Sarah H. Schmidt Portfolio
Invests via Summit Wealth Group LLC / CO | Managed by Sarah H. Schmidt
Invests via Summit Wealth Group LLC / CO
Managed by Sarah H. Schmidt
Automatically Tracked
Senior investor and operating executive focused on growth-stage technology and healthcare companies, with expertise in go-to-market strategy, corporate development and board-level governance.
Sarah H. Schmidt brings extensive experience leading cross-functional teams at venture-backed startups and in corporate M&A, advising founders on scaling revenue and capital strategies. Known for sector-driven deal sourcing, portfolio value creation and hands-on operational support to management teams.
Senior investor and operating executive focused on growth-stage technology and healthcare companies, with expertise in go-to-market strategy, corporate development and board-level governance.
Sarah H. Schmidt brings extensive experience leading cross-functional teams at venture-backed startups and in corporate M&A, advising founders on scaling revenue and capital strategies. Known for sector-driven deal sourcing, portfolio value creation and hands-on operational support to management teams.
Investment Philosophy & Strategy
Growth-oriented investor leveraging operating leadership to back revenue-stage technology and healthcare companies, prioritizing deal flow from sector networks and founder-led teams. Focuses on pragmatic go-to-market and corporate development plays, allocating capital to scalable revenue models with clear path to enterprise adoption. Balances active board-level governance and hands-on operational support with measured capital pacing, emphasizing unit economics, customer retention, and exit optionality over headline valuations.
Growth-oriented investor leveraging operating leadership to back revenue-stage technology and healthcare companies, prioritizing deal flow from sector networks and founder-led teams. Focuses on pragmatic go-to-market and corporate development plays, allocating capital to scalable revenue models with clear path to enterprise adoption. Balances active board-level governance and hands-on operational support with measured capital pacing, emphasizing unit economics, customer retention, and exit optionality over headline valuations.
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:
25.26%
Gain -0.81%
Monthly
1.46%
Yearly
18.98%
Drawdown
7.34%
$1.21B
Equity
Holdings
$1.21B
Investment
$1.07B
$155.5M
Profit -$6.91M
Realized
$18.76M
Unrealized
$136.75M
Dividends
$11.15M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$6.91M
Win %
63%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$14.41M
Win %
63%
This Month
Compared to last month
Gain
0.31%
Profit
$3.73M
Win %
63%
This Year
Compared to last year
Gain
-0.01%
Profit
-$94,844
Win %
62%
HONA Honeywell Aerospace Inc.
+3.67%
+$7,894.82 
KMI Kinder Morgan, Inc.
+3.03%
+$6,609.78 
COP ConocoPhillips
+2.89%
+$13,227.06 
NOC Northrop Grumman Corporation
+2.59%
+$8,265.47 
LMT Lockheed Martin Corporation
+2.45%
+$15,531.74 
RTX RTX Corporation
+2.4%
+$14,520.66 
OKE ONEOK, Inc.
+2.33%
+$4,886.76 
PM Philip Morris International Inc.
+2.12%
+$10,298.98 
PEP PepsiCo, Inc.
+2.09%
+$9,924.04 
F Ford Motor Company
+1.99%
+$2,711.66 
CVX Chevron Corporation
+1.91%
+$21,460.12 
TJX The TJX Companies, Inc.
+1.79%
+$5,208.77 
SO The Southern Company
+1.78%
+$11,798.74 
DUK Duke Energy Corporation
+1.7%
+$5,247.96 
CMCSA Comcast Corp
+1.61%
+$3,077.2 
ROK Rockwell Automation, Inc.
+1.6%
+$3,846.44 
XOM Exxon Mobil Corporation
+1.52%
+$41,594.58 
USB U.S. Bancorp
+1.46%
+$4,465.44 
MO Altria Group, Inc.
+1.4%
+$3,146.65 
GD General Dynamics Corporation
+1.38%
+$8,987.68 
KO The Coca-Cola Company
+1.35%
+$12,894.76 
D Dominion Energy, Inc.
+1.32%
+$4,228.02 
PSX Phillips 66
+1.28%
+$7,388.9 
ALL Allstate Corporation
+1.27%
+$4,710.32 
GSK GSK plc Sponsored ADR
+1.25%
+$3,070.08 
COF Capital One Financial Corporation
+1.25%
+$4,025.7 
MRK Merck & Co., Inc.
