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:
51.07%
Gain +0.38%
Monthly
1.25%
Yearly
16.11%
Drawdown
16.19%
$429.59M
Equity
Holdings
$429.59M
Investment
$352.95M
$78.78M
Profit +$900,120
Realized
$2.14M
Unrealized
$76.64M
Dividends
$18.13M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$900,120
Win %
63%
This Week
Compared To Last Week
Gain
0.21%
Profit
$900,120
Win %
63%
This Month
Compared to last month
Gain
-0.26%
Profit
-$1.14M
Win %
63%
This Year
Compared to last year
Gain
-0.28%
Profit
-$1.12M
Win %
65%
NVDA NVIDIA Corporation
+2.84%
+$22,780.9 
AVGO Broadcom Inc.
+2.72%
+$10,099.43 
AMAT Applied Materials, Inc.
+2.24%
+$4,522.88 
GOOGL Alphabet Inc
+1.71%
+$12,479.04 
VPL Vanguard FTSE Pacific ETF
+1.63%
+$4,701.49 
AMZN Amazon.com Inc
+1.39%
+$5,387.04 
NSC Norfolk Southern Corporation
+1.37%
+$3,395.99 
VUG Vanguard Growth ETF
+1.3%
+$20,580.3 
IWM iShares Russell 2000 ETF
+1.24%
+$3,187.81 
CGXU Capital Group International Focus Equity ETF
+1.2%
+$2,845.81 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$9,796.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.14%
+$57,858.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.12%
+$945,519.8 
VEU Vanguard FTSE All-World ex-US ETF
+1.09%
+$416,230.2 
VXF Vanguard Extended Market ETF
+1.07%
+$104,245 
HD The Home Depot, Inc.
+1.03%
+$1,885.69 
IXUS iShares Core International Stock ETF
+1%
+$19,171.95 
IJH iShares Core S&P Mid-Cap ETF
+0.99%
+$8,578.08 
VB Vanguard Small-Cap ETF
+0.93%
+$12,484.92 
VGK Vanguard FTSE Europe ETF
+0.86%
+$2,592.17 
VWO Vanguard FTSE Emerging Markets ETF
+0.86%
+$5,143.87 
SPY SPDR S&P 500 ETF Trust
+0.86%
+$53,385.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.86%
+$954,427.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.84%
+$34,105.4 
VOO Vanguard S&P 500 ETF
+0.84%
+$136,636.68 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.82%
+$2,036.8 
IVV iShares Core S&P 500 ETF
+0.8%
+$4,502.96 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$1,952.5 
DFAU Dimensional US Core Equity Market ETF
+0.73%
+$3,981.67 
MSFT Microsoft Corp.
+0.73%
+$8,429.98 
SCHB Schwab U.S. Broad Market ETF
+0.71%
+$24,796.17 
IWR iShares Russell Mid-Cap ETF
+0.67%
+$10,840.32 
VNQ Vanguard Real Estate ETF
+0.64%
+$1,418.16 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.59%
+$2,677.92 
AAPL Apple Inc.
+0.57%
+$4,825.14 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$10,917.5 
BLV Vanguard Long-Term Bond ETF
+0.53%
+$2,878.92 
VTEB Vanguard Tax-Exempt Bond ETF
+0.48%
+$126,859.26 
VYMI Vanguard International High Dividend Yield Index Fund
+0.46%
+$2,682.72 
VIG Vanguard Dividend Appreciation ETF
+0.44%
+$5,777.37 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.41%
+$1,073.67 
VO Vanguard Mid-Cap ETF
+0.4%
+$2,762.56 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.39%
+$13,086.9 
BNDX Vanguard Total International Bond ETF
+0.32%
+$78,999.13 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.29%
+$58,848.03 
BNDW Vanguard Total World Bond ETF
+0.28%
+$570.35 
SCHD Schwab U.S. Dividend Equity ETF
+0.28%
+$653.67 
BRK-B Berkshire Hathaway Inc.
+0.27%
+$2,049.53 
BND Vanguard Total Bond Market Index Fund
+0.23%
+$60,636.88 
VTV Vanguard Value ETF
+0.2%
+$13,951.96 
ABBV AbbVie Inc.
