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:
21.95%
Gain -0.02%
Monthly
0.69%
Yearly
8.57%
Drawdown
20.07%
$257.02M
Equity
Holdings
$257.02M
Investment
$233.53M
$44.87M
Profit -$79,928.85
Realized
$21.39M
Unrealized
$23.48M
Dividends
$11.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$79,928.85
Win %
77%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$1.81M
Win %
77%
This Month
Compared to last month
Gain
-1.35%
Profit
-$3.52M
Win %
77%
This Year
Compared to last year
Gain
8.16%
Profit
$19.4M
Win %
75%
CRM Salesforce Inc
+4.29%
+$8,775.93 
AGYS Agilysys Inc.
+3.71%
+$12,090.24 
SYK Stryker Corporation
+3.54%
+$15,476.16 
AAPL Apple Inc.
+3.53%
+$117,564.64 
SAN Banco Santander S.A. Sponsored ADR
+2.5%
+$3,795 
UBCP United Bancorp Inc.
+2.29%
+$12,904.06 
VNQ Vanguard Real Estate ETF
+2.15%
+$6,896.36 
DFAR Dimensional US Real Estate ETF
+2.12%
+$30,000.81 
NFLX Netflix, Inc.
+1.74%
+$5,999.98 
DFGR Dimensional Global Real Estate ETF
+1.62%
+$92,146.56 
JNJ Johnson & Johnson
+1.59%
+$9,399.88 
O Realty Income Corporation
+1.36%
+$9,574.4 
GE General Electric Company
+1.35%
+$5,179.36 
SDY SPDR S&P Dividend ETF
+1.18%
+$13,575 
COST Costco Wholesale Corporation
+0.97%
+$3,220.24 
ABBV AbbVie Inc.
+0.95%
+$4,018.65 
JPM JPMorgan Chase & Co.
+0.95%
+$11,009.06 
DFAT Dimensional US Targeted Value ETF
+0.92%
+$86,791.68 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.9%
+$3,494.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$29,527.23 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$25,470.36 
LLY Eli Lilly and Company
+0.86%
+$18,897.65 
IWD iShares Russell 1000 Value ETF
+0.84%
+$11,122.05 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$19,326.96 
CVS CVS Health Corporation
+0.8%
+$2,550 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.72%
+$27,655 
SCHY Schwab International Dividend Equity ETF
+0.68%
+$1,774.96 
DFLV Dimensional US Large Cap Value ETF
+0.68%
+$38,395.22 
GOOGL Alphabet Inc
+0.65%
+$1,607.19 
DFIV Dimensional International Value ETF
+0.61%
+$1,292 
DFAI Dimensional International Core Equity Market ETF
+0.61%
+$1,536.75 
NSC Norfolk Southern Corporation
+0.6%
+$1,842.04 
JPIN JPMorgan Diversified Return International Equity ETF
+0.59%
+$3,175.9 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$1,629.59 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$1,710 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.59%
+$3,208.7 
VTV Vanguard Value ETF
+0.53%
+$7,904.27 
NFG National Fuel Gas Company
+0.52%
+$1,171.76 
EFA iShares MSCI EAFE ETF
+0.5%
+$2,212.38 
IWR iShares Russell Mid-Cap ETF
+0.47%
+$1,270.92 
PSN Parsons Corporation
+0.46%
+$5,754.24 
AVDE Avantis International Equity ETF
+0.46%
+$4,618.24 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.46%
+$47,214.72 
SCHC Schwab International Small-Cap Equity ETF
+0.44%
+$3,509.12 
DFUV Dimensional US Marketwide Value ETF
+0.43%
+$1,284 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$8,590.08 
AVLV Avantis U.S. Large Cap Value ETF
+0.41%
+$15,889.7 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.41%
+$3,441.69 
IWN iShares Russell 2000 Value ETF
+0.38%
+$8,415.96 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$27,153.45 
VTWV Vanguard Russell 2000 Value Index Fund
+0.33%
+$1,313.27 
AVGV Avantis All Equity Markets Value ETF
+0.28%
+$1,041.12 
GDX VanEck Gold Miners ETF
+0.28%
+$840.01 
KMI Kinder Morgan, Inc.