+1.24%
+$10,431.09 
TFC Truist Financial Corporation
+1.22%
+$2,575.83 
COST Costco Wholesale Corporation
+1.22%
+$21,145.28 
GE General Electric Company
+1.21%
+$4,359.87 
MAR Marriott International Inc. - Class A
+1.15%
+$2,710.06 
JDVI John Hancock Disciplined Value International Select ETF
+1.11%
+$2,437.79 
NEE NextEra Energy, Inc.
+1.09%
+$5,500.53 
LIN Linde plc
+1.09%
+$5,278.71 
HWM Howmet Aerospace Inc.
+1.06%
+$3,932.14 
IDA Idacorp Inc.
+1.02%
+$3,351.6 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.98%
+$13,685.5 
PKG Packaging Corporation of America
+0.98%
+$4,826.02 
CMI Cummins Inc.
+0.97%
+$2,114.53 
XEL Xcel Energy Inc.
+0.96%
+$2,881.87 
PNC The PNC Financial Services Group, Inc.
+0.96%
+$2,389.6 
JPM JPMorgan Chase & Co.
+0.94%
+$18,033.02 
VZ Verizon Communications Inc.
+0.94%
+$5,524.9 
LLY Eli Lilly and Company
+0.93%
+$25,753 
TXN Texas Instruments Inc
+0.89%
+$4,426.13 
O Realty Income Corporation
+0.88%
+$2,397.57 
HD The Home Depot, Inc.
+0.88%
+$7,657.88 
LOW Lowe's Companies Inc.
+0.82%
+$9,441.6 
PG Procter & Gamble Co
+0.79%
+$10,713.58 
TPHD Timothy Plan High Dividend Stock ETF
+0.79%
+$4,827.02 
BKH Black Hills Corporation
+0.78%
+$2,977.14 
VAW Vanguard Materials ETF
+0.78%
+$3,905.49 
NRG NRG Energy, Inc.
+0.77%
+$1,152.61 
BLK BlackRock, Inc.
+0.76%
+$2,746.65 
C Citigroup Inc.
+0.75%
+$2,523.56 
ISRG Intuitive Surgical, Inc.
+0.73%
+$2,898.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.72%
+$119,021 
AAPL Apple Inc.
+0.71%
+$237,690.45 
WFC Wells Fargo & Company
+0.71%
+$5,038.6 
GM General Motors Company
+0.7%
+$1,985.94 
WMT Walmart Inc.
+0.7%
+$18,434.62 
FVD First Trust Value Line Dividend Index Fund
+0.67%
+$43,471.03 
AFL Aflac Inc.
+0.65%
+$16,884.56 
ABBV AbbVie Inc.
+0.65%
+$5,839.46 
JNJ Johnson & Johnson
+0.65%
+$9,644.84 
GEV GE Vernova Inc.
+0.64%
+$3,024.3 
WPC W. P. Carey Inc.
+0.64%
+$5,863.82 
V Visa Inc. Class A
+0.62%
+$7,064.85 
AX Axos Financial Inc.
+0.58%
+$1,409.64 
NVS Novartis AG Sponsored ADR
+0.56%
+$1,943.95 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$10,427.91 
ITW Illinois Tool Works Inc.
+0.53%
+$1,813.24 
CB Chubb Limited
+0.52%
+$1,118.12 
ELCV Eventide High Dividend ETF
+0.5%
+$12,528.5 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.49%
+$1,768.72 
ASML ASML Holding N.V. New York Registry Shares
+0.47%
+$3,970.52 
FTCS First Trust Capital Strength ETF
+0.44%
+$42,555.61 
SDY SPDR S&P Dividend ETF
+0.43%
+$1,247.54 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.43%
+$974.02 
SPGI S&P Global Inc.
+0.43%
+$4,084.35 
T AT&T Inc.
+0.43%
+$2,183.4 
PFE Pfizer Inc.
