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:
23.3%
Gain -0.48%
Monthly
1.5%
Yearly
19.61%
Drawdown
7.34%
$1.19B
Equity
Holdings
$1.19B
Investment
$1.07B
$144.2M
Profit -$4.33M
Realized
$21.76M
Unrealized
$122.44M
Dividends
$9.4M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$4.33M
Win %
70%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$4.33M
Win %
70%
This Month
Compared to last month
Gain
1.79%
Profit
$21M
Win %
70%
This Year
Compared to last year
Gain
-0.94%
Profit
-$11.37M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$1.34M 
ETN Eaton Corporation plc
+7.32%
+$25,507.31 
GOOG Alphabet Inc
+6.88%
+$210,611.93 
GOOGL Alphabet Inc
+6.73%
+$300,648.6 
VRT Vertiv Holdings Co
+6.18%
+$13,760.47 
ANET Arista Networks, Inc.
+5.46%
+$15,487.81 
FTNT Fortinet Inc.
+4.99%
+$12,289.2 
META Meta Platforms Inc Class A
+3.28%
+$67,307.73 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$35,554.56 
MSFT Microsoft Corp.
+3.02%
+$208,576.53 
AX Axos Financial Inc.
+2.98%
+$8,098.52 
NVDA NVIDIA Corporation
+2.93%
+$515,299.58 
LDOS Leidos Holdings Inc.
+2.84%
+$17,985.22 
CVX Chevron Corporation
+2.35%
+$23,205.68 
MRVL Marvell Technology, Inc.
+2.32%
+$6,854.34 
GLW Corning Incorporated
+2.24%
+$5,217.66 
WDC Western Digital Corporation
+2.21%
+$13,204.26 
CSCO Cisco Systems, Inc.
+2.14%
+$26,479.71 
JBL Jabil Inc.
+2.12%
+$3,944.12 
ECG Everus Construction Group, Inc.
+2.02%
+$9,571.56 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$9,069.93 
OKE ONEOK, Inc.
+1.95%
+$4,029.84 
ROK Rockwell Automation, Inc.
+1.93%
+$5,160.82 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,393.5 
CRM Salesforce Inc
+1.83%
+$4,908.72 
ORCL Oracle Corporation
+1.81%
+$16,789.08 
HWM Howmet Aerospace Inc.
+1.8%
+$8,386.34 
HCA HCA Healthcare Inc.
+1.72%
+$29,110.76 
J Jacobs Solutions Inc.
+1.64%
+$6,448.41 
KMI Kinder Morgan, Inc.
+1.64%
+$3,454.36 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$13,168.7 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$10,346.82 
VZ Verizon Communications Inc.
+1.52%
+$9,319.1 
LMT Lockheed Martin Corporation
+1.5%
+$10,286.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,948.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,263.36 
NOC Northrop Grumman Corporation
+1.43%
+$4,875.57 
PH Parker-Hannifin Corporation
+1.43%
+$9,027.21 
PWR Quanta Services Inc.
+1.43%
+$21,386.42 
GE General Electric Company
+1.42%
+$5,824.74 
KLAC KLA Corporation
+1.38%
+$3,707.62 
CAH Cardinal Health Inc.
+1.3%
+$3,267.83 
CGUS Capital Group Core Equity ETF
+1.29%
+$15,172.26 
BBHL BBH Select Large Cap ETF
+1.23%
+$3,481.12 
CMCSA Comcast Corp
+1.23%
+$2,549.68 
COP ConocoPhillips
+1.22%
+$4,689.3 
WFC Wells Fargo & Company
+1.19%
+$8,785.26 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,189.56 
AMAT Applied Materials, Inc.
+1.18%
+$16,750.16 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$61,347.06 
ITW Illinois Tool Works Inc.
+1.15%
+$4,121 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$20,198.9 
VUG Vanguard Growth ETF
+1.1%
+$164,026.89 
NOW ServiceNow, Inc.
