Caitlin Garner Portfolio
Invests via SC&H Financial Advisors Inc. | Managed by SC&H Financial Advisors Inc. (doing business as SC&H Wealth)
Invests via SC&H Financial Advisors Inc.
Managed by SC&H Financial Advisors Inc. (doing business as SC&H Wealth)
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Caitlin Garner Profile
Caitlin Garner has carved out a notable presence in the technology sector as an entrepreneurial founder. With a strong background in software development and innovative problem-solving, she has successfully launched multiple startups that focus on enhancing user experience through cutting-edge digital solutions. Her expertise spans project management and product innovation, allowing her to build teams that drive significant growth while responding effectively to market dynamics. Caitlin's leadership approach is characterized by fostering collaboration and leveraging data-driven insights for strategic decision-making. Her contributions not only position her ventures at the forefront of industry trends but also underline her relevance as an influencer within entrepreneurial circles.
Caitlin Garner has carved out a notable presence in the technology sector as an entrepreneurial founder. With a strong background in software development and innovative problem-solving, she has successfully launched multiple startups that focus on enhancing user experience through cutting-edge digital solutions. Her expertise spans project management and product innovation, allowing her to build teams that drive significant growth while responding effectively to market dynamics. Caitlin's leadership approach is characterized by fostering collaboration and leveraging data-driven insights for strategic decision-making. Her contributions not only position her ventures at the forefront of industry trends but also underline her relevance as an influencer within entrepreneurial circles.
Investment Philosophy & Strategy
In the dynamic landscape of technology, Caitlin Garner's ventures prioritize innovation as a primary growth engine. Her extensive experience in software development drives her commitment to identifying user-centric solutions that stand out amidst competition. Emphasizing agility, she leads teams that not only adapt to market shifts but also anticipate emerging trends. This proactive approach enables effective capital allocation and positions her startups for long-term success. By fostering a culture of collaboration and emphasizing strategic foresight, she cultivates an environment where creativity thrives and business models evolve sustainably.
In the dynamic landscape of technology, Caitlin Garner's ventures prioritize innovation as a primary growth engine. Her extensive experience in software development drives her commitment to identifying user-centric solutions that stand out amidst competition. Emphasizing agility, she leads teams that not only adapt to market shifts but also anticipate emerging trends. This proactive approach enables effective capital allocation and positions her startups for long-term success. By fostering a culture of collaboration and emphasizing strategic foresight, she cultivates an environment where creativity thrives and business models evolve sustainably.
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:
164.39%
Gain +0.65%
Monthly
1.5%
Yearly
19.58%
Drawdown
28.18%
$751.16M
Equity
Holdings
$751.16M
Investment
$519.05M
$231.12M
Profit +$1.97M
Realized
-$987,848.88
Unrealized
$232.11M
Dividends
$36.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$1.97M
Win %
81%
This Week
Compared To Last Week
Gain
0.59%
Profit
$4.43M
Win %
81%
This Month
Compared to last month
Gain
1.63%
Profit
$12.07M
Win %
81%
This Year
Compared to last year
Gain
13.26%
Profit
$87.93M
Win %
80%
CEG Constellation Energy Corporation
+12.09%
+$28,444.44 
GLW Corning Incorporated
+3.94%
+$23,939.56 
AVGO Broadcom Inc.
+3.35%
+$34,016.28 
CAT Caterpillar Inc.
+2.13%
+$9,161.49 
APH Amphenol Corporation
+2.1%
+$38,314.8 
MSFT Microsoft Corp.
+1.7%
+$140,179.36 
MDLZ Mondelez International, Inc.
+1.62%
+$4,570.45 
BIP Brookfield Infrastructure Partners L.P.
+1.6%
+$4,745.56 
NVDA NVIDIA Corporation
+1.25%
+$30,180.72 
LIN Linde plc
+1.24%
+$2,643.16 
TJX The TJX Companies, Inc.
+1.21%
+$2,298.78 
PG Procter & Gamble Co
+1.16%
+$7,900.75 
BX Blackstone Inc.
+1.14%
+$2,534.92 
HD The Home Depot, Inc.
+1.06%
+$5,701.95 
LOW Lowe's Companies Inc.
+1%
+$3,904.2 
VOT Vanguard Mid-Cap Growth ETF
+0.98%
+$11,027.9 
VGT Vanguard Information Technology ETF
+0.92%
+$5,416.88 
CINF Cincinnati Financial Corporation
+0.87%
+$9,339 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$6,524.68 
AMZN Amazon.com Inc
+0.82%
+$16,519.15 
IWF iShares Russell 1000 Growth ETF
+0.81%
+$2,342.06 
SYY Sysco Corporation
+0.81%
+$1,894.82 
AEP American Electric Power Company, Inc.