+0.42%
+$1,453.12 
DFNL Davis Select Financial ETF
+0.41%
+$4,523 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.4%
+$926.12 
PH Parker-Hannifin Corporation
+0.4%
+$2,522.88 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+0.35%
+$3,870.88 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.35%
+$2,752.7 
DFAR Dimensional US Real Estate ETF
+0.34%
+$15,952.37 
BNY BlackRock New York Municipal Income Trust
+0.33%
+$1,361.35 
DIHP Dimensional International High Profitability Portfolio
+0.32%
+$2,728.71 
RCL Royal Caribbean Group
+0.32%
+$617.65 
CGDG Capital Group Dividend Growers ETF
+0.28%
+$1,207.18 
HSBC HSBC Holdings plc Sponsored ADR
+0.26%
+$576.5 
TPIF Timothy Plan International ETF
+0.26%
+$5,242.48 
DIS The Walt Disney Company
+0.25%
+$1,134.56 
EFV iShares MSCI EAFE Value ETF
+0.25%
+$548.2 
FREL Fidelity MSCI Real Estate Index ETF
+0.25%
+$4,832.45 
DON WisdomTree U.S. MidCap Dividend Fund
+0.24%
+$6,775.24 
FIVA Fidelity International Value Factor ETF
+0.22%
+$18,769.44 
VTV Vanguard Value ETF
+0.21%
+$12,346.4 
INTF iShares International Equity Factor ETF
+0.2%
+$1,095.99 
MCK McKesson Corporation
+0.2%
+$654.35 
VNQ Vanguard Real Estate ETF
+0.2%
+$1,576.08 
ADI Analog Devices, Inc.
+0.2%
+$589.34 
AMGN Amgen Inc.
+0.2%
+$1,809.65 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$1,203.2 
DWLD Davis Select Worldwide ETF
+0.16%
+$548.7 
DFAI Dimensional International Core Equity Market ETF
+0.16%
+$3,112.98 
ABT Abbott Laboratories
+0.14%
+$367.95 
VOE Vanguard Mid-Cap Value ETF
+0.14%
+$1,035.55 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.13%
+$268.12 
AXP American Express Company
+0.12%
+$434.28 
MCD McDonald's Corporation
+0.12%
+$716.3 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.12%
+$886.53 
VGK Vanguard FTSE Europe ETF
+0.11%
+$232.37 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.1%
+$2,314.53 
AXTA Axalta Coating Systems Ltd.
+0.09%
+$196.62 
FENI Fidelity Enhanced International ETF
+0.09%
+$366.55 
IEFA iShares Core MSCI EAFE ETF
+0.06%
+$462.5 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$478.6 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
+0.05%
+$191.98 
CAT Caterpillar Inc.
+0.04%
+$698.72 
IUSV iShares Core S&P U.S. Value ETF
+0.04%
+$112.19 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.04%
+$177.62 
BAC Bank of America Corporation
+0.04%
+$159.52 
AHR American Healthcare REIT, Inc.
+0.04%
+$562.57 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$908.98 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$78.71 
PFM Invesco Dividend Achievers ETF
+0.02%
+$70.48 
SCHV Schwab U.S. Large-Cap Value ETF
+0.01%
+$108.12 
EFA iShares MSCI EAFE ETF
+0.01%
+$35.22 
BMY Bristol-Myers Squibb Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
0%
-$0.02 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XIDE FT Vest US Equity Buffer & Protective Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 MFSG
MFSG
0%
$0 ZFEB
ZFEB
0%
$0 
NBIS Nebius Group N.V.
-10.34%
-$27,519.88 
FTNT Fortinet Inc.
-7.72%
-$22,423.8 
SNOW Snowflake Inc.
-7.55%
-$37,353.33 
PANW Palo Alto Networks, Inc.
-7.54%
-$47,184.78 
PLTR Palantir Technologies Inc.
-6.89%
-$56,952.44 
CRWD CrowdStrike Holdings, Inc.
-6.85%
-$105,623.58 
STX Seagate Technology Holdings plc
-5.65%
-$21,099 
NOW ServiceNow, Inc.
-4.9%
-$57,614 
SNDK SanDisk Corporation
-4.67%
-$9,384.48 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.54%
-$23,576.76 
WDC Western Digital Corporation
-4.51%
-$17,982.33 
INTC Intel Corporation
-4.23%
-$41,311.53 
AMD Advanced Micro Devices, Inc.
