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:
0.94%
Gain
Monthly
0.07%
Yearly
0.9%
Drawdown
14.39%
$1.06B
Equity
Holdings
$1.06B
Investment
$951.49M
$110.56M
Profit -$3.56M
Realized
$3.85M
Unrealized
$106.71M
Dividends
$8.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.56M
Win %
77%
This Week
Compared To Last Week
Gain
-0.84%
Profit
-$8.95M
Win %
77%
This Month
Compared to last month
Gain
-0.61%
Profit
-$6.5M
Win %
77%
This Year
Compared to last year
Gain
11.47%
Profit
$108.92M
Win %
74%
MU Micron Technology, Inc.
+4.54%
+$95,937.35 
ORCL Oracle Corporation
+2.69%
+$19,172.92 
ALL Allstate Corporation
+2.66%
+$9,799.32 
WDC Western Digital Corporation
+2.6%
+$16,805.25 
GE General Electric Company
+2.48%
+$10,510.5 
CSCO Cisco Systems, Inc.
+2.36%
+$25,576.25 
UNH UnitedHealth Group Incorporated
+2.1%
+$15,868.43 
NOC Northrop Grumman Corporation
+1.96%
+$6,317.21 
GEV GE Vernova Inc.
+1.94%
+$8,904.3 
FN Fabrinet
+1.91%
+$3,547.12 
PANW Palo Alto Networks, Inc.
+1.78%
+$9,034.2 
ETN Eaton Corporation plc
+1.55%
+$4,910.12 
ABT Abbott Laboratories
+1.45%
+$4,498.73 
F Ford Motor Company
+1.45%
+$3,843.95 
XOM Exxon Mobil Corporation
+1.44%
+$31,238.54 
FSCO FS Credit Opportunities Corp.
+1.35%
+$4,108.98 
FTGC First Trust Global Tactical Commodity Strategy Fund
+1.26%
+$2,667.24 
TPHD Timothy Plan High Dividend Stock ETF
+1.26%
+$7,195.24 
CVX Chevron Corporation
+1.18%
+$9,022.86 
PSX Phillips 66
+1.14%
+$4,321.48 
HWM Howmet Aerospace Inc.
+1.14%
+$4,831.11 
ABBV AbbVie Inc.
+1.09%
+$8,003.62 
PM Philip Morris International Inc.
+1.06%
+$3,672.36 
AFL Aflac Inc.
+1.03%
+$28,026.36 
GLD SPDR Gold Shares
+0.98%
+$2,965.87 
JNJ Johnson & Johnson
+0.97%
+$12,610.86 
EPD Enterprise Products Partners L.P.
+0.96%
+$2,469.59 
CAT Caterpillar Inc.
+0.95%
+$14,934.4 
BMY Bristol-Myers Squibb Company
+0.93%
+$1,886.64 
RTX RTX Corporation
+0.88%
+$4,182.89 
AHR American Healthcare REIT, Inc.
+0.87%
+$12,947.76 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.83%
+$1,734.75 
COP ConocoPhillips
+0.81%
+$2,543.45 
CRWD CrowdStrike Holdings, Inc.
+0.8%
+$10,071.6 
LLY Eli Lilly and Company
+0.79%
+$18,819.97 
CMG Chipotle Mexican Grill, Inc.
+0.75%
+$1,754.91 
NVS Novartis AG Sponsored ADR
+0.74%
+$1,887.1 
ECG Everus Construction Group, Inc.
+0.71%
+$3,651.76 
CAH Cardinal Health Inc.
+0.57%
+$1,354.57 
PH Parker-Hannifin Corporation
+0.56%
+$3,523.13 
LMT Lockheed Martin Corporation
+0.56%
+$3,343.05 
MISL First Trust Indxx Aerospace & Defense ETF
+0.54%
+$3,245.76 
SLV iShares Silver Trust
+0.53%
+$884.3 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.52%
+$3,170.96 
MRK Merck & Co., Inc.
+0.47%
+$3,801 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.45%
+$2,050 
PJP Invesco Pharmaceuticals ETF
+0.38%
+$1,948.65 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$6,358.12 
PWR Quanta Services Inc.
+0.38%
+$5,540.92 
MCK McKesson Corporation
+0.37%
+$1,020.08 
BA Boeing Company
+0.36%
+$2,048.67 
MTUM iShares MSCI USA Momentum Factor ETF
+0.24%
+$5,291.27 
WPC W. P. Carey Inc.
+0.23%
+$2,557.82 
CMI Cummins Inc.
+0.19%
+$463.71 
HON Honeywell International Inc.
+0.12%
+$325.75 
DFLV Dimensional US Large Cap Value ETF
+0.11%
+$673.25 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$1,430.13 
OKE ONEOK, Inc.
