HG
Heather Greenwood Portfolio
Invests via Cobblestone Asset Management LLC | Managed by Heather Greenwood
Invests via Cobblestone Asset Management LLC
Managed by Heather Greenwood
Automatically Tracked
Heather Greenwood Profile
Growth-stage investor and operator focused on scaling technology and consumer businesses. Heather Greenwood brings experience in go-to-market strategy, revenue operations and board-level governance, with a track record of sourcing and scaling Series B–C companies. Actively deploys growth equity into SaaS, consumer platforms and fintech, advising management teams on commercial acceleration, KPI-driven performance and exit preparation.
Growth-stage investor and operator focused on scaling technology and consumer businesses. Heather Greenwood brings experience in go-to-market strategy, revenue operations and board-level governance, with a track record of sourcing and scaling Series B–C companies. Actively deploys growth equity into SaaS, consumer platforms and fintech, advising management teams on commercial acceleration, KPI-driven performance and exit preparation.
Investment Philosophy & Strategy
Growth equity investor and operator who prioritizes scalable go-to-market plays and KPI-driven commercial acceleration. Focuses on Series B–C technology and consumer platform businesses—particularly SaaS and fintech—deploying capital alongside hands-on revenue operations support and board governance. Investment decisions emphasize unit economics, repeatable sales motion, clear path to profitability or strategic exit, and partnerships that unlock ARR expansion over a 3–7 year horizon with disciplined risk management.
Growth equity investor and operator who prioritizes scalable go-to-market plays and KPI-driven commercial acceleration. Focuses on Series B–C technology and consumer platform businesses—particularly SaaS and fintech—deploying capital alongside hands-on revenue operations support and board governance. Investment decisions emphasize unit economics, repeatable sales motion, clear path to profitability or strategic exit, and partnerships that unlock ARR expansion over a 3–7 year horizon with disciplined risk management.
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:
55.17%
Gain +0.24%
Monthly
1.22%
Yearly
15.69%
Drawdown
15.12%
$247.58M
Equity
Holdings
$247.58M
Investment
$218.41M
$69.64M
Profit +$480,156.61
Realized
$40.47M
Unrealized
$29.17M
Dividends
$14.22M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$480,156.61
Win %
62%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$2.27M
Win %
62%
This Month
Compared to last month
Gain
-0.14%
Profit
-$343,334.12
Win %
62%
This Year
Compared to last year
Gain
-0.25%
Profit
-$607,106.16
Win %
67%
QS QuantumScape Corp
+4.96%
+$4,277.52 
COIN Coinbase Global, Inc.
+4.37%
+$72,789.55 
XYZ Block, Inc.
+4.32%
+$9,413.6 
BMY Bristol-Myers Squibb Company
+2.88%
+$21,776.26 
TFC Truist Financial Corporation
+2.41%
+$6,092.9 
EZA iShares MSCI South Africa ETF
+2.4%
+$31,529.49 
IBM International Business Machines Corporation
+2.32%
+$5,280 
PSLV Sprott Physical Silver Trust
+2.13%
+$33,215.87 
GSOL Grayscale Solana Trust
+2.03%
+$32,494.88 
EWW iShares MSCI Mexico ETF
+1.76%
+$24,633.6 
MCK McKesson Corporation
+1.71%
+$4,392.1 
MKL Markel Group Inc.
+1.44%
+$4,463.4 
PHYS Sprott Physical Gold Trust
+1.37%
+$9,126.45 
NIO Nio Inc.
+1.32%
+$4,387.41 
IAU iShares Gold Trust
+1.27%
+$20,309.52 
GLD SPDR Gold Shares
+1.24%
+$2,730.77 
MSFT Microsoft Corp.
+1.24%
+$12,045 
TLH iShares 10-20 Year Treasury Bond ETF
+1.22%
+$60,201.88 
EWG iShares MSCI Germany ETF
+1.12%
+$7,638.3 
ETHA iShares Ethereum Trust
+0.89%
+$22,297.67 
IBIT iShares Bitcoin Trust
+0.86%
+$33,620.8 
JVAL JPMorgan U.S. Value Factor ETF
+0.83%
+$5,950.47 
EPOL iShares MSCI Poland ETF
+0.75%
+$5,213.37 
GOOG Alphabet Inc
+0.75%
+$2,157.86 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$75,722.24 
GNL Global Net Lease, Inc.