-3.74%
-$49,677.95 
HOOD Robinhood Markets, Inc.
-3.68%
-$8,035.34 
MU Micron Technology, Inc.
-3.68%
-$101,713.33 
ARKK ARK Innovation ETF Fund
-3.68%
-$8,334.9 
APP AppLovin Corporation Class A Common Stock
-3.57%
-$5,792.57 
FN Fabrinet
-3.57%
-$6,100.56 
ORCL Oracle Corporation
-3.52%
-$34,450.32 
MRVL Marvell Technology, Inc.
-3.41%
-$13,242.07 
ANET Arista Networks, Inc.
-3.37%
-$10,391.6 
LRCX Lam Research Corporation
-3.37%
-$13,924.04 
OGIG ALPS O’Shares Global Internet Giants ETF
-3.22%
-$7,905.15 
GLW Corning Incorporated
-3.11%
-$7,404.6 
AVGO Broadcom Inc.
-3.06%
-$53,422.93 
JBL Jabil Inc.
-3.05%
-$5,297.09 
FSK FS KKR Capital Corp.
-2.94%
-$6,483.33 
UAL United Airlines Holdings, Inc.
-2.85%
-$6,704.8 
AMAT Applied Materials, Inc.
-2.83%
-$34,522.24 
ELVA Electrovaya Inc.
-2.8%
-$3,180 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
-2.79%
-$10,478.18 
DELL Dell Technologies Inc.
-2.78%
-$8,093.4 
META Meta Platforms Inc Class A
-2.78%
-$77,967.36 
RYT Invesco S&P 500 Equal Weight ETF
-2.72%
-$13,385.27 
CION Cion Investment Corporation
-2.71%
-$1,950.09 
KLAC KLA Corporation
-2.68%
-$6,953.64 
NFLX Netflix, Inc.
-2.56%
-$8,120.76 
CRM Salesforce Inc
-2.54%
-$9,313.23 
TSLA Tesla, Inc.
-2.37%
-$80,617.68 
VRT Vertiv Holdings Co
-2.29%
-$4,801.98 
SOXX iShares Semiconductor ETF
-2.28%
-$4,816.92 
RPG Invesco S&P 500 Pure Growth ETF
-2.22%
-$153,335 
XLK State Street Technology Select Sector SPDR ETF
-2.17%
-$14,304.9 
IYW iShares U.S. Technology ETF
-2.11%
-$39,876.3 
MSFT Microsoft Corp.
-2.11%
-$174,043.61 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2.09%
-$5,251.3 
SHOP Shopify Inc.
-2.08%
-$12,483.14 
IXN iShares Global Tech ETF
-2.07%
-$19,478.64 
FTEC Fidelity MSCI Information Technology Index ETF
-2.07%
-$75,783.88 
IWO iShares Russell 2000 Growth ETF
-2.04%
-$136,542.12 
VBK Vanguard Small-Cap Growth ETF
-2.02%
-$65,112.32 
IWP iShares Russell Mid-Cap Growth ETF
-2%
-$180,672.91 
MTUM iShares MSCI USA Momentum Factor ETF
-1.96%
-$42,308.9 
GOOGL Alphabet Inc
-1.86%
-$86,836.2 
CSCO Cisco Systems, Inc.
-1.83%
-$21,957.46 
DAL Delta Air Lines, Inc.
-1.83%
-$4,345.77 
ETN Eaton Corporation plc
-1.82%
-$6,613.33 
GOOG Alphabet Inc
-1.79%
-$56,572.73 
QQQ Invesco QQQ Trust, Series 1
-1.76%
-$50,887.03 
QQQM Invesco NASDAQ 100 ETF
-1.75%
-$33,300.26 
SPCX Space Exploration Technologies Corp. Class A
-1.74%
-$7,474.26 
CMG Chipotle Mexican Grill, Inc.
