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)

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:11 PM

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.

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.

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:

36.15%

Gain +0.4%

Monthly

0.49%

Yearly

5.98%

Drawdown

15.01%

$711.67M

Equity

Holdings

$711.67M

Investment

$496.73M

$214.13M

Profit +$3.53M

Realized

-$813,805.56

Unrealized

$214.94M

Dividends

$30.82M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.4%

Profit

$3.53M

Win %

86%

This Week

Compared To Last Week

Gain

-0.68%

Profit

-$4.88M

Win %

86%

This Month

Compared to last month

Gain

-0.6%

Profit

-$4.31M

Win %

86%

This Year

Compared to last year

Gain

10.17%

Profit

$65.69M

Win %

86%

Gainers
Losers

CEG Constellation Energy Corporation

+2.85%

+$6,183.76

GS The Goldman Sachs Group, Inc.

+2.61%

+$12,505.63

JPM JPMorgan Chase & Co.

+2.3%

+$50,503.97

HCA HCA Healthcare Inc.

+2.3%

+$5,881.19

TSLA Tesla, Inc.

+1.88%

+$3,932.63

MTB M&T Bank Corporation

+1.76%

+$9,012.84

MTUM iShares MSCI USA Momentum Factor ETF

+1.72%

+$5,155.1

ACN Accenture plc Class A

+1.64%

+$2,671.5

GLW Corning Incorporated

+1.62%

+$10,836.54

PNC The PNC Financial Services Group, Inc.

+1.58%

+$4,328.37

BX Blackstone Inc.

+1.57%

+$3,870.3

BAC Bank of America Corporation

+1.52%

+$6,173.16

AWK American Water Works Company, Inc.

+1.5%

+$4,822.98

CAT Caterpillar Inc.

+1.49%

+$6,758.31

PAYX Paychex Inc.

+1.37%

+$7,890.72

ABBV AbbVie Inc.

+1.29%

+$3,835.03

TROW T. Rowe Price Group, Inc.

+1.26%

+$2,883.85

XEL Xcel Energy Inc.

+1.21%

+$5,312.4

LRCX Lam Research Corporation

+1.19%

+$40,853.64

DFSV Dimensional US Small Cap Value ETF

+1.17%

+$24,515.55

AVSC Avantis U.S. Small Cap Equity ETF

+1.15%

+$3,671.73

VOE Vanguard Mid-Cap Value ETF

+1.09%

+$19,201.56

FDIG Fidelity Crypto Industry & Digital Payments ETF

+1.07%

+$2,823.1

JNJ Johnson & Johnson

+1.07%

+$4,023.9

PLD Prologis Inc.

+1.06%

+$6,570.72

V Visa Inc. Class A

+1.03%

+$20,206.03

ATO Atmos Energy Corporation

+1.03%

+$2,517.15

IWD iShares Russell 1000 Value ETF

+1.02%

+$5,251.86

NNN NNN REIT, Inc.

+1.02%

+$2,699.68

DFAS Dimensional U.S. Small Cap ETF

+1%

+$45,542.4

IJR iShares Core S&P Small-Cap ETF

+1%

+$9,984.09

DFAT Dimensional US Targeted Value ETF

+0.99%

+$52,209.33

VO Vanguard Mid-Cap ETF

+0.97%

+$10,435

AIZ Assurant Inc.

+0.97%

+$2,775

APH Amphenol Corporation

+0.95%

+$7,569

AVUV Avantis U.S. Small Cap Value ETF

+0.95%

+$48,064.77

VNQ Vanguard Real Estate ETF

+0.95%

+$2,556.7

BRK-A Berkshire Hathaway Inc.