+0.8%
+$3,290.88 
MGK Vanguard Mega Cap Growth ETF
+0.77%
+$2,686.4 
VONG Vanguard Russell 1000 Growth Fund
+0.73%
+$3,033.19 
VUG Vanguard Growth ETF
+0.71%
+$3,151.87 
DFAR Dimensional US Real Estate ETF
+0.69%
+$1,595.06 
PHM PulteGroup Inc.
+0.68%
+$1,934.4 
VNQ Vanguard Real Estate ETF
+0.68%
+$1,691.53 
GS The Goldman Sachs Group, Inc.
+0.68%
+$2,830.39 
DFGR Dimensional Global Real Estate ETF
+0.63%
+$11,453.07 
WMT Walmart Inc.
+0.63%
+$3,503.28 
AIZ Assurant Inc.
+0.62%
+$1,831.5 
REET iShares Global REIT ETF
+0.59%
+$16,446.9 
VO Vanguard Mid-Cap ETF
+0.57%
+$6,233.92 
TSLA Tesla, Inc.
+0.56%
+$1,192.12 
MTB M&T Bank Corporation
+0.55%
+$2,701.61 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$14,001.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.54%
+$63,485.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.54%
+$19,714.2 
SPLV Invesco S&P 500 Low Volatility ETF
+0.54%
+$4,970.45 
IWB iShares Russell 1000 ETF
+0.53%
+$11,928.33 
IYY iShares Dow Jones U.S. ETF
+0.53%
+$1,627.82 
QQQ Invesco QQQ Trust, Series 1
+0.52%
+$6,924.33 
KO The Coca-Cola Company
+0.52%
+$1,921.5 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$24,937.52 
BAC Bank of America Corporation
+0.52%
+$1,930.6 
LLY Eli Lilly and Company
+0.52%
+$1,755.28 
IVV iShares Core S&P 500 ETF
+0.52%
+$65,241.96 
AVRE Avantis Real Estate ETF
+0.51%
+$6,073.43 
AWK American Water Works Company, Inc.
+0.51%
+$1,672.48 
VOO Vanguard S&P 500 ETF
+0.5%
+$4,559.29 
DFUS Dimensional U.S. Equity Market ETF
+0.48%
+$183,936.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$23,807.29 
AVUS Avantis U.S. Equity ETF
+0.47%
+$391,012.08 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$10,527.33 
MTUM iShares MSCI USA Momentum Factor ETF
+0.45%
+$1,372.39 
NNN NNN REIT, Inc.
+0.43%
+$1,005.2 
DFAU Dimensional US Core Equity Market ETF
+0.43%
+$200,849.34 
IBM International Business Machines Corporation
+0.43%
+$1,039.04 
IWD iShares Russell 1000 Value ETF
+0.41%
+$2,240.16 
AVLV Avantis U.S. Large Cap Value ETF
+0.4%
+$9,224.84 
SBUX Starbucks Corporation
+0.4%
+$1,059.06 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.39%
+$2,282.3 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$3,778.22 
PAYX Paychex Inc.
+0.37%
+$2,174.49 
VOE Vanguard Mid-Cap Value ETF
+0.37%
+$6,523.28 
RSP Invesco S&P 500 Equal Weight ETF
+0.36%
+$1,346.73 
XEL Xcel Energy Inc.
+0.36%
+$1,453.92 
VT Vanguard Total World Stock ETF
+0.36%
+$8,828.76 
DCOR Dimensional US Core Equity 1 ETF
+0.34%
+$122,937.09 
COST Costco Wholesale Corporation
+0.33%
+$8,205.07 
ACWI iShares MSCI ACWI ETF
+0.31%
+$789.32 
DFAW Dimensional World Equity ETF
+0.31%
+$12,780.82 
MKC McCormick & Company, Incorporated
+0.31%
+$1,083.18 
ATO Atmos Energy Corporation
+0.3%
+$691.12 
IUSV iShares Core S&P U.S. Value ETF
+0.3%
+$1,016.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.29%
+$283,932.61 
FENI Fidelity Enhanced International ETF
+0.29%
+$1,068.81 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.28%
+$1,066.23 
ZTS Zoetis Inc.