-1.72%
-$3,747.45 
FBCG Fidelity Blue Chip Growth Fund
-1.68%
-$93,824.64 
CGGR Capital Group Growth ETF
-1.67%
-$18,162.57 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.62%
-$18,020.6 
DE Deere & Company
-1.6%
-$11,357.31 
VOT Vanguard Mid-Cap Growth ETF
-1.6%
-$36,460.11 
UNH UnitedHealth Group Incorporated
-1.58%
-$12,113.66 
IWF iShares Russell 1000 Growth ETF
-1.57%
-$364,947.18 
VONG Vanguard Russell 1000 Growth Fund
-1.54%
-$13,480.71 
BX Blackstone Inc.
-1.52%
-$4,151.66 
VUG Vanguard Growth ETF
-1.5%
-$238,103.55 
APH Amphenol Corporation
-1.48%
-$8,622.98 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.46%
-$2.07M 
PWR Quanta Services Inc.
-1.45%
-$21,226.85 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.45%
-$27,640.6 
AMZN Amazon.com Inc
-1.43%
-$135,352.95 
EMXF iShares ESG Aware MSCI EM ETF
-1.43%
-$6,033.55 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.43%
-$5,522.4 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.42%
-$28,977.29 
FESM Fidelity Enhanced Small Cap ETF
-1.41%
-$2,660.65 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.41%
-$7,547.09 
IWM iShares Russell 2000 ETF
-1.4%
-$5,176.32 
USXF iShares ESG Aware MSCI USA ETF
-1.39%
-$28,240.06 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.38%
-$5,007.47 
FSCO FS Credit Opportunities Corp.
-1.36%
-$5,768.42 
HCA HCA Healthcare Inc.
-1.27%
-$25,514.76 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.24%
-$39,843.92 
AVEM Avantis Emerging Markets Equity ETF
-1.23%
-$10,924.77 
DFAE Dimensional Emerging Core Equity Market ETF
-1.22%
-$26,425.62 
UBER Uber Technologies, Inc.
-1.21%
-$2,564.52 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.21%
-$37,411.73 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.2%
-$4,130.91 
IEMG iShares Core MSCI Emerging Markets ETF
-1.19%
-$47,249.38 
ECG Everus Construction Group, Inc.
-1.19%
-$5,112.52 
FYX First Trust Small Cap Core AlphaDEX Fund
-1.16%
-$2,603.47 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.15%
-$39,632.88 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.14%
-$2,808.96 
CGXU Capital Group International Focus Equity ETF
-1.12%
-$6,663.7 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-1.1%
-$7,641.75 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.1%
-$2,227.62 
TMSL T. Rowe Price Small-Mid Cap ETF
-1.1%
-$6,979.5 
A Agilent Technologies Inc.
-1.07%
-$3,103.88 
VB Vanguard Small-Cap ETF
-1.07%
-$8,473.08 
GAB Gabelli Equity Trust Inc.
-1.06%
-$624.14 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.05%
-$2,518.04 
VWO Vanguard FTSE Emerging Markets ETF
-1.05%
-$18,620.35 
FXH First Trust Health Care AlphaDEX Fund
-1.04%
-$3,297.53 
CGGO Capital Group Global Growth Equity ETF
-1.04%
-$14,191.2 
EMR Emerson Electric Co.
-1.03%
-$2,525.88 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.01%
-$7,303.94 
R Ryder System Inc.
-1%
-$3,827.21 
QCOM QUALCOMM Incorporated
-0.99%
-$2,009.92 
TMO Thermo Fisher Scientific Inc.
-0.96%
-$4,722.76 
BIBL Inspire 100 ETF
-0.91%
-$39,580.73 
FDX FedEx Corporation
-0.89%
-$2,459.62 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.89%
-$5,822.45 
DFAS Dimensional U.S. Small Cap ETF
-0.87%
-$19,218.16 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.86%
-$4,536 
LRGF iShares U.S. Equity Factor ETF
-0.86%
-$19,155.6 
SCHB Schwab U.S. Broad Market ETF
-0.86%
-$5,113.26 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.84%
-$49,607.85 
MISL First Trust Indxx Aerospace & Defense ETF
-0.83%
-$6,025.77 
FMDE Fidelity Enhanced Mid Cap ETF
-0.83%
-$28,540.12 
AZN AstraZeneca PLC American Depositary Shares
-0.83%
-$1,585.61 
GLRY Inspire Faithward Mid Cap Momentum ETF
-0.83%
-$3,467.04 
UPS United Parcel Service, Inc.
