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:
55.73%
Gain -0.8%
Monthly
1.27%
Yearly
16.38%
Drawdown
15.12%
$241.98M
Equity
Holdings
$241.98M
Investment
$210.2M
$69.72M
Profit -$1.54M
Realized
$37.94M
Unrealized
$31.78M
Dividends
$13.59M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$1.54M
Win %
67%
This Week
Compared To Last Week
Gain
0.67%
Profit
$1.61M
Win %
67%
This Month
Compared to last month
Gain
-0.63%
Profit
-$1.54M
Win %
67%
This Year
Compared to last year
Gain
0.84%
Profit
$2.01M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$50,403.75 
GOOG Alphabet Inc
+6.88%
+$19,225.89 
MSFT Microsoft Corp.
+3.02%
+$24,842.86 
NVDA NVIDIA Corporation
+2.93%
+$8,759.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$166,063.13 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$59,624.48 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$28,886.84 
IBM International Business Machines Corporation
+0.86%
+$1,909.98 
NIO Nio Inc.
+0.83%
+$3,929.92 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$88,771.29 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$84,211.92 
TSLA Tesla, Inc.
+0.76%
+$2,244.34 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,747.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$225,105.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$68,661.84 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$30,181.61 
JGRO JPMorgan Active Growth ETF
+0.61%
+$6,432.16 
MO Altria Group, Inc.
+0.57%
+$4,411.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,472.13 
CAIE Calamos Autocallable Income ETF
+0.56%
+$1,143.9 
CSX CSX Corporation
+0.42%
+$7,337.61 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,029.94 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,198.14 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$13,205.73 
EWZ iShares MSCI Brazil ETF
+0.33%
+$4,700.64 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$12,790.77 
JPM JPMorgan Chase & Co.
+0.27%
+$755.76 
EPOL iShares MSCI Poland ETF
+0.16%
+$2,384.55 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$6,571.6 
EWP iShares MSCI Spain ETF
+0.07%
+$339.76 
JVAL JPMorgan U.S. Value Factor ETF
+0.06%
+$451.64 
BKLN Invesco Senior Loan ETF
+0.05%
+$517.38 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$157,802.61 
AAPL Apple Inc.
-7.35%
-$89,350.88 
ETHA iShares Ethereum Trust
-3.03%
-$57,565.2 
IBIT iShares Bitcoin Trust
-2.89%
-$85,607.72 
EWY iShares MSCI South Korea ETF
-2.55%
-$26,645.13 
GSOL Grayscale Solana Trust
-2.31%
-$25,298.52 
PSLV Sprott Physical Silver Trust
-1.98%
-$33,221.88 
NEU NewMarket Corporation
-1.95%
-$33,720.1 
SQ Block, Inc.
-1.64%
-$4,009.5 
PHYS Sprott Physical Gold Trust
-1.61%
-$10,922.5 
GLD SPDR Gold Shares
-1.49%
-$3,293.31 
IAU iShares Gold Trust
-1.46%
-$22,057.6 
PLUG Plug Power Inc.
-1.44%
-$3,781.2 
ACB Aurora Cannabis Inc.
-1.41%
-$1,118 
JOBY Joby Aviation, Inc.
-1.24%
-$7,110 
ECH iShares MSCI Chile ETF
-1.23%
-$25,014.01 
INTC Intel Corporation
-1.02%
-$10,602.93 
GNL Global Net Lease, Inc.
-0.91%
-$3,595.6 
D Dominion Energy, Inc.
-0.8%
-$2,519.44 
EZA iShares MSCI South Africa ETF
-0.76%
-$9,920.05 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.68%
-$3,267 
BE Bloom Energy Corporation
-0.63%
-$1,834 
PM Philip Morris International Inc.
-0.61%
-$13,205.27 
SCHF Schwab International Equity ETF
-0.58%
-$34,939.68 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$27,273.75 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$18,346.8 
MBB iShares MBS ETF
-0.4%
-$24,906.55 
EWW iShares MSCI Mexico ETF
-0.39%
-$5,194.5 
TFC Truist Financial Corporation
-0.33%
-$941.62 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$17,329.92 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.24%
-$2,296.69 
SYSB iShares Systematic Bond ETF
-0.22%
-$1,423.48 
JBND JPMorgan Active Bond ETF
-0.21%
-$25,327.61 
MKL Markel Group Inc.