+0.28%
+$343.8 
JCI Johnson Controls International plc
+0.27%
+$1,353.18 
SDY SPDR S&P Dividend ETF
+0.26%
+$2,242 
DFAI Dimensional International Core Equity Market ETF
+0.25%
+$97,878.06 
EFA iShares MSCI EAFE ETF
+0.23%
+$2,593.69 
DFLV Dimensional US Large Cap Value ETF
+0.21%
+$4,950.31 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.2%
+$4,615.04 
MGV Vanguard Mega Cap Value ETF
+0.2%
+$477.84 
AVDE Avantis International Equity ETF
+0.19%
+$57,874.78 
MCD McDonald's Corporation
+0.19%
+$1,017.3 
VXF Vanguard Extended Market ETF
+0.19%
+$1,897.92 
DISV Dimensional International Small Cap Equity Fund
+0.19%
+$1,079.76 
IEFA iShares Core MSCI EAFE ETF
+0.17%
+$19,767.09 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.17%
+$3,264.42 
DFIC Dimensional International Core Equity Market ETF
+0.17%
+$62,647 
PRF Invesco FTSE RAFI US 1000 ETF
+0.17%
+$1,371.33 
AAPL Apple Inc.
+0.16%
+$21,720.56 
DUHP Dimensional US High Profitability ETF
+0.15%
+$1,217.32 
GOOGL Alphabet Inc
+0.15%
+$6,316.48 
AVGE FRCL 3 2022Q3 Hb Float
+0.14%
+$4,226.04 
DFAT Dimensional US Targeted Value ETF
+0.14%
+$7,086.15 
DFCF Dimensional Core Fixed Income ETF
+0.14%
+$12,517.19 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.13%
+$1,709.95 
DFIP Dimensional Inflation-Protected Securities ETF
+0.13%
+$446.65 
DFAS Dimensional U.S. Small Cap ETF
+0.12%
+$5,463.16 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$3,697.76 
IUSB iShares Core Universal USD Bond ETF
+0.11%
+$387.1 
VDE Vanguard Energy ETF
+0.11%
+$558.48 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.11%
+$437.24 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.1%
+$21,788.37 
VB Vanguard Small-Cap ETF
+0.1%
+$1,349.12 
PNC The PNC Financial Services Group, Inc.
+0.07%
+$243.04 
DIHP Dimensional International High Profitability Portfolio
+0.07%
+$1,512.53 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$259.38 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$381.5 
ES Eversource Energy
+0.05%
+$135.48 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$839.37 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.04%
+$3,363.09 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$12,146.96 
GOOG Alphabet Inc
+0.03%
+$803.18 
VBK Vanguard Small-Cap Growth ETF
+0.03%
+$73.34 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$293.74 
JPM JPMorgan Chase & Co.
0%
+$69.96 
LRCX Lam Research Corporation
-2.74%
-$89,368.3 
TMO Thermo Fisher Scientific Inc.
-2.01%
-$13,906.01 
ABBV AbbVie Inc.
-1.61%
-$5,666.3 
MKC-V McCormick & Company, Incorporated
-1.41%
-$3,548.16 
HCA HCA Healthcare Inc.
-0.9%
-$2,636.41 
MTD Mettler-Toledo International Inc.
-0.77%
-$2,022.93 
UNH UnitedHealth Group Incorporated
-0.61%
-$5,631.59 
VLO Valero Energy Corporation
-0.59%
-$2,326.49 
EW Edwards Lifesciences Corporation
-0.53%
-$1,454.52 
IWM iShares Russell 2000 ETF
-0.52%
-$5,020.16 
IEMG iShares Core MSCI Emerging Markets ETF
-0.42%
-$10,210.86 
AVEM Avantis Emerging Markets Equity ETF
-0.39%
-$122,035.08 
AVSF Avantis Short-Term Fixed Income ETF
-0.34%
-$4,467.56 
DFAE Dimensional Emerging Core Equity Market ETF
-0.32%
-$54,764.19 
META Meta Platforms Inc Class A
-0.29%
-$4,307.2 
JNJ Johnson & Johnson
-0.27%
-$1,073.7 
AVIG Avantis Core Fixed Income ETF
-0.27%
-$9,173.33 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.24%
-$24,906.5 
CTAS Cintas Corporation
-0.21%
-$1,869.84 
NOC Northrop Grumman Corporation
-0.2%
-$517.6 
TXT Textron Inc.
-0.14%
-$387.45 
XLC Communication Services Select Sector SPDR Fund
-0.12%
-$399.7 
MA Mastercard Incorporated
-0.1%
-$1,465.1 
PLD Prologis Inc.