+1.05%
+$9,180.24 
NBIS Nebius Group N.V.
+1.05%
+$2,795.77 
URI United Rentals, Inc.
+0.99%
+$2,848.84 
OGIG ALPS O’Shares Global Internet Giants ETF
+0.97%
+$2,151.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$16,955.12 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$9,693.84 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$2,233.69 
UNP Union Pacific Corporation
+0.92%
+$5,502.89 
JAVA JPMorgan Active Value ETF
+0.87%
+$8,179.5 
IBM International Business Machines Corporation
+0.86%
+$3,734.01 
DUSA Davis Select U.S. Equity ETF
+0.85%
+$23,168.45 
CION Cion Investment Corporation
+0.85%
+$527.05 
GEV GE Vernova Inc.
+0.85%
+$4,238.1 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$6,911.43 
OAEM OneAscent Emerging Markets ETF
+0.83%
+$4,056.88 
MCD McDonald's Corporation
+0.82%
+$5,434.02 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,671.85 
BIBL Inspire 100 ETF
+0.8%
+$34,734.03 
EMR Emerson Electric Co.
+0.79%
+$1,779.46 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$9,594.42 
TSLA Tesla, Inc.
+0.76%
+$22,174.37 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$166,574.18 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$28,451.21 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,088.41 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$15,211.74 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,378.71 
IDA Idacorp Inc.
+0.71%
+$2,417.96 
CAT Caterpillar Inc.
+0.7%
+$12,780.16 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,092.95 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$12,328.7 
IVV iShares Core S&P 500 ETF
+0.69%
+$47,528.96 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$10,671.49 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$3,803.14 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$3,077.97 
PLTR Palantir Technologies Inc.
+0.65%
+$3,299.19 
CGGR Capital Group Growth ETF
+0.65%
+$6,625.34 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,644.56 
IWB iShares Russell 1000 ETF
+0.64%
+$4,636.28 
CGDV Capital Group Dividend Value ETF
+0.63%
+$18,685.87 
GLRY Inspire Faithward Mid Cap Momentum ETF
+0.63%
+$2,885.47 
SYY Sysco Corporation
+0.63%
+$4,764.17 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$12,720.96 
DWLD Davis Select Worldwide ETF
+0.61%
+$2,158.22 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,408.84 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,673.85 
MO Altria Group, Inc.
+0.57%
+$1,191.45 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$2,563.92 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$1,290.76 
APH Amphenol Corporation
+0.55%
+$1,574.3 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$7,221.31 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$42,675.36 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,331.94 
RNST Renasant Corporation
+0.53%
+$3,911.61 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$30,168.94 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$1,254.6 
STX Seagate Technology Holdings plc
+0.52%
+$2,407.46 
GM General Motors Company
+0.52%
+$1,548.36 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.52%
+$3,871.82 
PSX Phillips 66
+0.51%
+$2,156.72 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+0.5%
+$5,311.17 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,225.29 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+0.47%
+$663,308.25 
MISL First Trust Indxx Aerospace & Defense ETF
+0.47%
+$3,493.18 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,345.59 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.46%
+$1,663.6 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$884.79 
GDEC FT VEST US Equity Moderate B Fund
+0.46%
+$10,018.62 
IYW iShares U.S. Technology ETF
+0.46%
+$7,873.08 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$9,765.99 
IWD iShares Russell 1000 Value ETF
+0.44%
+$88,710.09 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$1,021.44 
CSX CSX Corporation
+0.42%
+$1,344.21 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$6,634.95 
PFE Pfizer Inc.
+0.4%
+$1,162.5 
RTX RTX Corporation
+0.39%
+$2,716.56 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$4,480.64 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$4,631.34 
AVGO Broadcom Inc.
+0.37%
+$7,302.24 
PG Procter & Gamble Co
+0.37%
+$4,579.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,902.46 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$15,938.56 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$62,800.95 
BAC Bank of America Corporation
+0.36%
+$1,754.72 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,955.2 
GD General Dynamics Corporation
+0.32%
+$2,363.14 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.32%
+$213,944.32 
MRK Merck & Co., Inc.
