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:
25.09%
Gain -0.48%
Monthly
0.67%
Yearly
8.3%
Drawdown
20.11%
$263.14M
Equity
Holdings
$263.14M
Investment
$238.95M
$45.57M
Profit -$1.18M
Realized
$21.38M
Unrealized
$24.19M
Dividends
$11.78M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$1.18M
Win %
72%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$1.18M
Win %
72%
This Month
Compared to last month
Gain
-1.27%
Profit
-$3.39M
Win %
72%
This Year
Compared to last year
Gain
-0.91%
Profit
-$2.41M
Win %
72%
CRM Salesforce Inc
+4.65%
+$15,028.6 
AGYS Agilysys Inc.
+4.13%
+$14,798.74 
NFLX Netflix, Inc.
+3.82%
+$14,775 
GOOGL Alphabet Inc
+2.9%
+$7,543.89 
PSN Parsons Corporation
+2.78%
+$27,066.24 
SYK Stryker Corporation
+2.48%
+$9,384.48 
MSFT Microsoft Corp.
+2.27%
+$9,756.32 
LLY Eli Lilly and Company
+2.09%
+$43,282.29 
ABBV AbbVie Inc.
+1.73%
+$7,304.44 
COST Costco Wholesale Corporation
+1.64%
+$5,609.51 
CVS CVS Health Corporation
+1.11%
+$3,150 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$23,465.4 
HD The Home Depot, Inc.
+0.97%
+$1,707.3 
SCHY Schwab International Dividend Equity ETF
+0.87%
+$2,299.38 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$26,423.76 
SDY SPDR S&P Dividend ETF
+0.67%
+$7,687.5 
JNJ Johnson & Johnson
+0.54%
+$3,336.21 
PG Procter & Gamble Co
+0.53%
+$1,057.99 
AAPL Apple Inc.
+0.47%
+$16,072.78 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.27%
+$9,642.29 
NSC Norfolk Southern Corporation
+0.16%
+$453.96 
KMI Kinder Morgan, Inc.
+0.1%
+$240 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$464.13 
JBND JPMorgan Active Bond ETF
+0.03%
+$5,403.91 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
GEV GE Vernova Inc.
-8.63%
-$23,456.99 
ASML ASML Holding N.V. New York Registry Shares
-7.1%
-$27,018.89 
AAON Aaon Inc.
-5.52%
-$11,937.55 
TPC Tutor Perini Corporation
-4.5%
-$13,233 
GDX VanEck Gold Miners ETF
-3%
-$12,440.24 
NVDA NVIDIA Corporation
-2.85%
-$22,305.6 
CGXU Capital Group International Focus Equity ETF
-2.59%
-$291,493.38 
EEM iShares MSCI Emerging Markets ETF
-2.49%
-$13,148.2 
DFAE Dimensional Emerging Core Equity Market ETF
-2.13%
-$283,975.42 
UBCP United Bancorp Inc.
-2.1%
-$12,009.36 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$11,613.15 
GE General Electric Company
-1.94%
-$6,887.55 
JPM JPMorgan Chase & Co.
-1.69%
-$20,720.87 
IFRA iShares U.S. Infrastructure
-1.68%
-$3,596.6 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$3,057.64 
PHYS Sprott Physical Gold Trust
-1.45%
-$6,887.5 
VPU Vanguard Utilities ETF
-1.33%
-$4,252.5 
GLD SPDR Gold Shares
-1.3%
-$3,509.99 
SAN Banco Santander S.A. Sponsored ADR
-1.3%
-$2,242.5 
AMZN Amazon.com Inc
-1.21%
-$5,168.65 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.16%
-$58,916.8 
VWO Vanguard FTSE Emerging Markets ETF
-1.12%
-$5,750.32 
SCHE Schwab Emerging Markets Equity ETF
-1.11%
-$8,371.79 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$10,368 
VSGX Vanguard ESG International Stock ETF
-1.04%
-$2,398.54 
SCHC Schwab International Small-Cap Equity ETF
-1.02%
-$8,522.8 
EWZ iShares MSCI Brazil ETF
-1.01%
-$3,388 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$2,535.86 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$3,805.1 
SCHV Schwab U.S. Large-Cap Value ETF
-0.91%
-$4,994.01 
CVX Chevron Corporation
-0.88%
-$5,213.24 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.84%
-$7,010.85 
XOM Exxon Mobil Corporation
-0.84%
-$4,843.47 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$16,704.04 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.83%
-$5,709.52 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$2,398.56 
AVDV Avantis International Small Cap Value ETF
-0.75%
-$1,679.16 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$2,142 
AVDE Avantis International Equity ETF
-0.72%
-$9,158.9 
IWF iShares Russell 1000 Growth ETF
-0.68%
-$5,166.15 
