Trent White Portfolio
Invests via Luminvest Wealth Management LLC | Managed by Trent White
Invests via Luminvest Wealth Management LLC
Managed by Trent White
Automatically Tracked
Trent White Profile
Growth-stage investor focused on technology and fintech sectors, Trent White combines operating experience with capital-allocation expertise to support revenue scaling, product-market fit and board-level governance. Market-oriented partner who sources and diligences late-seed to Series C opportunities, advising on go-to-market, KPIs and capital structuring for exit readiness.
Growth-stage investor focused on technology and fintech sectors, Trent White combines operating experience with capital-allocation expertise to support revenue scaling, product-market fit and board-level governance. Market-oriented partner who sources and diligences late-seed to Series C opportunities, advising on go-to-market, KPIs and capital structuring for exit readiness.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech investments, blending hands-on operating experience with disciplined capital allocation to accelerate revenue scaling and product-market fit. Prefers late-seed to Series C companies, emphasizes go-to-market execution, KPI-driven due diligence, board-level governance, and capital-structure optimization with an exit-oriented time horizon and pragmatic risk controls.
Focuses on growth-stage technology and fintech investments, blending hands-on operating experience with disciplined capital allocation to accelerate revenue scaling and product-market fit. Prefers late-seed to Series C companies, emphasizes go-to-market execution, KPI-driven due diligence, board-level governance, and capital-structure optimization with an exit-oriented time horizon and pragmatic risk controls.
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:
1.21%
Gain
Monthly
0.04%
Yearly
0.48%
Drawdown
33.77%
$409.4M
Equity
Holdings
$409.4M
Investment
$334.1M
$77.17M
Profit -$2.77M
Realized
$1.87M
Unrealized
$75.3M
Dividends
$16.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.77M
Win %
71%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$4.17M
Win %
71%
This Month
Compared to last month
Gain
-0.9%
Profit
-$3.73M
Win %
71%
This Year
Compared to last year
Gain
6.98%
Profit
$26.71M
Win %
71%
ABBV AbbVie Inc.
+3.58%
+$13,396.25 
NSC Norfolk Southern Corporation
+2.91%
+$7,643.99 
VNQ Vanguard Real Estate ETF
+1.89%
+$4,573.2 
AAPL Apple Inc.
+1.68%
+$9,717.3 
MSFT Microsoft Corp.
+1.63%
+$10,065.72 
JNJ Johnson & Johnson
+1.32%
+$5,303.99 
HD The Home Depot, Inc.
+1.22%
+$2,519.05 
XOM Exxon Mobil Corporation
+0.9%
+$1,673.02 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$6,583 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$2,711.65 
VTV Vanguard Value ETF
+0.32%
+$17,947.04 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$5,270.45 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.22%
+$578.13 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$1,429.68 
IWR iShares Russell Mid-Cap ETF
+0.14%
+$2,258.4 
VB Vanguard Small-Cap ETF
+0.11%
+$1,542.37 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$172.44 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$648.88 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$118.34 
MU Micron Technology, Inc.
-6.45%
-$41,564.36 
AVGO Broadcom Inc.
-4.59%
-$13,213 
GOOGL Alphabet Inc
-4.43%
-$24,955.94 
NVDA NVIDIA Corporation
-2.84%
-$10,039.95 
VPL Vanguard FTSE Pacific ETF
-2.39%
-$6,614.53 
CGXU Capital Group International Focus Equity ETF
-1.98%
-$4,685.18 
VUG Vanguard Growth ETF
-1.56%
-$29,657.76 
AMZN Amazon.com Inc
-1.32%
-$3,655.69 
IXUS iShares Core International Stock ETF
-1.3%
-$25,216.23 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$7,552.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$982,051.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$66,004.4 
VEU Vanguard FTSE All-World ex-US ETF
-1.24%
-$481,896.83 
SCHA Schwab U.S. Small-Cap ETF
-1.1%
-$9,796.4 
JPM JPMorgan Chase & Co.
-1.03%
-$3,064.48 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$46,345.91 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.75%
-$27,179.56 
IVV iShares Core S&P 500 ETF
-0.75%
-$4,146.41 
VOO Vanguard S&P 500 ETF
-0.74%
-$120,590.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.72%
-$767,344.85 
SCHB Schwab U.S. Broad Market ETF
-0.7%
-$15,174.31 
VXF Vanguard Extended Market ETF
-0.66%
-$59,105.03 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.62%
-$1,757.71 
DFAU Dimensional US Core Equity Market ETF
-0.48%
-$2,687 
VGK Vanguard FTSE Europe ETF
-0.48%
-$1,427.15 
VYMI Vanguard International High Dividend Yield Index Fund
-0.41%
-$2,449.44 
IWM iShares Russell 2000 ETF
-0.35%
-$970.19 
BNDX Vanguard Total International Bond ETF
-0.18%
-$41,662.43 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.16%
-$7,303.52 
VO Vanguard Mid-Cap ETF
-0.13%
-$1,048.74 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.13%
-$621.66 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$32,433.3 
BNDW Vanguard Total World Bond ETF
-0.1%
-$354.58 
BLV Vanguard Long-Term Bond ETF
-0.08%
-$473.99 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$11,910.7 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$8,693.02 Events
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Dividends
Dividend Analysis
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| Trades 272 | Longs Won 196/272 72% | Profit Factor 43.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.62M |
| Average Win $402,886.14 | Best Trade (Jul 14) $21.98M | Sharpe Ratio -13.14 |
| Average Loss -$23,656.23 | Worst Trade (Jul 10) -$294,650.85 | Z-Score 7.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $283,705.18 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
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