+0.67%
+$2,247.25 
MBBA iShares Mortgage-Backed Securities Active ETF
+0.65%
+$2,318.3 
EWD iShares MSCI Sweden ETF
+0.62%
+$4,288.73 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.6%
+$4,289.5 
SYSB iShares Systematic Bond ETF
+0.6%
+$3,828.15 
CSX CSX Corporation
+0.58%
+$9,800 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
+0.56%
+$5,169.5 
JBND JPMorgan Active Bond ETF
+0.56%
+$83,225.13 
MO Altria Group, Inc.
+0.55%
+$6,020 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$36,023.76 
JOBY Joby Aviation, Inc.
+0.54%
+$1,982.5 
ECH iShares MSCI Chile ETF
+0.52%
+$10,038.46 
JEPI JPMorgan Equity Premium Income Fund
+0.48%
+$1,859.55 
IVLU iShares MSCI International Value Factor ETF
+0.46%
+$15,189.92 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.41%
+$19,437.49 
AAPL Apple Inc.
+0.4%
+$4,800.52 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$3,388.3 
PLUG Plug Power Inc.
+0.34%
+$615.7 
EWM iShares MSCI Malaysia ETF
+0.34%
+$2,278.35 
SCHF Schwab International Equity ETF
+0.3%
+$13,163.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.29%
+$606.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.27%
+$28,378.08 
IVV iShares Core S&P 500 ETF
+0.24%
+$83,440.25 
JPIE JPMorgan Income ETF
+0.22%
+$2,222.3 
BKLN Invesco Senior Loan ETF
+0.22%
+$2,268.05 
ACB Aurora Cannabis Inc.
+0.22%
+$246.6 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.2%
+$11,736.45 
AMZN Amazon.com Inc
+0.2%
+$707.37 
BLCR iShares Large Cap Core ACT ETF
+0.16%
+$10,683.2 
BINC iShares Flexible Income Active ETF
+0.12%
+$956.85 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$11,289.83 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-3.73%
-$40,318.67 
BE Bloom Energy Corporation
-3.1%
-$7,801.5 
EWY iShares MSCI South Korea ETF
-2.81%
-$33,453 
PM Philip Morris International Inc.
-2.8%
-$78,499 
BAI iShares A.I. Innovation and Tech Active ETF
-2.64%
-$124,317.48 
TSLA Tesla, Inc.
-1.54%
-$5,363.64 
NVDA NVIDIA Corporation
-1.36%
-$4,609.67 
EWZ iShares MSCI Brazil ETF
-1.24%
-$19,932.77 
NEU NewMarket Corporation
-1.09%
-$19,460.04 
PLTR Palantir Technologies Inc.
-0.48%
-$1,479.25 
SPEM SPDR Portfolio Emerging Markets ETF
-0.33%
-$40,880.24 
JGRO JPMorgan Active Growth ETF
-0.25%
-$2,221.68 
JPM JPMorgan Chase & Co.
-0.25%
-$675.36 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.2%
-$6,131.58 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.18%
-$514.8 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.11%
-$12,639.98 
THRO iShares U.S. Thematic Rotation Active ETF
-0.1%
-$3,473.86 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.07%
-$9,064.44 
IALT iShares Systematic Alternatives Active ETF
-0.05%
-$2,430.49 
D Dominion Energy, Inc.