+0.32%
+$2,369.45 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$2,081.43 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$5,880.29 
JPM JPMorgan Chase & Co.
+0.27%
+$5,398.42 
NRG NRG Energy, Inc.
+0.24%
+$466.87 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,984.08 
SO The Southern Company
+0.21%
+$1,488.8 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$4,799.42 
JNJ Johnson & Johnson
+0.21%
+$3,116.93 
ADI Analog Devices, Inc.
+0.2%
+$552.03 
CMI Cummins Inc.
+0.19%
+$498.99 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$424.1 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$394.41 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$3,633.81 
XIDE FT Vest US Equity Buffer & Protective Fund
+0.18%
+$412.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$29,148 
DFNL Davis Select Financial ETF
+0.18%
+$2,035.35 
USB U.S. Bancorp
+0.17%
+$584.75 
T AT&T Inc.
+0.17%
+$873.36 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$466.55 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$6,206 
MS Morgan Stanley
+0.17%
+$826.2 
TPHD Timothy Plan High Dividend Stock ETF
+0.16%
+$1,008.63 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$716.49 
CB Chubb Limited
+0.15%
+$323.83 
DELL Dell Technologies Inc.
+0.14%
+$344.4 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,341.2 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$802.44 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$8,586.76 
MMM 3M Company
+0.12%
+$811.62 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,962.65 
ISRG Intuitive Surgical, Inc.
+0.1%
+$335.51 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$881.82 
C Citigroup Inc.
+0.1%
+$356.56 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$3,309 
FSK FS KKR Capital Corp.
+0.1%
+$205.82 
AFL Aflac Inc.
+0.09%
+$2,631.36 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$559.8 
WMT Walmart Inc.
+0.09%
+$2,234.54 
ABT Abbott Laboratories
+0.09%
+$220.77 
SOXX iShares Semiconductor ETF
+0.07%
+$147.96 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$709.56 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$74.09 
DIS The Walt Disney Company
+0.03%
+$121.56 
EMXF iShares ESG Aware MSCI EM ETF
+0.03%
+$121.94 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$70.8 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$273.71 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$25.15 
ELCV Eventide High Dividend ETF
+0.01%
+$161.66 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
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 
AAPL Apple Inc.
-7.35%
-$2.4M 
LIN Linde plc
-5.95%
-$29,745.59 
MU Micron Technology, Inc.
-5.9%
-$153,237.66 
SNDK SanDisk Corporation
-5.09%
-$9,378.72 
SHOP Shopify Inc.
-4.29%
-$17,703 
ELVA Electrovaya Inc.
-3.97%
-$7,208 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$11,095.51 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$9,279.4 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$10,944 
QCOM QUALCOMM Incorporated
-2.63%
-$4,556.59 
ABBV AbbVie Inc.
-2.51%
-$20,477.55 
ALGN Align Technology, Inc.
-2.45%
-$6,965.75 
VAW Vanguard Materials ETF
-2.38%
-$12,222.93 
ARKK ARK Innovation ETF Fund
-2.28%
-$4,392.36 
BA Boeing Company
-2.15%
-$17,716.68 
NFLX Netflix, Inc.
-2%
-$6,374.36 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,630.58 
AMD Advanced Micro Devices, Inc.
-1.9%
-$21,806.45 
GIS General Mills, Inc.
-1.84%
-$4,966.71 
UAL United Airlines Holdings, Inc.
-1.8%
-$5,173.6 
UNH UnitedHealth Group Incorporated
-1.68%
-$13,298.69 
SNOW Snowflake Inc.