+0.14%
+$609.04 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$11,836.56 
XOM Exxon Mobil Corporation
+0.08%
+$203.97 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$819.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$142.11 
Events
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Dividends
Dividend Analysis
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| Trades 319 | Longs Won 216/319 67% | Profit Factor 12.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.6M |
| Average Win $395,647.16 | Best Trade (Aug 14) $24.24M | Sharpe Ratio -11.95 |
| Average Loss -$64,840.61 | Worst Trade (Sep 30) -$1.08M | Z-Score 4.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $246,963.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,553 | $606,311.85 | $848,132.13 | - | $241,820.28 | 39.88% | +0.572% |
| ABBV AbbVie Inc. | 1,646 | $297,367.99 | $428,453.8 | - | $131,085.81 | 44.08% | +0.142% |
| AMAT Applied Materials, Inc. | 382 | $276,186 | $206,715.48 | - | -$69,470.52 | -25.15% | +2.237% |
| AMZN Amazon.com Inc | 1,566 | $340,523.39 | $394,115.22 | - | $53,591.83 | 15.74% | +1.386% |
| AVGO Broadcom Inc. | 1,079 | $333,060.67 | $380,887 | - | $47,826.33 | 14.36% | +2.724% |
| BLV Vanguard Long-Term Bond ETF | 8,724 | $639,795.78 | $549,263.04 | - | -$90,532.74 | -14.15% | +0.527% |
| BND Vanguard Total Bond Market Index Fund | 378,971 | $27.93M | $26.62M | - | -$1.31M | -4.69% | +0.228% |
| BNDW Vanguard Total World Bond ETF | 3,078 | $209,391.54 | $202,994.1 | - | -$6,397.44 | -3.06% | +0.282% |
| BNDX Vanguard Total International Bond ETF | 522,481 | $25.69M | $24.53M | - | -$1.17M | -4.55% | +0.323% |
| BRK-B Berkshire Hathaway Inc. | 1,541 | $568,381.55 | $773,320.03 | - | $204,938.48 | 36.06% | +0.266% |
| CGXU Capital Group International Focus Equity ETF | 6,941 | $205,107 | $240,297.42 | - | $35,190.42 | 17.16% | +1.198% |
| DFAU Dimensional US Core Equity Market ETF | 10,342 | $466,631.27 | $547,040.09 | - | $80,408.82 | 17.23% | +0.733% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 3,550 | $241,436 | $248,642 | - | $7,206 | 2.98% | +0.791% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 8,259 | $224,727 | $261,727.71 | - | $37,000.71 | 16.46% | +0.412% |
| GOOGL Alphabet Inc | 2,159 | $511,313.93 | $742,739.18 | - | $231,425.25 | 45.26% | +1.709% |
| HD The Home Depot, Inc. | 648 | $260,531.24 | $184,919.76 | - | -$75,611.48 | -29.02% | +1.03% |
| IJH iShares Core S&P Mid-Cap ETF | 11,914 | $660,393.02 | $874,725.88 | - | $214,332.86 | 32.46% | +0.99% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 24,361 | $3.37M | $4.09M | - | $724,648.66 | 21.5% | +0.84% |
| IVV iShares Core S&P 500 ETF | 731 | $483,807.55 | $565,457.74 | - | $81,650.19 | 16.88% | +0.803% |
| IWM iShares Russell 2000 ETF | 924 | $206,177 | $261,002.28 | - | $54,825.28 | 26.59% | +1.236% |
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FAQ
Which stocks have generated the highest profits for Trent White?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total International Stock Index Fund Investor Shares - $3.51M, VANGUARD TOTAL STOCK MKT ETF - $2.54M, Vanguard FTSE All-World ex-US ETF - $2.3M, Vanguard Tax-Exempt Bond ETF - $1.91M, and Vanguard Intermediate-Term Corporate Bond Fund - $1.89M. 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: Oracle Corporation - $75,948.56, Procter & Gamble Co - $9,895.23, and The Home Depot, Inc - $2,398.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Trent White's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.13M earned over time. The largest contributors to dividend income include Vanguard Total International Stock Index Fund Investor Shares - $3.5M, VANGUARD TOTAL STOCK MKT ETF - $2.54M, Vanguard FTSE All-World ex-US ETF - $2.11M, Vanguard Tax-Exempt Bond ETF - $1.97M, and Vanguard Intermediate-Term Corporate Bond Fund - $1.77M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Trent White's monthly returns?
Trent White's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Trent White's strategy be considered aggressive or moderate?
Trent White'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 Trent White's strategy?
Trent White's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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