-0.01%
-$22.52 Events
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Dividends
Dividend Analysis
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| Trades 673 | Longs Won 457/673 67% | Profit Factor 12.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $372,425.95 |
| Average Win $165,681.03 | Best Trade (Oct 15) $4.88M | Sharpe Ratio -10.45 |
| Average Loss -$28,117.38 | Worst Trade (Oct 14) -$1.04M | Z-Score -0.34 (26.67%) |
| Commissions $0 | Avg. Trade Length 1y 3w 3d | Expectancy $103,481.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,504 | $800,091.4 | $1.21M | - | $406,440.92 | 50.8% | +0.399% |
| ACB Aurora Cannabis Inc. | 27,400 | $124,496.55 | $114,504.6 | - | -$9,991.95 | -8.03% | +0.216% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 78,243 | $5.92M | $5.83M | - | -$89,197.36 | -1.51% | +0.202% |
| AMZN Amazon.com Inc | 1,387 | $282,175.55 | $353,116.33 | - | $70,940.78 | 25.14% | +0.201% |
| BAI iShares A.I. Innovation and Tech Active ETF | 107,161 | $3.62M | $4.59M | - | $968,635.11 | 26.73% | -2.636% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 21,100 | $976,330.35 | $932,831 | - | -$43,499.35 | -4.46% | +0.557% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 9,325 | $676,194.89 | $723,340.25 | - | $47,145.36 | 6.97% | +0.597% |
| BE Bloom Energy Corporation | 1,050 | $142,264.84 | $243,505.5 | - | $101,240.66 | 71.16% | -3.104% |
| BINC iShares Flexible Income Active ETF | 15,921 | $838,655.81 | $807,037.08 | - | -$31,618.73 | -3.77% | +0.119% |
| BKLN Invesco Senior Loan ETF | 50,401 | $1.05M | $1.03M | - | -$17,178.49 | -1.64% | +0.22% |
| BLCR iShares Large Cap Core ACT ETF | 133,540 | $5.84M | $6.6M | - | $764,755.66 | 13.1% | +0.162% |
| BMY Bristol-Myers Squibb Company | 12,772 | $662,365.29 | $778,900.42 | - | $116,535.13 | 17.59% | +2.876% |
| BRK-B Berkshire Hathaway Inc. | 1,629 | $815,135 | $860,812.45 | - | $45,677.45 | 5.6% | +0.395% |
| COIN Coinbase Global, Inc. | 9,641 | $2.77M | $1.74M | - | -$1.03M | -37.09% | +4.367% |
| CSX CSX Corporation | 35,000 | $1.08M | $1.7M | - | $615,193.28 | 56.73% | +0.58% |
| D Dominion Energy, Inc. | 4,505 | $216,437.42 | $282,891.47 | - | $66,454.05 | 30.7% | -0.008% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 168,533 | $8.14M | $11.69M | - | $3.55M | 43.57% | -0.108% |
| ECH iShares MSCI Chile ETF | 52,834 | $1.81M | $1.96M | - | $152,873.44 | 8.46% | +0.515% |
| EPOL iShares MSCI Poland ETF | 15,798 | $510,430.15 | $700,483.32 | - | $190,053.17 | 37.23% | +0.75% |
| ETHA iShares Ethereum Trust | 45,505.45 | $2.39M | $2.52M | - | $133,116.38 | 5.58% | +0.893% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Heather Greenwood?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $10.07M, JPMorgan U.S. Quality Factor ETF - $3.63M, Invesco S&P 500 Momentum ETF - $2.69M, Palo Alto Networks, Inc - $2.55M, and Vanguard Total Bond Market Index Fund - $2.4M. 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: Schwab U.S. Small-Cap ETF - $416,353.12, Coinbase Global, Inc - $244,634.71, iShares Russell 2000 Value ETF - $170,764.82, Invesco S&P SmallCap Momentum ETF - $107,969.59, and ISHARES MSCI INDIA ETF - $102,539.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Heather Greenwood's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.22M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $2.18M, iShares Core S&P 500 ETF - $1M, JPMorgan Equity Premium Income Fund - $992,921.82, Vanguard Total Bond Market Index Fund - $992,827.17, and JPMorgan Nasdaq Equity Premium Income ETF - $903,481.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Heather Greenwood's monthly returns?
Heather Greenwood'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 Heather Greenwood's strategy be considered aggressive or moderate?
Heather Greenwood's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Heather Greenwood's strategy?
Heather Greenwood'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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