JW
Jacqueline Washburn Portfolio
Invests via Vawter Financial Ltd. | Managed by Jacqueline Washburn, Gary Vawter, William Whitaker
Invests via Vawter Financial Ltd.
Managed by Jacqueline Washburn, Gary Vawter, William Whitaker
Automatically Tracked
Jacqueline Washburn Profile
Jacqueline Washburn has carved a niche as an influential leader in the financial services sector, bringing over a decade of expertise to her role. Her extensive background encompasses strategic development and operational management, particularly within corporate finance contexts. Jacqueline excels at fostering collaborative environments that drive innovation and enhance organizational effectiveness. She is known for successfully leading cross-functional teams through significant transformations aimed at optimizing financial performance. Beyond her executive responsibilities, she remains actively engaged with emerging entrepreneurs, offering guidance on scaling operations in competitive markets.
Jacqueline Washburn has carved a niche as an influential leader in the financial services sector, bringing over a decade of expertise to her role. Her extensive background encompasses strategic development and operational management, particularly within corporate finance contexts. Jacqueline excels at fostering collaborative environments that drive innovation and enhance organizational effectiveness. She is known for successfully leading cross-functional teams through significant transformations aimed at optimizing financial performance. Beyond her executive responsibilities, she remains actively engaged with emerging entrepreneurs, offering guidance on scaling operations in competitive markets.
Investment Philosophy & Strategy
In a landscape characterized by rapid innovation, Jacqueline Washburn stands out for her ability to integrate strategic vision with operational acumen. Her investment strategy leans towards identifying high-potential startups poised for growth, emphasizing scalability and market adaptability. With a keen understanding of the dynamics that drive entrepreneurial success, she focuses on fostering robust business models that can withstand competitive pressures. By leveraging her extensive network and insights into emerging trends, she not only nurtures talent but also facilitates the capital necessary for sustainable expansion in evolving markets.
In a landscape characterized by rapid innovation, Jacqueline Washburn stands out for her ability to integrate strategic vision with operational acumen. Her investment strategy leans towards identifying high-potential startups poised for growth, emphasizing scalability and market adaptability. With a keen understanding of the dynamics that drive entrepreneurial success, she focuses on fostering robust business models that can withstand competitive pressures. By leveraging her extensive network and insights into emerging trends, she not only nurtures talent but also facilitates the capital necessary for sustainable expansion in evolving markets.
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:
18.04%
Gain 0%
Monthly
0.55%
Yearly
6.76%
Drawdown
14.9%
$258.25M
Equity
Holdings
$258.25M
Investment
$232.85M
$46.3M
Profit -$1,008.46
Realized
$20.91M
Unrealized
$25.4M
Dividends
$10.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
-$1,008.46
Win %
78%
This Week
Compared To Last Week
Gain
0%
Profit
-$1,008.46
Win %
78%
This Month
Compared to last month
Gain
0.01%
Profit
$26,894.73
Win %
78%
This Year
Compared to last year
Gain
9.04%
Profit
$21.4M
Win %
78%
GDX VanEck Gold Miners ETF
+2.97%
+$9,240 
JPM JPMorgan Chase & Co.
+2.31%
+$27,546.34 
SYK Stryker Corporation
+2.15%
+$12,936.32 
KMI Kinder Morgan, Inc.
+1.85%
+$4,525.16 
TPC Tutor Perini Corporation
+1.78%
+$4,323 
ABBV AbbVie Inc.