AVGE FRCL 3 2022Q3 Hb Float
-0.66%
-$5,903.04 
PFF iShares Preferred and Income Securities ETF
-0.65%
-$1,422.33 
EFA iShares MSCI EAFE ETF
-0.63%
-$3,058.43 
XMAG Defiance Le Cap Ex-MAG 7 ETF
-0.6%
-$1,240.8 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$1,738.75 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$2,996.77 
DFAI Dimensional International Core Equity Market ETF
-0.55%
-$1,419.4 
VBK Vanguard Small-Cap Growth ETF
-0.54%
-$94,503.55 
DFGR Dimensional Global Real Estate ETF
-0.53%
-$30,085.74 
DFAR Dimensional US Real Estate ETF
-0.53%
-$6,913.76 
VNQ Vanguard Real Estate ETF
-0.53%
-$1,750.5 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$19,575.62 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.52%
-$2,936.87 
VTV Vanguard Value ETF
-0.47%
-$7,085.04 
USRT iShares Core U.S. REIT ETF
-0.47%
-$927.6 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$24,848.28 
IOO iShares Global 100 ETF
-0.44%
-$2,240 
NFG National Fuel Gas Company
-0.43%
-$953.75 
O Realty Income Corporation
-0.4%
-$2,556.8 
IWO iShares Russell 2000 Growth ETF
-0.39%
-$6,322.61 
DFIV Dimensional International Value ETF
-0.37%
-$817 
AVMA Avantis Moderate Allocation ETF
-0.36%
-$4,135.26 
DFAU Dimensional US Core Equity Market ETF
-0.36%
-$1,262.36 
VOO Vanguard S&P 500 ETF
-0.35%
-$1,864.85 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.35%
-$1,736.8 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$954.48 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$31,895.04 
IVV iShares Core S&P 500 ETF
-0.34%
-$26,831.22 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$943.44 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$14,065.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$8,580.6 
IWB iShares Russell 1000 ETF
-0.33%
-$4,547.03 
VB Vanguard Small-Cap ETF
-0.32%
-$44,222.91 
AVGV Avantis All Equity Markets Value ETF
-0.32%
-$1,140.42 
IWV ISHARES RUSSELL 3000 ETF
-0.31%
-$2,067.97 
JPIN JPMorgan Diversified Return International Equity ETF
-0.31%
-$1,759.76 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$848.4 
CGGR Capital Group Growth ETF
-0.31%
-$24,797.47 
SCHX Schwab U.S. Large-Cap ETF
-0.3%
-$650.25 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.29%
-$32,251.8 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$22,474.9 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$670.87 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.23%
-$1,001.25 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.2%
-$12,240.81 
VUG Vanguard Growth ETF
-0.19%
-$1,040.89 
IWM iShares Russell 2000 ETF
-0.19%
-$1,566.9 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$399.84 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$7,165.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$4,698.56 
SHYM iShares High Yield Bond ETF
-0.12%
-$343.9 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$444.78 
BNDX Vanguard Total International Bond ETF
-0.09%
-$11,592.04 
ESGV Vanguard ESG U.S. Stock ETF
-0.08%
-$204.6 
JSCP JPMorgan Short Duration Core Plus ETF
-0.07%
-$327.74 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$1,217.53 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$164.28 
VTWV Vanguard Russell 2000 Value Index Fund
-0.04%
-$175.19 
BALT Inn Defined Wealth Shield Mutual Fund
-0.04%
-$122.56 
IWN iShares Russell 2000 Value ETF
-0.04%
-$893.79 
IWD iShares Russell 1000 Value ETF
-0.03%
-$431.92 
MTBA Simplify MBS ETF
-0.03%
-$74.62 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$356.36 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$34.03 
JPLD JPMorgan Limited Duration ETF
-0.01%
-$64.95 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$868.5 Events
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Dividends
Dividend Analysis
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| Trades 984 | Longs Won 718/984 72% | Profit Factor 10.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $192,054.96 |
