SB
Scott Blaesing Portfolio
Invests via Cascade Wealth Advisors, Inc | Managed by Scott T. Blaesing, Brad T. VanderVelde, Luke Stauffer Evans
Invests via Cascade Wealth Advisors, Inc
Managed by Scott T. Blaesing, Brad T. VanderVelde, Luke Stauffer Evans
Automatically Tracked
Scott Blaesing Profile
Veteran investor and operator focused on growth-stage software and fintech companies, bringing operating experience in scaling product and GTM functions. Scott Blaesing leverages prior operating roles and investor networks to source middle-market opportunities, emphasize unit economics and customer retention, and support board-level strategy. Active in sector-specialist investments, typically engaging on revenue growth, commercial hiring and go-to-market optimization to drive valuation expansion.
Veteran investor and operator focused on growth-stage software and fintech companies, bringing operating experience in scaling product and GTM functions. Scott Blaesing leverages prior operating roles and investor networks to source middle-market opportunities, emphasize unit economics and customer retention, and support board-level strategy. Active in sector-specialist investments, typically engaging on revenue growth, commercial hiring and go-to-market optimization to drive valuation expansion.
Investment Philosophy & Strategy
Focuses on growth-stage software and fintech businesses, prioritizing capital-efficient scaling and clear unit-economics improvement. Employs an operator-investor lens to underwrite repeatable revenue models, gross retention and scalable go-to-market motion; allocates capital to companies with defensible product-market fit and measurable CAC payback. Engages as an active board partner to drive commercial hiring, product-market expansion and valuation multiple expansion over a 3–7 year growth horizon with disciplined downside protection.
Focuses on growth-stage software and fintech businesses, prioritizing capital-efficient scaling and clear unit-economics improvement. Employs an operator-investor lens to underwrite repeatable revenue models, gross retention and scalable go-to-market motion; allocates capital to companies with defensible product-market fit and measurable CAC payback. Engages as an active board partner to drive commercial hiring, product-market expansion and valuation multiple expansion over a 3–7 year growth horizon with disciplined downside protection.
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:
26.77%
Gain +0.28%
Monthly
0.78%
Yearly
9.78%
Drawdown
14.77%
$243.73M
Equity
Holdings
$243.73M
Investment
$221.7M
$35.33M
Profit +$478,046.46
Realized
$13.3M
Unrealized
$22.04M
Dividends
$20.22M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$478,046.46
Win %
71%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$1.79M
Win %
71%
This Month
Compared to last month
Gain
0.4%
Profit
$974,809.04
Win %
71%
This Year
Compared to last year
Gain
-0.52%
Profit
-$1.56M
Win %
73%
VHT Vanguard Health Care ETF
+2.47%
+$22,575.42 
ORCL Oracle Corporation
+2.21%
+$5,765.55 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$4,540.2 
IGV iShares Expanded Tech-Software Sector ETF
+1.2%
+$20,022.09 
USRT iShares Core U.S. REIT ETF
+1.14%
+$18,603.9 
MSFT Microsoft Corp.
+1.1%
+$44,722.77 
IYF iShares U.S. Financials ETF
+1.07%
+$4,803.48 
IYRI Neos Real Estate High Income ETF
+1.03%
+$50,061.58 
DFAT Dimensional US Targeted Value ETF
+0.86%
+$6,233.84 
VIG Vanguard Dividend Appreciation ETF
+0.81%
+$99,483.15 
DFAS Dimensional U.S. Small Cap ETF
+0.77%
+$67,669.95 
VB Vanguard Small-Cap ETF
+0.74%
+$4,462.48 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$13,111 
DIHP Dimensional International High Profitability Portfolio
+0.7%
+$2,761.49 
VTV Vanguard Value ETF
+0.68%
+$33,033 
VYMI Vanguard International High Dividend Yield Index Fund
+0.65%
+$10,457.08 
IWD iShares Russell 1000 Value ETF
+0.6%
+$9,359.01 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.57%
+$64,102.25 
DUHP Dimensional US High Profitability ETF
+0.56%
+$4,463.35 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.53%
+$1,962 
IWMI Neos Russell 2000 High Income ETF
+0.53%
+$31,730.92 
JEPI JPMorgan Equity Premium Income Fund
+0.46%
+$26,514.28 
IWO iShares Russell 2000 Growth ETF
+0.46%
+$2,688.69 
DFUV Dimensional US Marketwide Value ETF
+0.44%
+$25,345.99 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$2,230.17 
IJH iShares Core S&P Mid-Cap ETF
+0.43%
+$43,920.8 
DFAI Dimensional International Core Equity Market ETF
+0.41%
+$20,918.5 
COST Costco Wholesale Corporation
+0.41%
+$2,514.72 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.37%
+$2,839.2 
NIHI NEOS MSCI EAFE High Income ETF
+0.37%
+$30,506.13 
VYM Vanguard High Dividend Yield ETF
+0.34%
+$7,477.41 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.32%
+$8,797.58 
VBK Vanguard Small-Cap Growth ETF
+0.27%
+$4,357.39 
AAPL Apple Inc.
+0.25%
+$2,469.09 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.21%
+$15,621.87 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.18%
+$27,244.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.14%
+$290.1 
DFAU Dimensional US Core Equity Market ETF
+0.14%
+$1,495.65 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.14%
+$409.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.13%
+$3,103.51 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$17,562.28 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$4,299.16 
SPYI NEOS S&P 500 High Income ETF
+0.03%
+$5,027.88 
CLOA iShares AAA CLO ETF
+0.01%
+$1,418.22 
VOO Vanguard S&P 500 ETF
+0.01%
+$24.01 
MRVL Marvell Technology, Inc.