+1.32%
+$4,875.12 
O Realty Income Corporation
+1.31%
+$8,812.8 
IWN iShares Russell 2000 Value ETF
+1.17%
+$27,803.16 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$4,683.2 
VPU Vanguard Utilities ETF
+1.15%
+$3,832.5 
NSC Norfolk Southern Corporation
+1.09%
+$2,950.74 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$2,888.62 
JNJ Johnson & Johnson
+1.07%
+$7,813.04 
VTWV Vanguard Russell 2000 Value Index Fund
+1.06%
+$5,375.25 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$6,201.6 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$5,391.65 
IWD iShares Russell 1000 Value ETF
+0.98%
+$12,687.65 
NFG National Fuel Gas Company
+0.98%
+$2,043.75 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$41,572.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$63,705.84 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$98,358.48 
DFAR Dimensional US Real Estate ETF
+0.95%
+$13,154 
VTV Vanguard Value ETF
+0.94%
+$13,684.04 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$27,156 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$2,492 
VNQ Vanguard Real Estate ETF
+0.92%
+$3,468.6 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$2,621.5 
IWM iShares Russell 2000 ETF
+0.87%
+$8,691.91 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$28,438.77 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$2,364.3 
PG Procter & Gamble Co
+0.86%
+$2,391.41 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.84%
+$4,541.95 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$8,636.1 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$45,943.92 
EWZ iShares MSCI Brazil ETF
+0.83%
+$2,189.48 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$2,533.97 
SDY SPDR S&P Dividend ETF
+0.83%
+$9,375 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.82%
+$6,024.16 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,303.99 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$42,308.5 
GE General Electric Company
+0.76%
+$2,783.82 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$3,818.72 
CVX Chevron Corporation
+0.75%
+$3,877.97 
AVGV Avantis All Equity Markets Value ETF
+0.75%
+$3,138.56 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$6,118.56 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$26,109.2 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$14,193.39 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$16,400.4 
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$6,073.55 
VB Vanguard Small-Cap ETF
+0.7%
+$100,373.01 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$2,668.68 
COST Costco Wholesale Corporation
+0.68%
+$2,470.85 
CGXU Capital Group International Focus Equity ETF
+0.66%
+$79,282.38 
AVGE FRCL 3 2022Q3 Hb Float
+0.66%
+$4,482.4 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$11,311.33 
AVDE Avantis International Equity ETF
+0.59%
+$2,302.85 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$1,926.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$13,122.2 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$3,063.56 
IVV iShares Core S&P 500 ETF
+0.55%
+$39,382.82 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,697.02 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$22,327.98 
GOOGL Alphabet Inc
+0.53%
+$1,497.44 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,455 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$3,348.18 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$1,264.78 
IWB iShares Russell 1000 ETF
+0.52%
+$7,088.61 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$2,498.26 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$27,927.12 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,260 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$66,142.99 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$1,736.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$2,625.12 
AVMA Avantis Moderate Allocation ETF
+0.4%
+$4,309.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$3,577.48 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$61,455.01 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.3%
+$30,510.36 
SCHF Schwab International Equity ETF
+0.29%
+$722.64 
XOM Exxon Mobil Corporation
+0.28%
+$986.42 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,258.01 
SCHY Schwab International Dividend Equity ETF
+0.24%
+$1,629.92 
PHYS Sprott Physical Gold Trust
+0.19%
+$870 
VUG Vanguard Growth ETF
+0.18%
+$890.1 
BNDX Vanguard Total International Bond ETF
+0.17%
+$21,429.44 
NVDA NVIDIA Corporation
+0.16%
+$1,201.6 
CGGR Capital Group Growth ETF
+0.11%
+$8,109.45 
IOO iShares Global 100 ETF
+0.11%
+$525 
MSFT Microsoft Corp.
+0.1%
+$360.79 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.1%
+$3,885.92 
JPIN JPMorgan Diversified Return International Equity ETF
+0.08%
+$438.66 
GLD SPDR Gold Shares
+0.06%
+$162.8 
SHYM iShares High Yield Bond ETF
+0.04%
+$152.5 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$250.24 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$393 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$385.75 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$818.53 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
RKT Rocket Companies, Inc. Class A
-2.68%
-$24,345 
LLY Eli Lilly and Company
-2.41%
-$52,266.41 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$8,048.3 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$3,673.03 
AAPL Apple Inc.
-1.52%
-$46,566 
AGYS Agilysys Inc.
-1.24%
-$3,904.5 
AMZN Amazon.com Inc
-1.23%
-$8,385.65 
NFLX Netflix, Inc.
-1.14%
-$4,677.9 
AAON Aaon Inc.
-1.13%
-$3,929.5 
UBCP United Bancorp Inc.
-1.08%
-$6,061.86 
DHR Danaher Corporation
-0.38%
-$679.63 
CRM Salesforce Inc
-0.34%
-$730.24 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$837.52 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$275.94 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$2,115.96 
JSCP JPMorgan Short Duration Core Plus ETF
-0.08%
-$348.9 
JBND JPMorgan Active Bond ETF
-0.07%
-$13,040.24 
MTBA Simplify MBS ETF
-0.06%
-$149.25 
JPLD JPMorgan Limited Duration ETF
-0.04%
-$227.71 
IBIT iShares Bitcoin Trust
-0.03%
-$53.26 Events
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Dividends
Dividend Analysis
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| Trades 814 | Longs Won 593/814 72% | Profit Factor 15.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,814.48 |
| Average Win $83,343.15 | Best Trade (Jun 14) $2.9M | Sharpe Ratio -2.71 |
| Average Loss -$14,114.34 | Worst Trade (Jun 14) -$426,714.25 | Z-Score -1.46 (86.09%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $56,883.56 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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Returns
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