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:
150.32%
Gain +6.69%
Monthly
1.59%
Yearly
20.88%
Drawdown
28.18%
$757.63M
Equity
Holdings
$757.63M
Investment
$519.05M
$237.59M
Profit +$20.07M
Realized
-$987,848.88
Unrealized
$238.58M
Dividends
$34.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
6.69%
Profit
$20.07M
Win %
88%
This Week
Compared To Last Week
Gain
2.73%
Profit
$20.15M
Win %
88%
This Month
Compared to last month
Gain
2.73%
Profit
$20.15M
Win %
88%
This Year
Compared to last year
Gain
14.23%
Profit
$94.4M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$287,232.8 
GOOG Alphabet Inc
+6.88%
+$184,472.07 
GOOGL Alphabet Inc
+6.73%
+$275,594.55 
META Meta Platforms Inc Class A
+3.28%
+$35,501.42 
MSFT Microsoft Corp.
+3.02%
+$213,561.44 
NVDA NVIDIA Corporation
+2.93%
+$57,539.74 
MTD Mettler-Toledo International Inc.
+2.58%
+$6,103 
GLW Corning Incorporated
+2.24%
+$11,541.27 
JCI Johnson Controls International plc
+1.93%
+$8,748.66 
HCA HCA Healthcare Inc.
+1.72%
+$4,596.79 
CINF Cincinnati Financial Corporation
+1.69%
+$19,469.93 
ZTS Zoetis Inc.
+1.66%
+$2,165.94 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$4,739.3 
NOC Northrop Grumman Corporation
+1.43%
+$4,135.46 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$3,496 
VUG Vanguard Growth ETF
+1.1%
+$4,475.16 
VDE Vanguard Energy ETF
+1.02%
+$4,840.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,404.64 
IBM International Business Machines Corporation
+0.86%
+$2,078.06 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,158.27 
MCD McDonald's Corporation
+0.82%
+$5,086.42 
TSLA Tesla, Inc.
+0.76%
+$1,323.95 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,004.28 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$16,107.19 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$33,044.1 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,172.25 
CAT Caterpillar Inc.
+0.7%
+$2,874.68 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$254,332.85 
IVV iShares Core S&P 500 ETF
+0.69%
+$82,682.88 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$76,643.68 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$1,963.18 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,783.32 
IWB iShares Russell 1000 ETF
+0.64%
+$13,617.29 
SYY Sysco Corporation
+0.63%
+$1,632.93 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$20,797.66 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$3,226.7 
AVUS Avantis U.S. Equity ETF
+0.57%
+$457,770.24 
APH Amphenol Corporation
+0.55%
+$4,593.55 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$244,512.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$25,377.14 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,203.49 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,708.67 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$71,614.71 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,390.94 
PAYX Paychex Inc.
+0.44%
+$2,997.27 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$39,850.4 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$135,654.72 
VLO Valero Energy Corporation
+0.38%
+$1,118.6 
AVGO Broadcom Inc.
+0.37%
+$4,034.88 
PG Procter & Gamble Co
+0.37%
+$2,477.75 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,504.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$349,455.52 
BAC Bank of America Corporation
+0.36%
+$1,516.9 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$7,571.07 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$770.81 
JPM JPMorgan Chase & Co.
+0.27%
+$6,576.24 
VT Vanguard Total World Stock ETF
+0.26%
+$6,241.02 
DFAW Dimensional World Equity ETF
+0.22%
+$8,848.26 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$2,325.62 
JNJ Johnson & Johnson
+0.21%
+$836.87 
MKC-V McCormick & Company, Incorporated
+0.2%
+$537.6 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1,443.5 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$3,241.18 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$473.88 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$28,812.06 
WMT Walmart Inc.
+0.09%
+$530.81 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$2,113.02 
AEP American Electric Power Company, Inc.
+0.06%
+$239.96 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,623.64 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$986,292.48 
LIN Linde plc
-5.95%
-$13,374.92 
ES Eversource Energy
-3.05%
-$10,161 
ABBV AbbVie Inc.
-2.51%
-$8,585.69 
TXT Textron Inc.
-2.1%
-$6,752.69 
AWK American Water Works Company, Inc.
-1.93%
-$6,845.52 
PHM PulteGroup Inc.
