
Gain
Monthly
0.07%
Yearly
0.88%
Drawdown
13.66%
$175.53M
Equity
Holdings
$175.53M
Investment
$151.92M
$25.7M
Profit -$95,543.47
Realized
$2.08M
Unrealized
$23.61M
Dividends
$4.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$95,543.47
Win %
82%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$433,511.62
Win %
82%
This Month
Compared to last month
Gain
0.39%
Profit
$685,421.27
Win %
82%
This Year
Compared to last year
Gain
8.7%
Profit
$14.04M
Win %
81%
PNR Pentair plc
+2.77%
+$4,866.52 
AAPL Apple Inc.
+2.05%
+$11,765.2 
DFAR Dimensional US Real Estate ETF
+2.02%
+$11,751.81 
VNQ Vanguard Real Estate ETF
+1.94%
+$7,028.56 
SDY SPDR S&P Dividend ETF
+1.87%
+$17,626.24 
MSFT Microsoft Corp.
+1.8%
+$11,744.21 
COWZ Pacer US Cash Cows 100 ETF
+1.73%
+$223,314.24 
CVX Chevron Corporation
+1.44%
+$2,992.04 
DFSV Dimensional US Small Cap Value ETF
+1.43%
+$17,564.96 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$15,917.79 
AVUV Avantis U.S. Small Cap Value ETF
+1.03%
+$5,402.52 
HON Honeywell International Inc.
+0.92%
+$1,590.18 
IVE ISHARES S&P 500 VALUE ETF
+0.78%
+$4,129.2 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$143,253.18 
DUHP Dimensional US High Profitability ETF
+0.18%
+$2,276.7 
DFLV Dimensional US Large Cap Value ETF
+0.14%
+$3,176.97 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.1%
+$772.87 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$148.3 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$1,087.51 
AVGO Broadcom Inc.
-4.7%
-$20,612.76 
GOOGL Alphabet Inc
-4.49%
-$15,038.05 
VOOG Vanguard S&P 500 Growth ETF
-1.84%
-$40,125.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.78%
-$17,072.64 
VBK Vanguard Small-Cap Growth ETF
-1.48%
-$15,142.4 
VUG Vanguard Growth ETF
-1.46%
-$6,720 
VOT Vanguard Mid-Cap Growth ETF
-1.35%
-$6,601 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$8,956.81 
AMZN Amazon.com Inc
-1.11%
-$3,214.81 
ACWI iShares MSCI ACWI ETF
-0.91%
-$2,556.84 
VT Vanguard Total World Stock ETF
-0.84%
-$9,900.64 
AOA iShares Core Aggressive Allocation ETF
-0.78%
-$7,201 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.76%
-$7,623 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$14,264.64 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.7%
-$18,477.12 
DFIS Dimensional International Small Cap ETF
-0.7%
-$78,750.25 
IVV iShares Core S&P 500 ETF
-0.68%
-$9,685.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.67%
-$4,550.7 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$167,600.34 
VFL abrdn National Municipal Income Fund
-0.58%
-$799.44 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.56%
-$1,765.99 
FSMD Fidelity Small-Mid Multifactor ETF
-0.39%
-$60,682.2 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$1,028.62 
IGF iShares Global Infrastructure ETF
-0.21%
-$689.78 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.21%
-$6,862.8 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.19%
-$36,502.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.13%
-$2,380.24 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$621.95 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$359.48 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$790.85 
VCRB Vanguard Core Bond ETF
-0.03%
-$2,712.72 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$33.76 Events
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Dividends
Dividend Analysis
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| Trades 248 | Longs Won 180/248 72% | Profit Factor 16.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $468,923.7 |
| Average Win $151,804.41 | Best Trade (Jul 14) $4.63M | Sharpe Ratio -10.55 |
| Average Loss -$23,939.6 | Worst Trade (Jun 29) -$491,093 | Z-Score 7.01 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 3d | Expectancy $103,616.54 |
| 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 | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
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