| Average Win $70,185.06 | Best Trade (Aug 17) $3.37M | Sharpe Ratio -0.4 |
| Average Loss -$18,129.23 | Worst Trade (Sep 14) -$595,645.97 | Z-Score 1.56 (88.17%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $46,311.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 2,710 | $253,222 | $204,306.9 | - | -$48,915.1 | -19.32% | -5.52% |
| AAPL Apple Inc. | 10,303 | $2.62M | $3.44M | - | $815,982.82 | 31.1% | +0.47% |
| ABBV AbbVie Inc. | 1,647 | $381,346.56 | $430,781.08 | - | $49,434.52 | 12.96% | +1.725% |
| AGG iShares Core U.S. Aggregate Bond ETF | 17,818 | $1.79M | $1.71M | - | -$76,252.78 | -4.27% | -0.021% |
| AGYS Agilysys Inc. | 3,425 | $360,481 | $372,676.99 | - | $12,195.99 | 3.38% | +4.135% |
| AMZN Amazon.com Inc | 1,670 | $366,681.88 | $423,653.95 | - | $56,972.07 | 15.54% | -1.205% |
| ASML ASML Holding N.V. New York Registry Shares | 224 | $216,852 | $353,400.32 | - | $136,548.32 | 62.97% | -7.102% |
| AVDE Avantis International Equity ETF | 13,670 | $1.16M | $1.26M | - | $102,027.59 | 8.8% | -0.721% |
| AVDV Avantis International Small Cap Value ETF | 1,999 | $206,042 | $221,429.23 | - | $15,387.23 | 7.47% | -0.753% |
| AVEM Avantis Emerging Markets Equity ETF | 5,910 | $488,962.28 | $551,905.35 | - | $62,943.07 | 12.87% | -2.061% |
| AVGE FRCL 3 2022Q3 Hb Float | 8,944 | $764,027.29 | $894,265.84 | - | $130,238.55 | 17.05% | -0.656% |
| AVGV Avantis All Equity Markets Value ETF | 4,147 | $291,767.58 | $361,224.43 | - | $69,456.85 | 23.81% | -0.315% |
| AVLV Avantis U.S. Large Cap Value ETF | 44,786 | $3.32M | $4.18M | - | $858,715.12 | 25.84% | -0.171% |
| AVMA Avantis Moderate Allocation ETF | 15,652 | $949,877.51 | $1.14M | - | $189,588.09 | 19.96% | -0.362% |
| AVUV Avantis U.S. Small Cap Value ETF | 64,214 | $6.57M | $7.97M | - | $1.4M | 21.37% | -0.281% |
| BALT Inn Defined Wealth Shield Mutual Fund | 8,171 | $274,056.99 | $283,983.1 | - | $9,926.11 | 3.62% | -0.043% |
| BBHY JPMorgan BetaBuilders U.S. High Yield Fund | 135,858 | $6.35M | $6.13M | - | -$222,876.39 | -3.51% | -0.199% |
| BND Vanguard Total Bond Market Index Fund | 3,403 | $252,834.69 | $242,327.63 | - | -$10,507.06 | -4.16% | -0.014% |
| BNDX Vanguard Total International Bond ETF | 289,801 | $14.27M | $13.61M | - | -$662,266.24 | -4.64% | -0.085% |
| BRK-A Berkshire Hathaway Inc. | 4 | $3.02M | $3.09M | - | $73,623.76 | 2.44% | +0.862% |
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FAQ
Which stocks have generated the highest profits for Jacqueline Washburn?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Small-Cap Growth ETF - $2.64M, Dimensional Emerging Core Equity Market ETF - $2.49M, Capital Group Growth ETF - $2.27M, Capital Group International Focus Equity ETF - $1.99M, and Vanguard Small-Cap ETF - $1.86M. 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: iShares Core S&P Small-Cap ETF - $104,620.01, Berkshire Hathaway Inc - $82,170, Tesla, Inc - $74,799.28, Danaher Corporation - $62,748.56, and The Home Depot, Inc - $39,993.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jacqueline Washburn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.78M earned over time. The largest contributors to dividend income include Vanguard Total International Bond ETF - $1.24M, Vanguard Short-Term Bond ETF - $943,531.86, Capital Group International Focus Equity ETF - $781,486.71, JPMorgan Active Bond ETF - $779,963.27, and Hartford Multifactor Developed Markets (ex-US) ETF - $691,245.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jacqueline Washburn's monthly returns?
Jacqueline Washburn'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 Jacqueline Washburn's strategy be considered aggressive or moderate?
Jacqueline Washburn'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 Jacqueline Washburn's strategy?
Jacqueline Washburn's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