-0.2%
-$657.05 
QS QuantumScape Corp
-0.19%
-$175.86 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$16,714.73 
JPIE JPMorgan Income ETF
-0.09%
-$857.08 
BINC iShares Flexible Income Active ETF
-0.08%
-$644.5 
EWG iShares MSCI Germany ETF
-0.07%
-$462.75 Events
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Dividends
Dividend Analysis
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| Trades 608 | Longs Won 428/608 70% | Profit Factor 15.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $382,150.6 |
| Average Win $173,841.42 | Best Trade (Aug 10) $4.91M | Sharpe Ratio -10.36 |
| Average Loss -$26,041.51 | Worst Trade (Aug 03) -$1.21M | Z-Score 2.74 (99.38%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $114,665.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,644 | $824,060.79 | $1.13M | - | $301,607.25 | 36.6% | -7.354% |
| ACB Aurora Cannabis Inc. | 27,950 | $126,911.05 | $77,980.5 | - | -$48,930.55 | -38.55% | -1.413% |
| AMZN Amazon.com Inc | 1,397 | $284,369.45 | $379,397.25 | - | $95,027.8 | 33.42% | +15.321% |
| BAI iShares A.I. Innovation and Tech Active ETF | 116,084 | $3.88M | $4.8M | - | $918,280.92 | 23.66% | +0.633% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 20,879 | $966,645.23 | $942,478.06 | - | -$24,167.17 | -2.5% | -0.243% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 6,050 | $420,798.63 | $479,644 | - | $58,845.37 | 13.98% | -0.677% |
| BE Bloom Energy Corporation | 1,400 | $189,686.45 | $288,134 | - | $98,447.55 | 51.9% | -0.632% |
| BINC iShares Flexible Income Active ETF | 16,113 | $848,712.77 | $837,714.87 | - | -$10,997.9 | -1.3% | -0.077% |
| BKLN Invesco Senior Loan ETF | 51,738 | $1.08M | $1.05M | - | -$22,518.85 | -2.09% | +0.049% |
| BLCR iShares Large Cap Core ACT ETF | 93,163 | $3.86M | $4.53M | - | $671,775.81 | 17.4% | +1.333% |
| BMY Bristol-Myers Squibb Company | 12,772 | $662,365.29 | $834,139.32 | - | $171,774.03 | 25.93% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 1,629 | $815,135 | $833,298.66 | - | $18,163.66 | 2.23% | +0.365% |
| CAIE Calamos Autocallable Income ETF | 7,626 | $191,717.84 | $204,834.36 | - | $13,116.52 | 6.84% | +0.562% |
| COIN Coinbase Global, Inc. | 9,111 | $2.67M | $1.33M | - | -$1.33M | -50.02% | -10.588% |
| CSX CSX Corporation | 34,941 | $1.08M | $1.76M | - | $679,363.78 | 62.81% | +0.418% |
| D Dominion Energy, Inc. | 4,499 | $216,074.34 | $311,195.83 | - | $95,121.49 | 44.02% | -0.803% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 167,493 | $8.07M | $11.3M | - | $3.23M | 39.99% | +0.792% |
| ECH iShares MSCI Chile ETF | 51,049 | $1.74M | $2.01M | - | $267,451.73 | 15.37% | -1.231% |
| EPOL iShares MSCI Poland ETF | 34,065 | $1.1M | $1.46M | - | $359,280.34 | 32.67% | +0.164% |
| ETHA iShares Ethereum Trust | 130,830 | $2.27M | $1.84M | - | -$429,036.59 | -18.9% | -3.032% |
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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 - $9.98M, JPMorgan U.S. Quality Factor ETF - $3.63M, Palo Alto Networks, Inc - $2.55M, Vanguard Total Bond Market Index Fund - $2.4M, and iShares MSCI EAFE Value ETF - $2.26M. 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 $13.59M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $2.05M, Vanguard Total Bond Market Index Fund - $992,827.17, JPMorgan Equity Premium Income Fund - $990,579.65, iShares Core S&P 500 ETF - $904,248.56, and JPMorgan Nasdaq Equity Premium Income ETF - $900,436.22. 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.