+0.93%

+$6,789

RSP Invesco S&P 500 Equal Weight ETF

+0.92%

+$3,375.57

PRF Invesco FTSE RAFI US 1000 ETF

+0.92%

+$7,062.86

IWM iShares Russell 2000 ETF

+0.9%

+$8,957.78

VBR VANGUARD SMALL-CAP VALUE ETF

+0.9%

+$17,130.1

FNDX Schwab Fundamental U.S. Large Company Index ETF

+0.89%

+$3,244.72

MGV Vanguard Mega Cap Value ETF

+0.88%

+$2,056.16

AVDV Avantis International Small Cap Value ETF

+0.88%

+$16,168.98

SPLV Invesco S&P 500 Low Volatility ETF

+0.87%

+$8,867.46

DFAR Dimensional US Real Estate ETF

+0.87%

+$2,218.58

PG Procter & Gamble Co

+0.85%

+$5,944.94

REET iShares Global REIT ETF

+0.83%

+$26,399.63

DISV Dimensional International Small Cap Equity Fund

+0.82%

+$4,656.47

SDY SPDR S&P Dividend ETF

+0.82%

+$7,284.03

VDE Vanguard Energy ETF

+0.81%

+$3,746.57

DFLV Dimensional US Large Cap Value ETF

+0.81%

+$14,144

IUSV iShares Core S&P U.S. Value ETF

+0.8%

+$2,708.12

VWO Vanguard FTSE Emerging Markets ETF

+0.78%

+$1,975.25

VOT Vanguard Mid-Cap Growth ETF

+0.75%

+$8,289.71

SBUX Starbucks Corporation

+0.74%

+$2,118.12

AVLV Avantis U.S. Large Cap Value ETF

+0.74%

+$12,729.33

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$7,618.48

DES WisdomTree U.S. SmallCap Dividend Fund

+0.73%

+$10,055.75

VB Vanguard Small-Cap ETF

+0.73%

+$10,464

HD The Home Depot, Inc.

+0.72%

+$4,462.38

COST Costco Wholesale Corporation

+0.72%

+$18,621.36

UNH UnitedHealth Group Incorporated

+0.71%

+$6,991.45

AVGE FRCL 3 2022Q3 Hb Float

+0.71%

+$19,386.5

MA Mastercard Incorporated

+0.7%

+$9,197.04

AVUS Avantis U.S. Equity ETF

+0.69%

+$546,184.26

BRK-B Berkshire Hathaway Inc.

+0.69%

+$8,810.53

DFAC Dimensional U.S. Core Equity 2 ETF

+0.69%

+$651,974.1

DFGR Dimensional Global Real Estate ETF

+0.68%

+$13,064.2

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$7,589.12

ITOT iShares Core S&P Total U.S. Stock Market ETF

+0.62%

+$22,389

IEMG iShares Core MSCI Emerging Markets ETF

+0.61%

+$14,550.57

DFAU Dimensional US Core Equity Market ETF

+0.61%

+$261,265.71

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$29,024.06

AVDE Avantis International Equity ETF

+0.6%

+$179,187.12

VGT Vanguard Information Technology ETF

+0.6%

+$3,180.8

DCOR Dimensional US Core Equity 1 ETF

+0.59%

+$194,060.16

AEP American Electric Power Company, Inc.

+0.58%

+$2,562

IVV iShares Core S&P 500 ETF

+0.58%

+$70,283.7

VOO Vanguard S&P 500 ETF

+0.58%

+$4,877.15

SPY SPDR S&P 500 ETF Trust

+0.57%

+$26,162.49

VIG Vanguard Dividend Appreciation ETF

+0.57%

+$12,607.07

GOOGL Alphabet Inc

+0.56%

+$23,810.12

IWB iShares Russell 1000 ETF

+0.55%

+$11,712.72

AVRE Avantis Real Estate ETF

+0.55%

+$7,627.88

DFUS Dimensional U.S. Equity Market ETF

+0.55%

+$192,842.32

VV Vanguard Large-Cap Index Fund ETF Shares

+0.49%

+$44,295.9

AVEM Avantis Emerging Markets Equity ETF

+0.48%

+$146,112.1

DFAW Dimensional World Equity ETF

+0.48%

+$16,900.87

VXF Vanguard Extended Market ETF

+0.48%

+$4,830.18

VT Vanguard Total World Stock ETF

+0.46%

+$11,149.92

GOOG Alphabet Inc

+0.46%

+$13,226.6

WMT Walmart Inc.