+0.28%
+$718.38 
SHYM iShares High Yield Bond ETF
+0.25%
+$756.59 
IOO iShares Global 100 ETF
+0.23%
+$1,120 
VB Vanguard Small-Cap ETF
+0.19%
+$27,296.07 
CVX Chevron Corporation
+0.19%
+$1,025.61 
BNDX Vanguard Total International Bond ETF
+0.19%
+$25,628.49 
IJS iShares S&P Small-Cap 600 Value ETF
+0.18%
+$484.8 
JMUB JPMorgan Municipal Bond ETF
+0.16%
+$805.68 
JBND JPMorgan Active Bond ETF
+0.15%
+$27,556.32 
BALT Inn Defined Wealth Shield Mutual Fund
+0.15%
+$370.4 
DFAU Dimensional US Core Equity Market ETF
+0.14%
+$465.08 
AVMA Avantis Moderate Allocation ETF
+0.13%
+$1,473.58 
PHYS Sprott Physical Gold Trust
+0.13%
+$580 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$2,138.76 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.11%
+$543.1 
GLD SPDR Gold Shares
+0.1%
+$256.5 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$4,088.25 
IVV iShares Core S&P 500 ETF
+0.1%
+$7,288.16 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$221.19 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$11,307.94 
VOO Vanguard S&P 500 ETF
+0.08%
+$384.79 
PFF iShares Preferred and Income Securities ETF
+0.07%
+$145.88 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$409.03 
IAGG iShares International Aggregate Bond Fund
+0.06%
+$1,298.61 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$357.72 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.06%
+$3,019.72 
AVGE FRCL 3 2022Q3 Hb Float
+0.05%
+$411.35 
IWB iShares Russell 1000 ETF
+0.05%
+$673.13 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$257.94 
SCHB Schwab U.S. Broad Market ETF
+0.04%
+$90 
XOM Exxon Mobil Corporation
+0.03%
+$122.05 
ESGV Vanguard ESG U.S. Stock ETF
+0.03%
+$74.42 
MSFT Microsoft Corp.
+0.03%
+$104.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$704.05 
VPU Vanguard Utilities ETF
+0.01%
+$52.53 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAON Aaon Inc.
-4.65%
-$13,577.1 
ASML ASML Holding N.V. New York Registry Shares
-2.55%
-$10,283.85 
EEM iShares MSCI Emerging Markets ETF
-1.97%
-$10,130.79 
AVEM Avantis Emerging Markets Equity ETF
-1.84%
-$8,533.7 
DFAE Dimensional Emerging Core Equity Market ETF
-1.68%
-$216,426.24 
GEV GE Vernova Inc.
-1.59%
-$4,520.98 
EWZ iShares MSCI Brazil ETF
-1.22%
-$3,322 
CGXU Capital Group International Focus Equity ETF
-1.07%
-$118,101.24 
TPC Tutor Perini Corporation
-1.01%
-$2,937 
IWO iShares Russell 2000 Growth ETF
-1.01%
-$16,910.89 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$3,863.64 
NVDA NVIDIA Corporation
-0.92%
-$6,756.44 
CGGR Capital Group Growth ETF
-0.87%
-$65,207.61 
VBK Vanguard Small-Cap Growth ETF
-0.82%
-$143,635.68 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$5,880.64 
AMZN Amazon.com Inc
-0.66%
-$2,652.05 
SPEM SPDR Portfolio Emerging Markets ETF
-0.63%
-$1,681.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.6%
-$3,242.31 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$2,554.78 
VSGX Vanguard ESG International Stock ETF
-0.48%
-$1,059.82 
SCHE Schwab Emerging Markets Equity ETF
-0.42%
-$3,366.75 
VUG Vanguard Growth ETF
-0.36%
-$1,749.6 
IWM iShares Russell 2000 ETF
-0.32%
-$2,688.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$2,409 
MTBA Simplify MBS ETF
-0.2%
-$497.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.19%
-$1,397 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.16%
-$492.46 
IFRA iShares U.S. Infrastructure
-0.11%
-$256.9 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.07%
-$3,602.5 
JSCP JPMorgan Short Duration Core Plus ETF
-0.02%
-$94.3 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$528.52 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 898 | Longs Won 648/898 72% | Profit Factor 15.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,244.28 |
| Average Win $73,961.31 | Best Trade (Jul 25) $2.18M | Sharpe Ratio -3.1 |
| Average Loss -$12,255.69 | Worst Trade (Jul 25) -$381,029.81 | Z-Score -1.6 (89.93%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $49,968.26 |
| 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 | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $2.44M, Capital Group Growth ETF - $2.27M, Capital Group International Focus Equity ETF - $1.85M, and Vanguard Small-Cap ETF - $1.83M. 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 Bitcoin Trust - $81,769, Danaher Corporation - $24,148.41, Microsoft Corp - $21,965.6, United States Natural Gas Fund, L.P - $17,600, and Avantis U.S. Small Cap Value ETF - $11,004.04. 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 $11.2M earned over time. The largest contributors to dividend income include Vanguard Total International Bond ETF - $1.17M, Vanguard Short-Term Bond ETF - $847,511.71, Capital Group International Focus Equity ETF - $689,983.33, Hartford Multifactor Developed Markets (ex-US) ETF - $683,489.74, and JPMorgan Active Bond ETF - $669,492.2. 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.