-3.97%
-$9,740 
ETN Eaton Corporation plc
-2.2%
-$7,189.99 
NVDA NVIDIA Corporation
-1.78%
-$17,091.57 
DFAE Dimensional Emerging Core Equity Market ETF
-1.26%
-$8,100.96 
PANW Palo Alto Networks, Inc.
-1.02%
-$4,300.81 
RYT Invesco S&P 500 Equal Weight ETF
-0.83%
-$71,209.26 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$11,964.5 
QQQI Neos NASDAQ-100 High Income ETF
-0.62%
-$65,724.38 
IWF iShares Russell 1000 Growth ETF
-0.59%
-$12,494.68 
VONG Vanguard Russell 1000 Growth Fund
-0.54%
-$50,580.4 
JPM JPMorgan Chase & Co.
-0.53%
-$2,090.72 
VUG Vanguard Growth ETF
-0.5%
-$31,398.3 
XSMO Invesco S&P SmallCap Momentum ETF
-0.35%
-$1,001.56 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.33%
-$1,074.54 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.29%
-$2,310.32 
AMZN Amazon.com Inc
-0.22%
-$566.5 Events
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Dividends
Dividend Analysis
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| Trades 420 | Longs Won 325/420 77% | Profit Factor 13.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $372,004.78 |
| Average Win $117,511.51 | Best Trade (Jun 30) $4.61M | Sharpe Ratio -13.13 |
| Average Loss -$30,096.85 | Worst Trade (Oct 14) -$307,244.88 | Z-Score 7.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 1d | Expectancy $84,123.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,838 | $585,458.11 | $975,789.54 | - | $390,331.43 | 66.67% | +0.254% |
| AMZN Amazon.com Inc | 1,030 | $229,777.15 | $261,135.9 | - | $31,358.75 | 13.65% | -0.216% |
| BRK-B Berkshire Hathaway Inc. | 976 | $451,604.08 | $515,947.77 | - | $64,343.69 | 14.25% | +0.434% |
| CLOA iShares AAA CLO ETF | 283,645 | $14.66M | $14.7M | - | $48,024.01 | 0.33% | +0.01% |
| COST Costco Wholesale Corporation | 624 | $507,290.58 | $615,282.72 | - | $107,992.14 | 21.29% | +0.41% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 60,673 | $2.24M | $2.73M | - | $492,204.38 | 21.97% | +0.323% |
| DFAE Dimensional Emerging Core Equity Market ETF | 16,877 | $502,369.24 | $636,094.13 | - | $133,724.89 | 26.62% | -1.258% |
| DFAI Dimensional International Core Equity Market ETF | 123,050 | $4.63M | $5.09M | - | $457,742.24 | 9.88% | +0.413% |
| DFAS Dimensional U.S. Small Cap ETF | 113,731 | $7.41M | $8.85M | - | $1.44M | 19.49% | +0.77% |
| DFAT Dimensional US Targeted Value ETF | 10,748 | $586,775.56 | $728,284.48 | - | $141,508.92 | 24.12% | +0.863% |
| DFAU Dimensional US Core Equity Market ETF | 19,942 | $870,464.05 | $1.06M | - | $185,165.72 | 21.27% | +0.142% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 22,003 | $668,660.73 | $802,559.42 | - | $133,898.69 | 20.02% | -0.287% |
| DFUV Dimensional US Marketwide Value ETF | 103,453 | $4.51M | $5.79M | - | $1.28M | 28.37% | +0.439% |
| DIHP Dimensional International High Profitability Portfolio | 11,751 | $346,127.51 | $399,475.24 | - | $53,347.73 | 15.41% | +0.696% |
| DIVI Franklin International Core Dividend Tilt Index ETF | 8,720 | $324,905.66 | $369,684.4 | - | $44,778.74 | 13.78% | +0.534% |
| DUHP Dimensional US High Profitability ETF | 18,993 | $690,201.65 | $809,196.76 | - | $118,995.11 | 17.24% | +0.555% |
| ETN Eaton Corporation plc | 798 | $254,163 | $319,072.32 | - | $64,909.32 | 25.54% | -2.204% |
| FLOT iShares Floating Rate Bond ETF | 286,611 | $14.6M | $14.61M | - | $4,274.53 | 0.03% | +0.029% |
| IGV iShares Expanded Tech-Software Sector ETF | 15,521 | $1.28M | $1.69M | - | $408,024.62 | 31.81% | +1.198% |
| IJH iShares Core S&P Mid-Cap ETF | 141,680 | $9.18M | $10.28M | - | $1.1M | 11.97% | +0.429% |
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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 Scott Blaesing?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $7.41M, NEOS S&P 500 High Income ETF - $3.97M, iShares 0-5 Year High Yield Corporate Bond ETF - $2.26M, JPMorgan Equity Premium Income Fund - $2.24M, and Neos NASDAQ-100 High Income ETF - $2.18M. 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: Vanguard Health Care ETF - $42,576.92, Invesco S&P 500 Equal Weight Health Care ETF - $38,697.3, Danaher Corporation - $11,366.81, Palo Alto Networks, Inc - $10,787.8, and Chevron Corporation - $10,363.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Blaesing's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.22M earned over time. The largest contributors to dividend income include NEOS S&P 500 High Income ETF - $3.78M, iShares 0-5 Year High Yield Corporate Bond ETF - $2.21M, JPMorgan Equity Premium Income Fund - $1.94M, Neos NASDAQ-100 High Income ETF - $1.85M, and iShares Floating Rate Bond ETF - $1.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Blaesing's monthly returns?
Scott Blaesing's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Scott Blaesing's strategy be considered aggressive or moderate?
Scott Blaesing'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 Scott Blaesing's strategy?
Scott Blaesing'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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