-1.62%
-$7,119.15 
LRCX Lam Research Corporation
-1.58%
-$7,003.02 
GLD SPDR Gold Shares
-1.49%
-$3,062.89 
NVS Novartis AG Sponsored ADR
-1.45%
-$5,237.25 
BKH Black Hills Corporation
-1.41%
-$5,146.92 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$11,377.05 
DAL Delta Air Lines, Inc.
-1.3%
-$3,494.85 
F Ford Motor Company
-1.21%
-$1,992.24 
TJX The TJX Companies, Inc.
-1.21%
-$3,868.78 
SHW The Sherwin-Williams Company
-1.16%
-$3,762.56 
NEE NextEra Energy, Inc.
-1.15%
-$6,422.59 
DE Deere & Company
-1.13%
-$7,418.79 
RCL Royal Caribbean Group
-1.13%
-$2,526.17 
PKG Packaging Corporation of America
-1.12%
-$5,931.54 
PJP Invesco Pharmaceuticals ETF
-1.1%
-$5,485.05 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$2,453.1 
TXN Texas Instruments Inc
-1.08%
-$5,357.52 
LOW Lowe's Companies Inc.
-1.08%
-$13,395.28 
PLD Prologis Inc.
-1.08%
-$2,521.68 
MCK McKesson Corporation
-1.08%
-$3,103.56 
INTC Intel Corporation
-1.02%
-$9,533.43 
KO The Coca-Cola Company
-1.02%
-$9,359.1 
UPS United Parcel Service, Inc.
-1%
-$18,764.55 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$1,953.3 
XOM Exxon Mobil Corporation
-0.97%
-$23,924.61 
FN Fabrinet
-0.89%
-$1,740.48 
TPIF Timothy Plan International ETF
-0.89%
-$18,762.56 
O Realty Income Corporation
-0.87%
-$2,740.08 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$6,655.79 
GILD Gilead Sciences Inc.
-0.81%
-$3,353.35 
D Dominion Energy, Inc.
-0.8%
-$2,852.64 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$10,110.89 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$54,154.32 
CVS CVS Health Corporation
-0.75%
-$2,914.31 
SPGI S&P Global Inc.
-0.74%
-$6,870.68 
MA Mastercard Incorporated
-0.74%
-$4,071.5 
INTF iShares International Equity Factor ETF
-0.73%
-$3,997.14 
GSK GSK plc Sponsored ADR
-0.73%
-$1,896.96 
BLK BlackRock, Inc.
-0.73%
-$2,569.56 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$16,973.22 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,269.15 
GAB Gabelli Equity Trust Inc.
-0.71%
-$453.92 
MAR Marriott International Inc. - Class A
-0.71%
-$1,613.86 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$2,112.3 
IYH iShares U.S. Healthcare ETF
-0.7%
-$2,819.04 
EVTR Eaton Vance Total Return Fund
-0.7%
-$3,911.95 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$3,696 
R Ryder System Inc.
-0.68%
-$2,796.5 
DUK Duke Energy Corporation
-0.67%
-$2,182.32 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$7,511.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$33,251.28 
CGCB Capital Group Core Bond ETF
-0.66%
-$1,434.46 
WPC W. P. Carey Inc.
-0.65%
-$6,864.99 
AMGN Amgen Inc.
-0.64%
-$5,279.94 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$12,930.94 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$5,297.67 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$55,787.2 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$5,457.32 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,073.83 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$1,652.54 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$13,116.72 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$1,545.01 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,324.52 
PM Philip Morris International Inc.
-0.61%
-$2,866.2 
ECL Ecolab Inc.
-0.61%
-$1,781.82 
AXTA Axalta Coating Systems Ltd.
-0.61%
-$1,441.87 
PTRB PGIM Total Return Bond ETF
-0.61%
-$3,657.25 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,274.58 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$1,371.99 
SBUX Starbucks Corporation
-0.57%
-$2,069.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$4,728.24 
COF Capital One Financial Corporation
-0.54%
-$1,830.61 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$3,241.8 
LLY Eli Lilly and Company
-0.53%
-$13,620.86 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,178.63 
DFAR Dimensional US Real Estate ETF
-0.52%
-$26,274.5 
FTCS First Trust Capital Strength ETF
-0.51%
-$49,892.79 
WELL Welltower Inc.