-1.76%
-$5,629.62 
UNH UnitedHealth Group Incorporated
-1.68%
-$17,088.21 
LRCX Lam Research Corporation
-1.58%
-$44,354 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$5,154.66 
NNN NNN REIT, Inc.
-1.29%
-$3,561.28 
MDLZ Mondelez International, Inc.
-1.22%
-$3,704.48 
TJX The TJX Companies, Inc.
-1.21%
-$2,724.47 
AIZ Assurant Inc.
-1.16%
-$3,629.69 
LOW Lowe's Companies Inc.
-1.08%
-$4,923.63 
PLD Prologis Inc.
-1.08%
-$6,654.96 
CTAS Cintas Corporation
-1.04%
-$9,972.67 
KO The Coca-Cola Company
-1.02%
-$3,843 
EW Edwards Lifesciences Corporation
-0.98%
-$2,687.7 
ATO Atmos Energy Corporation
-0.85%
-$2,153.39 
AVRE Avantis Real Estate ETF
-0.75%
-$9,987.41 
MA Mastercard Incorporated
-0.74%
-$11,530.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,586.07 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$251,688.3 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$73,254.51 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$13,310.22 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,006.72 
EFA iShares MSCI EAFE ETF
-0.62%
-$7,132.62 
REET iShares Global REIT ETF
-0.59%
-$18,639.82 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$212,036 
SBUX Starbucks Corporation
-0.57%
-$1,672.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,497.42 
LLY Eli Lilly and Company
-0.53%
-$1,814.48 
DFAR Dimensional US Real Estate ETF
-0.52%
-$1,353.38 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$2,969.34 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$10,105.65 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$8,695 
IWM iShares Russell 2000 ETF
-0.47%
-$4,714.85 
AVDE Avantis International Equity ETF
-0.46%
-$138,899.46 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,521.9 
HD The Home Depot, Inc.
-0.42%
-$2,650.77 
VGT Vanguard Information Technology ETF
-0.38%
-$1,957.36 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$8,440.74 
FENI Fidelity Enhanced International ETF
-0.37%
-$1,394.1 
CEG Constellation Energy Corporation
-0.31%
-$711.99 
VXF Vanguard Extended Market ETF
-0.3%
-$3,028.15 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$27,309.24 
MTB M&T Bank Corporation
-0.29%
-$1,591.84 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,596 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$710.25 
DUHP Dimensional US High Profitability ETF
-0.27%
-$2,060.08 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$9,173.33 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$8,404 
BX Blackstone Inc.
-0.25%
-$638.73 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$3,419.9 
COST Costco Wholesale Corporation
-0.24%
-$6,073.84 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$4,289.19 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$550.24 
VB Vanguard Small-Cap ETF
-0.22%
-$3,216.74 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$770 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$774.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$17,936.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,643.66 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,962 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$3,821.76 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$8,051.04 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$647.14 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$544.32 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$8,205.01 
IXUS iShares Core International Stock ETF
-0.15%
-$1,735.86 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$3,461.28 
MKC McCormick & Company, Incorporated
-0.12%
-$464.22 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$401.99 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,099.12 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,438.92 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$257.2 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$14,525.58 
VO Vanguard Mid-Cap ETF
-0.05%
-$542.08 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$148.22 
V Visa Inc. Class A
-0.04%
-$929.11 
XEL Xcel Energy Inc.
-0.04%
-$167.76 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$281.01 
AVSF Avantis Short-Term Fixed Income ETF
-0.02%
-$288.23 Events
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Dividends
Dividend Analysis
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| Trades 2098 | Longs Won 1400/2098 66% | Profit Factor 16.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $467,699.48 |
| Average Win $180,688.18 | Best Trade (Aug 10) $8.69M | Sharpe Ratio -10.48 |
| Average Loss -$22,022.95 | Worst Trade (Sep 30) -$607,912 | Z-Score 24.25 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 6d | Expectancy $113,246.63 |
| 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 | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
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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 - $3.86M, Avantis International Equity ETF - $2.96M, Dimensional U.S. Core Equity 2 ETF - $2.94M, Dimensional International Core Equity Market ETF - $2.06M, and Vanguard Large-Cap Index Fund ETF Shares - $1.83M. 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 $34.73M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $2.66M, Avantis International Equity ETF - $2.49M, Avantis U.S. Equity ETF - $2.47M, Dimensional International Core Equity Market ETF - $2.3M, and Dimensional International Core Equity Market ETF - $2.06M. 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.