-0.07%
-$379.09 
VWO Vanguard FTSE Emerging Markets ETF
-0.07%
-$171.76 
AVDV Avantis International Small Cap Value ETF
-0.06%
-$1,215.56 
DFSV Dimensional US Small Cap Value ETF
-0.05%
-$1,209.18 
V Visa Inc. Class A
-0.02%
-$398.15 
AVSC Avantis U.S. Small Cap Equity ETF
-0.01%
-$41.28 
AVUV Avantis U.S. Small Cap Value ETF
-0.01%
-$414.03 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$70.3 
IXUS iShares Core International Stock ETF
-0.01%
-$61.99 Events
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Dividends
Dividend Analysis
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| Trades 2098 | Longs Won 1325/2098 63% | Profit Factor 14.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $462,442.98 |
| Average Win $187,376.04 | Best Trade (Aug 14) $8.84M | Sharpe Ratio -10.48 |
| Average Loss -$22,190.73 | Worst Trade (Sep 30) -$607,912 | Z-Score 17.51 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 6d | Expectancy $110,161.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,224 | $7.41M | $13.41M | - | $6M | 80.95% | +0.162% |
| ABBV AbbVie Inc. | 1,327 | $236,866.97 | $346,997.23 | - | $110,130.26 | 46.49% | -1.607% |
| ACWI iShares MSCI ACWI ETF | 1,563 | $201,001.8 | $252,604.24 | - | $51,602.44 | 25.67% | +0.313% |
| AEP American Electric Power Company, Inc. | 3,428 | $362,741.28 | $413,725.32 | - | $50,984.04 | 14.06% | +0.802% |
| AGG iShares Core U.S. Aggregate Bond ETF | 33,616 | $3.39M | $3.17M | - | -$220,529.4 | -6.51% | +0.117% |
| AIZ Assurant Inc. | 1,110 | $220,734.6 | $297,546.6 | - | $76,812 | 34.8% | +0.619% |
| AMZN Amazon.com Inc | 7,961 | $1.6M | $2.02M | - | $418,995.92 | 26.2% | +0.825% |
| APH Amphenol Corporation | 20,880 | $213,289.2 | $1.86M | - | $1.65M | 772.3% | +2.103% |
| ATO Atmos Energy Corporation | 1,455 | $163,286.98 | $230,653.87 | - | $67,366.89 | 41.26% | +0.301% |
| AVDE Avantis International Equity ETF | 330,713 | $19.66M | $29.94M | - | $10.28M | 52.29% | +0.194% |
| AVDV Avantis International Small Cap Value ETF | 17,390 | $1.02M | $1.9M | - | $876,073.59 | 85.91% | -0.064% |
| AVEM Avantis Emerging Markets Equity ETF | 320,134 | $18.41M | $30.82M | - | $12.41M | 67.39% | -0.394% |
| AVGE FRCL 3 2022Q3 Hb Float | 30,186 | $2.09M | $3.02M | - | $927,479.28 | 44.36% | +0.14% |
| AVGO Broadcom Inc. | 2,802 | $416,571.41 | $1.05M | - | $633,197.89 | 152% | +3.349% |
| AVIG Avantis Core Fixed Income ETF | 87,365 | $3.67M | $3.43M | - | -$244,408.77 | -6.65% | -0.267% |
| AVLV Avantis U.S. Large Cap Value ETF | 24,932 | $1.36M | $2.3M | - | $937,406.04 | 68.75% | +0.403% |
| AVRE Avantis Real Estate ETF | 26,993 | $1.12M | $1.19M | - | $76,143.8 | 6.82% | +0.512% |
| AVSC Avantis U.S. Small Cap Equity ETF | 4,536 | $234,278.78 | $320,381.76 | - | $86,102.98 | 36.75% | -0.013% |
| AVSF Avantis Short-Term Fixed Income ETF | 28,823 | $1.33M | $1.31M | - | -$18,430.7 | -1.39% | -0.339% |
| AVUS Avantis U.S. Equity ETF | 635,792 | $50.82M | $83.2M | - | $32.39M | 63.73% | +0.472% |
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FAQ
Which stocks have generated the highest profits for Caitlin Garner?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Equity ETF - $4.05M, Dimensional U.S. Core Equity 2 ETF - $3.15M, Avantis International Equity ETF - $3.07M, Dimensional International Core Equity Market ETF - $2.24M, and Avantis Emerging Markets Equity ETF - $1.91M. 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: United Parcel Service, Inc - $431,691.87, QUALCOMM Incorporated - $296,491.74, Procter & Gamble Co - $273,581.33, Adobe Inc - $267,193.57, and Accenture plc Class A - $200,498.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Caitlin Garner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.98M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $2.87M, Avantis U.S. Equity ETF - $2.66M, Avantis International Equity ETF - $2.6M, Dimensional International Core Equity Market ETF - $2.47M, and Dimensional International Core Equity Market ETF - $2.24M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Caitlin Garner's monthly returns?
Caitlin Garner'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 Caitlin Garner's strategy be considered aggressive or moderate?
Caitlin Garner'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 Caitlin Garner's strategy?
Caitlin Garner'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.
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