-0.82%
-$14,386.16 
IWR iShares Russell Mid-Cap ETF
-0.82%
-$2,987.1 
IWV ISHARES RUSSELL 3000 ETF
-0.8%
-$2,390.71 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.8%
-$13,007.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.79%
-$4,641.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.79%
-$2,241.12 
IYY iShares Dow Jones U.S. ETF
-0.79%
-$3,783.37 
SHW The Sherwin-Williams Company
-0.78%
-$2,489.52 
IWB iShares Russell 1000 ETF
-0.77%
-$5,831.27 
VOO Vanguard S&P 500 ETF
-0.77%
-$9,361.32 
SPY SPDR S&P 500 ETF Trust
-0.76%
-$14,460.88 
IJR iShares Core S&P Small-Cap ETF
-0.76%
-$10,688.08 
CGUS Capital Group Core Equity ETF
-0.75%
-$9,050.17 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.75%
-$1,698.24 
IVV iShares Core S&P 500 ETF
-0.75%
-$53,655.74 
FELC Fidelity Enhanced Large Cap Core ETF
-0.74%
-$9,449.05 
JHMM John Hancock Multifactor Mid Cap ETF
-0.74%
-$19,173.55 
GS The Goldman Sachs Group, Inc.
-0.74%
-$5,152.16 
IBM International Business Machines Corporation
-0.73%
-$3,362.6 
DFAU Dimensional US Core Equity Market ETF
-0.72%
-$58,678.62 
IWN iShares Russell 2000 Value ETF
-0.72%
-$31,228.4 
IJH iShares Core S&P Mid-Cap ETF
-0.72%
-$2,888.03 
ALGN Align Technology, Inc.
-0.72%
-$1,753.73 
MDT Medtronic plc
-0.69%
-$1,811.7 
J Jacobs Solutions Inc.
-0.68%
-$2,869.26 
CFG Citizens Financial Group, Inc.
-0.68%
-$1,240.55 
SYY Sysco Corporation
-0.67%
-$4,943.95 
SPHQ Invesco S&P 500 Quality ETF
-0.66%
-$170,894.64 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.62%
-$27,892.48 
CGDV Capital Group Dividend Value ETF
-0.61%
-$18,083.1 
OAEM OneAscent Emerging Markets ETF
-0.6%
-$3,069.35 
QUAL iShares MSCI USA Quality Factor ETF
-0.57%
-$1,276.87 
DCOR Dimensional US Core Equity 1 ETF
-0.56%
-$6,580.94 
GILD Gilead Sciences Inc.
-0.55%
-$2,726.58 
MMM 3M Company
-0.55%
-$3,517.15 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
-0.54%
-$378,511.92 
IMCB iShares Morningstar Mid-Cap ETF
-0.53%
-$1,989 
MS Morgan Stanley
-0.53%
-$2,203.22 
CSX CSX Corporation
-0.52%
-$1,632.26 
UNP Union Pacific Corporation
-0.51%
-$3,050.28 
NVDA NVIDIA Corporation
-0.49%
-$97,013.37 
VO Vanguard Mid-Cap ETF
-0.49%
-$4,280.61 
BBHL BBH Select Large Cap ETF
-0.49%
-$1,432.42 
ECL Ecolab Inc.
-0.48%
-$1,448.38 
DUHP Dimensional US High Profitability ETF
-0.47%
-$66,512.4 
CAH Cardinal Health Inc.
-0.47%
-$1,302.72 
PJP Invesco Pharmaceuticals ETF
-0.46%
-$2,356.54 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.44%
-$667,293.66 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$7,065.54 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.42%
-$6,867.52 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.42%
-$14,428.95 
BUFR FT Vestladder Buffer ETF-USD I
-0.41%
-$6,856.11 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.39%
-$4,418.7 
USMV iShares MSCI USA Min Vol Factor ETF
-0.39%
-$2,456.9 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.39%
-$934.99 
FIGB Fidelity Investment Grade Bond ETF
-0.37%
-$2,294.31 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.37%
-$920.04 
VEU Vanguard FTSE All-World ex-US ETF
-0.37%
-$3,035.66 
IWS iShares Russell Mid-Cap Value ETF
-0.37%
-$33,761.67 
GLD SPDR Gold Shares
-0.36%
-$752.09 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
-0.35%
-$2,081.37 
RDVI FT Vest Rising Dividend Achievers Fund
-0.34%
-$886.45 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.32%
-$834.24 
RDVY First Trust Rising Dividend Achievers ETF
-0.31%
-$54,139.5 
LDOS Leidos Holdings Inc.