-0.51%
-$1,098.37 
ALL Allstate Corporation
-0.49%
-$2,017.62 
IWM iShares Russell 2000 ETF
-0.47%
-$1,873.71 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$122,067.6 
FIVA Fidelity International Value Factor ETF
-0.46%
-$39,747.5 
PEP PepsiCo, Inc.
-0.46%
-$2,369.92 
VGK Vanguard FTSE Europe ETF
-0.44%
-$978.4 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,746.31 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$838 
FIGB Fidelity Investment Grade Bond ETF
-0.43%
-$2,664.37 
HD The Home Depot, Inc.
-0.42%
-$3,935.15 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$1,572.2 
FSCO FS Credit Opportunities Corp.
-0.4%
-$1,648.12 
AXP American Express Company
-0.38%
-$1,432.55 
FDX FedEx Corporation
-0.37%
-$1,077.55 
MDT Medtronic plc
-0.37%
-$878.4 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$11,557.51 
FENI Fidelity Enhanced International ETF
-0.37%
-$1,575.45 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$12,044.97 
JDVI John Hancock Disciplined Value International Select ETF
-0.35%
-$773.81 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$35,893.48 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$5,220.6 
TFC Truist Financial Corporation
-0.33%
-$768.22 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$2,171.4 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$28,908.02 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$28,780.88 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$7,601.05 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$2,871.6 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$18,714 
SDY SPDR S&P Dividend ETF
-0.28%
-$819.28 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,028.89 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$8,861.54 
FBND Fidelity Total Bond ETF
-0.27%
-$2,877.48 
VTV Vanguard Value ETF
-0.27%
-$15,835.33 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$769.74 
DUHP Dimensional US High Profitability ETF
-0.27%
-$36,581.82 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,946.25 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,219.96 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$9,588.6 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$956.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,855 
BX Blackstone Inc.
-0.25%
-$800.34 
IWN iShares Russell 2000 Value ETF
-0.25%
-$11,299.34 
A Agilent Technologies Inc.
-0.24%
-$561.36 
COST Costco Wholesale Corporation
-0.24%
-$4,030.99 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$889.57 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$1,034.73 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,714.04 
AHR American Healthcare REIT, Inc.
-0.23%
-$3,656.38 
BNDX Vanguard Total International Bond ETF
-0.23%
-$478.06 
VB Vanguard Small-Cap ETF
-0.22%
-$1,815.6 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$623.25 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,354.56 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,791.53 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$453.75 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,325.79 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,552.6 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$464.36 
PFM Invesco Dividend Achievers ETF
-0.21%
-$854.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,932.48 
IXN iShares Global Tech ETF
-0.21%
-$1,861.57 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,139.84 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$2,070.7 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$12,038.13 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$3,956.71 
IBD Inspire Corporate Bond ETF
-0.17%
-$2,425.36 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$590.13 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$710.49 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$882.92 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.15%
-$575.94 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$277.97 
MUB iShares National Muni Bond ETF
-0.11%
-$1,622.16 
CFG Citizens Financial Group, Inc.
-0.11%
-$230.8 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$251.19 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$440.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$594.75 
HYD VanEck High Yield Muni ETF
-0.1%
-$513.15 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$429.3 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$2,509.35 
JPIE JPMorgan Income ETF
-0.09%
-$727.28 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$2,613.92 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$176.8 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$163 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,631.52 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$176.9 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$2,343.76 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$230.28 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.06%
-$90,994.59 
VO Vanguard Mid-Cap ETF
-0.05%
-$433.48 
HOOD Robinhood Markets, Inc.
-0.05%
-$83.92 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.04%
-$163.32 
V Visa Inc. Class A
-0.04%
-$397.99 
XEL Xcel Energy Inc.