+0.45%

+$3,407.89

DFAE Dimensional Emerging Core Equity Market ETF

+0.45%

+$73,171.62

IXUS iShares Core International Stock ETF

+0.43%

+$5,080.72

IYY iShares Dow Jones U.S. ETF

+0.43%

+$1,251.56

ACWI iShares MSCI ACWI ETF

+0.42%

+$1,031.58

CINF Cincinnati Financial Corporation

+0.42%

+$4,686

DFAX Dimensional World ex U.S. Core Equity 2 ETF

+0.42%

+$29,174.72

DFIC Dimensional International Core Equity Market ETF

+0.41%

+$145,787.73

VXUS Vanguard Total International Stock Index Fund Investor Shares

+0.4%

+$5,292.1

DFAI Dimensional International Core Equity Market ETF

+0.4%

+$148,542.57

DUHP Dimensional US High Profitability ETF

+0.39%

+$3,098.4

ES Eversource Energy

+0.38%

+$1,173.9

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.36%

+$35,006.33

VBK Vanguard Small-Cap Growth ETF

+0.36%

+$968.87

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$1,906

GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

+0.34%

+$1,888.84

FENI Fidelity Enhanced International ETF

+0.34%

+$1,250.1

EFA iShares MSCI EAFE ETF

+0.31%

+$3,398.4

DIHP Dimensional International High Profitability Portfolio

+0.29%

+$6,045.4

MGK Vanguard Mega Cap Growth ETF

+0.24%

+$855.75

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$26,194.96

VUG Vanguard Growth ETF

+0.22%

+$914.28

NVDA NVIDIA Corporation

+0.14%

+$2,424.94

VONG Vanguard Russell 1000 Growth Fund

+0.1%

+$406.51

MSFT Microsoft Corp.

+0.1%

+$6,404

KO The Coca-Cola Company

+0.1%

+$341.6

IWF iShares Russell 1000 Growth ETF

+0.06%

+$168.9

TJX The TJX Companies, Inc.

+0.05%

+$113.52

DUSB Dimensional Ultrashort Fixed Income ETF

+0.01%

+$2,695.75

MCD McDonald's Corporation

+0.01%

+$46.26

BSV Vanguard Short-Term Bond ETF

JCI

ADBE Adobe Inc.

-6.71%

-$11,135.02

CTAS Cintas Corporation

-3.08%

-$25,849.6

LLY Eli Lilly and Company

-2.41%

-$7,352.15

ZTS Zoetis Inc.

-2.25%

-$3,145.77

AAPL Apple Inc.

-1.52%

-$182,128.5

TMO Thermo Fisher Scientific Inc.

-1.32%

-$6,416.98

MKC-V McCormick & Company, Incorporated

-1.31%

-$3,494.4

AMZN Amazon.com Inc

-1.23%

-$19,414.64

MTD Mettler-Toledo International Inc.

-1.04%

-$2,034.9

TXT Textron Inc.

-1.01%

-$3,504.55

IBM International Business Machines Corporation

-0.96%

-$2,877.76

AJG Arthur J. Gallagher & Co.

-0.95%

-$1,818.82

AVGO Broadcom Inc.

-0.91%

-$9,807

EW Edwards Lifesciences Corporation

-0.77%

-$2,086.92

PHM PulteGroup Inc.

-0.67%

-$2,058.4

MDLZ Mondelez International, Inc.

-0.58%

-$1,472.97

MKC McCormick & Company, Incorporated

-0.56%

-$2,127.68

SYY Sysco Corporation

-0.54%

-$1,324.83

XLC Communication Services Select Sector SPDR Fund

-0.41%

-$1,327.58

NOC Northrop Grumman Corporation

-0.4%

-$1,184.79

DHR Danaher Corporation

-0.36%

-$611.64

META Meta Platforms Inc Class A

-0.23%

-$2,602.58

BIP Brookfield Infrastructure Partners L.P.

-0.21%

-$654.56

AGG iShares Core U.S. Aggregate Bond ETF

-0.12%

-$3,318.32

DFCF Dimensional Core Fixed Income ETF

-0.11%

-$8,897.44

LOW Lowe's Companies Inc.

-0.1%

-$554.4

AVIG Avantis Core Fixed Income ETF

-0.07%

-$2,226.99

VCIT Vanguard Intermediate-Term Corporate Bond Fund

-0.07%

-$1,737.36

IUSB iShares Core Universal USD Bond ETF

-0.07%

-$231.81

ISTB iShares Core 1-5 Year USD Bond ETF

-0.04%

-$147.68

DFSD Dimensional Short-Duration Fixed Income ETF

-0.03%

-$6,382.08

VCSH Vanguard Short-Term Corporate Bond ETF

-0.03%

-$102.88

AVSF Avantis Short-Term Fixed Income ETF

-0.02%

-$195.13

DFIP Dimensional Inflation-Protected Securities ETF

-0.01%

-$45.56

Events

Dividends

Dividend Analysis

No Data

Trades 1991	Longs Won 1291/1991 64%	Profit Factor 15.1
Profitability	Shorts Won 0/0 0%	Standard Deviation $439,729.94
Average Win $177,625.01	Best Trade (Jun 12) $7.76M	Sharpe Ratio -9.01
Average Loss -$21,692.12	Worst Trade (Sep 30) -$607,912	Z-Score 19.36 (100%)
Commissions $0	Avg. Trade Length 1y 12m 3d	Expectancy $107,548.67

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

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Returns

Overall, Monthly

Holdings
History

Positions (159)
Options (0)

Option values are updated at end of day.

No Data

Trades (935)
Options (0)

No Data

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Caitlin Garner Portfolio

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