-0.31%
-$2,142.44 
PYLD PIMCO Multisector Bond Active ETF
-0.29%
-$3,106.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.29%
-$2,630.32 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.29%
-$28,834.26 
BNDX Vanguard Total International Bond ETF
-0.29%
-$586.71 
PLD Prologis Inc.
-0.28%
-$574.56 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.28%
-$690.14 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.27%
-$778.8 
HYD VanEck High Yield Muni ETF
-0.27%
-$1,334.19 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.26%
-$2,697.13 
PRF Invesco FTSE RAFI US 1000 ETF
-0.24%
-$572.53 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.24%
-$1,073.25 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.23%
-$857.43 
EVTR Eaton Vance Total Return Fund
-0.21%
-$1,173.59 
PTRB PGIM Total Return Bond ETF
-0.21%
-$1,243.46 
URI United Rentals, Inc.
-0.21%
-$592.28 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.2%
-$3,132.36 
FELV Fidelity Enhanced Large Cap Value ETF
-0.2%
-$2,668.74 
IYH iShares U.S. Healthcare ETF
-0.19%
-$822.22 
CGCB Capital Group Core Bond ETF
-0.18%
-$379.71 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.17%
-$15,142.24 
FBND Fidelity Total Bond ETF
-0.17%
-$1,798.42 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.16%
-$2,515.92 
GDEC FT VEST US Equity Moderate B Fund
-0.16%
-$3,539.18 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$2,313 
IWD iShares Russell 1000 Value ETF
-0.15%
-$31,168.41 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.15%
-$285.25 
SBUX Starbucks Corporation
-0.14%
-$482.86 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.14%
-$1,009.19 
BND Vanguard Total Bond Market Index Fund
-0.14%
-$1,167.23 
GIS General Mills, Inc.
-0.14%
-$333.58 
DFCF Dimensional Core Fixed Income ETF
-0.14%
-$8,577.25 
MUB iShares National Muni Bond ETF
-0.13%
-$1,824.93 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.13%
-$717.4 
FTCB First Trust Core Investment Grade ETF
-0.12%
-$12,819.1 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.12%
-$802.44 
VONV Vanguard Russell 1000 Value Index Fund
-0.12%
-$1,488.64 
PAVE Global X U.S. Infrastructure Development ETF
-0.11%
-$204.18 
RNST Renasant Corporation
-0.1%
-$680.28 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.1%
-$2,451.95 
JCPB JPMorgan Core Plus Bond ETF
-0.1%
-$363.9 
WELL Welltower Inc.
-0.08%
-$166.14 
XLV Health Care Select Sector SPDR Fund
-0.08%
-$177.39 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.07%
-$268.66 
BA Boeing Company
-0.07%
-$521.08 
MA Mastercard Incorporated
-0.07%
-$431.11 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$192.44 
JAVA JPMorgan Active Value ETF
-0.07%
-$642.67 
IBD Inspire Corporate Bond ETF
-0.07%
-$909.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.07%
-$3,183.66 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$137.01 
DFSV Dimensional US Small Cap Value ETF
-0.05%
-$2,318.7 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$137.22 
CVS CVS Health Corporation
-0.04%
-$147.56 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.04%
-$181.62 
DUSA Davis Select U.S. Equity ETF
-0.04%
-$955.4 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$66.3 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$407.88 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$50.3 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$165.34 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.01%
-$37.42 
JPIE JPMorgan Income ETF
-0.01%
-$90.91 
XLI Industrial Select Sector SPDR Fund
-0.01%
-$11.53 Events
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Dividends
Dividend Analysis
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| Trades 1446 | Longs Won 910/1446 62% | Profit Factor 6.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $767,216.2 |