-0.04%
-$119.25 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$109.78 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$410.98 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
-0.02%
-$118.17 
UBER Uber Technologies, Inc.
-0.01%
-$29.82 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$355.07 Events
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Dividends
Dividend Analysis
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| Trades 1446 | Longs Won 968/1446 66% | Profit Factor 5.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $752,854.49 |
| Average Win $175,874.49 | Best Trade (Aug 17) $21.86M | Sharpe Ratio -9.53 |
| Average Loss -$60,772.54 | Worst Trade (Dec 30) -$4.65M | Z-Score 11.44 (100%) |
| Commissions $0 | Avg. Trade Length 4m 2w 6d | Expectancy $99,720.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,651 | $219,302 | $228,448.87 | - | $9,146.87 | 4.17% | -0.245% |
| AAPL Apple Inc. | 97,815 | $22.47M | $30.22M | - | $7.74M | 34.46% | -7.354% |
| ABBV AbbVie Inc. | 3,165 | $717,773.99 | $794,225.1 | - | $76,451.11 | 10.65% | -2.513% |
| ABT Abbott Laboratories | 2,453 | $293,939.83 | $259,282.1 | - | -$34,657.73 | -11.79% | +0.085% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 21,465 | $446,257 | $444,110.85 | - | -$2,146.15 | -0.48% | -0.097% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 19,198 | $394,327 | $392,983.06 | - | -$1,343.94 | -0.34% | -0.146% |
| ADI Analog Devices, Inc. | 746 | $296,360 | $274,087.86 | - | -$22,272.14 | -7.52% | +0.202% |
| AFL Aflac Inc. | 21,928 | $2.41M | $2.8M | - | $382,407.26 | 15.85% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 15,420 | $1.54M | $1.5M | - | -$34,758.5 | -2.26% | -0.256% |
| AHR American Healthcare REIT, Inc. | 28,126 | $1.33M | $1.56M | - | $231,292 | 17.36% | -0.233% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 7,196 | $763,865.78 | $842,291.82 | - | $78,426.04 | 10.27% | +1.588% |
| ALGN Align Technology, Inc. | 1,639 | $219,349.68 | $277,253.24 | - | $57,903.56 | 26.4% | -2.451% |
| ALL Allstate Corporation | 1,552 | $323,859.84 | $409,852.14 | - | $85,992.3 | 26.55% | -0.49% |
| AMAT Applied Materials, Inc. | 2,839 | $740,433.56 | $1.44M | - | $700,841.6 | 94.65% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,360 | $576,185.61 | $1.12M | - | $547,528.37 | 95.03% | -1.904% |
| AMGN Amgen Inc. | 2,129 | $652,135.82 | $820,005.64 | - | $167,869.82 | 25.74% | -0.64% |
| AMZN Amazon.com Inc | 37,083 | $7.99M | $10.07M | - | $2.08M | 25.99% | +15.321% |
| ANET Arista Networks, Inc. | 1,660 | $203,815.1 | $299,381.02 | - | $95,565.92 | 46.89% | +5.456% |
| APH Amphenol Corporation | 3,578 | $226,040.15 | $287,492.3 | - | $61,452.15 | 27.19% | +0.551% |
| APP AppLovin Corporation Class A Common Stock | 581 | $231,238 | $230,017.89 | - | -$1,220.11 | -0.53% | -1.973% |
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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 - $4.01M, Schwab U.S. Dividend Equity ETF - $1.92M, SEI Enhanced U.S. Large Cap Value Fund - $1.72M, NVIDIA Corporation - $1.66M, and Invesco S&P 500 Quality ETF - $1.39M. 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 - $648,342.74, 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 $9.4M 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 - $529,056.71, SEI Enhanced U.S. Large Cap Momentum Fund - $430,720.59, SEI Enhanced US Large Cap Quality Mutual Fund - $302,897.33, and iShares TIPS Bond ETF - $278,720.21. 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.