| Average Win $202,366.05 | Best Trade (Oct 16) $18.24M | Sharpe Ratio -9.53 |
| Average Loss -$53,451.84 | Worst Trade (Dec 30) -$4.65M | Z-Score 5.35 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 1d | Expectancy $107,540.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,651 | $219,302 | $286,729.17 | - | $67,427.17 | 30.75% | -1.071% |
| AAPL Apple Inc. | 97,815 | $22.47M | $33.69M | - | $11.22M | 49.93% | +0.711% |
| ABBV AbbVie Inc. | 3,165 | $717,773.99 | $902,800.42 | - | $185,026.43 | 25.78% | +0.651% |
| ABT Abbott Laboratories | 2,453 | $293,939.83 | $257,147.99 | - | -$36,791.84 | -12.52% | +0.143% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 21,465 | $446,257 | $444,540.15 | - | -$1,716.85 | -0.38% | -0.241% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 19,198 | $394,327 | $392,983.06 | - | -$1,343.94 | -0.34% | +0.049% |
| ADI Analog Devices, Inc. | 746 | $296,360 | $301,936.04 | - | $5,576.04 | 1.88% | +0.196% |
| AFL Aflac Inc. | 21,928 | $2.41M | $2.61M | - | $192,510.78 | 7.98% | +0.652% |
| AGG iShares Core U.S. Aggregate Bond ETF | 15,420 | $1.54M | $1.47M | - | -$67,294.7 | -4.38% | -0.157% |
| AHR American Healthcare REIT, Inc. | 28,126 | $1.33M | $1.49M | - | $159,008.18 | 11.93% | +0.038% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 7,196 | $763,865.78 | $715,246.42 | - | -$48,619.36 | -6.36% | -1.011% |
| ALGN Align Technology, Inc. | 1,639 | $219,349.68 | $243,014.53 | - | $23,664.85 | 10.79% | -0.716% |
| ALL Allstate Corporation | 1,552 | $323,859.84 | $376,569.52 | - | $52,709.68 | 16.28% | +1.267% |
| AMAT Applied Materials, Inc. | 2,839 | $740,433.56 | $1.19M | - | $445,842.59 | 60.21% | -2.828% |
| AMD Advanced Micro Devices, Inc. | 2,360 | $576,185.61 | $1.28M | - | $700,999.19 | 121.66% | -3.744% |
| AMGN Amgen Inc. | 2,129 | $652,135.82 | $925,859.52 | - | $273,723.7 | 41.97% | +0.196% |
| AMZN Amazon.com Inc | 37,083 | $7.99M | $9.31M | - | $1.32M | 16.5% | -1.433% |
| ANET Arista Networks, Inc. | 1,660 | $203,815.1 | $297,671.2 | - | $93,856.1 | 46.05% | -3.373% |
| APH Amphenol Corporation | 7,156 | $226,043.73 | $574,519.46 | - | $348,475.73 | 154.16% | -1.479% |
| APP AppLovin Corporation Class A Common Stock | 581 | $231,238 | $156,474.92 | - | -$74,763.08 | -32.33% | -3.57% |
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FAQ
Which stocks have generated the highest profits for Sarah H. Schmidt?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $4.02M, Schwab U.S. Dividend Equity ETF - $2.05M, SEI Enhanced U.S. Large Cap Value Fund - $1.72M, NVIDIA Corporation - $1.68M, and Invesco S&P 500 Quality ETF - $1.44M. 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: Vivakor Inc - $4.65M, Netflix, Inc - $3.56M, ServiceNow, Inc - $975,936.27, Microsoft Corp - $634,407, and PayPal Holdings Inc - $311,154.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sarah H. Schmidt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.15M earned over time. The largest contributors to dividend income include SEI Enhanced U.S. Large Cap Value Fund - $1.14M, Schwab U.S. Dividend Equity ETF - $658,522.41, SEI Enhanced U.S. Large Cap Momentum Fund - $430,720.59, Invesco S&P 500 Quality ETF - $314,717.28, and First Trust Core Investment Grade ETF - $306,473.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sarah H. Schmidt's monthly returns?
Sarah H. Schmidt'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 Sarah H. Schmidt's strategy be considered aggressive or moderate?
Sarah H. Schmidt'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 Sarah H. Schmidt's strategy?
Sarah H. Schmidt'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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