+0.1%
+$233.46 
PTRB PGIM Total Return Bond ETF
+0.1%
+$359.12 
CGCB Capital Group Core Bond ETF
+0.1%
+$208 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$742.11 
FBND Fidelity Total Bond ETF
+0.08%
+$435.93 
PCAR PACCAR Inc.
+0.08%
+$318.34 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.07%
+$509.11 
JPM JPMorgan Chase & Co.
+0.07%
+$1,219.7 
ASO Academy Sports and Outdoors, Inc.
+0.07%
+$124.59 
IBD Inspire Corporate Bond ETF
+0.06%
+$796.75 
VRT Vertiv Holdings Co
+0.06%
+$154.87 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.06%
+$856.85 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$499.75 
AMD Advanced Micro Devices, Inc.
+0.05%
+$456.48 
UNP Union Pacific Corporation
+0.04%
+$244.62 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$155.12 
DFCF Dimensional Core Fixed Income ETF
+0.04%
+$2,301.89 
JCPB JPMorgan Core Plus Bond ETF
+0.03%
+$121.31 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$82.81 
FTCB First Trust Core Investment Grade ETF
+0.02%
+$2,552.42 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$82.98 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$397.08 
WFC Wells Fargo & Company
+0.02%
+$98.62 
XIDE FT Vest US Equity Buffer & Protective Fund
+0.02%
+$37.51 
VTV Vanguard Value ETF
+0.01%
+$386.28 
FSSL
0%
$0 
GABRT
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
SEEM
0%
$0 
SEIE
0%
$0 
SEIS
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZFEB
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.83%
-$49,958.68 
NFLX Netflix, Inc.
-7.36%
-$25,949.68 
KO The Coca-Cola Company
-3.3%
-$22,010.8 
META Meta Platforms Inc Class A
-2.94%
-$65,148.63 
APP AppLovin Corporation Class A Common Stock
-2.86%
-$9,454.39 
GSK GSK plc Sponsored ADR
-2.68%
-$6,258.55 
HCA HCA Healthcare Inc.
-2.6%
-$44,318.46 
AMAT Applied Materials, Inc.
-2.53%
-$36,756.98 
IBM International Business Machines Corporation
-2.39%
-$8,017.57 
LOW Lowe's Companies Inc.
-2.25%
-$6,825.6 
GOOG Alphabet Inc
-2.2%
-$59,751.3 
GOOGL Alphabet Inc
-2.18%
-$94,406.61 
DAL Delta Air Lines, Inc.
-2.09%
-$7,147.69 
DIS The Walt Disney Company
-1.96%
-$8,480.55 
SHOP Shopify Inc.
-1.94%
-$7,897.5 
MSFT Microsoft Corp.
-1.86%
-$107,429.14 
TMO Thermo Fisher Scientific Inc.
-1.82%
-$7,411.38 
TSLA Tesla, Inc.
-1.8%
-$60,472.06 
V Visa Inc. Class A
-1.74%
-$14,630.4 
ITW Illinois Tool Works Inc.
-1.72%
-$6,026.42 
SBUX Starbucks Corporation
-1.7%
-$6,092.24 
MA Mastercard Incorporated
-1.67%
-$8,270.58 
SPGI S&P Global Inc.
-1.66%
-$16,625.43 
LDOS Leidos Holdings Inc.
-1.66%
-$10,448.69 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.64%
-$4,016.01 
VWO Vanguard FTSE Emerging Markets ETF
-1.62%
-$28,819.03 
SHW The Sherwin-Williams Company
-1.61%
-$4,742.57 
AXP American Express Company
-1.53%
-$5,128.21 
PEP PepsiCo, Inc.
-1.51%
-$7,684.62 
COF Capital One Financial Corporation
-1.48%
-$4,226.45 
TXN Texas Instruments Inc
-1.47%
-$6,490.4 
GS The Goldman Sachs Group, Inc.
-1.46%
-$10,820.25 
ALGN Align Technology, Inc.
-1.45%
-$4,242.4 
HD The Home Depot, Inc.
-1.44%
-$13,376.58 
MCD McDonald's Corporation
-1.44%
-$8,768.4 
BX Blackstone Inc.
-1.43%
-$5,183.28 
FSK FS KKR Capital Corp.
-1.43%
-$1,775.98 
GLW Corning Incorporated
-1.4%
-$3,538.21 
ZTS Zoetis Inc.
-1.36%
-$2,216.55 
GAB Gabelli Equity Trust Inc.
-1.31%
-$851.1 
RNST Renasant Corporation
-1.3%
-$7,514.1 
AX Axos Financial Inc.
-1.3%
-$3,602.5 
PLTR Palantir Technologies Inc.
-1.24%
-$6,825.92 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.21%
-$2,968.56 
C Citigroup Inc.
-1.15%
-$3,217.81 
BBHL BBH Select Large Cap ETF
-1.14%
-$3,529.32 
DWLD Davis Select Worldwide ETF
-1.14%
-$3,980.64 
INTC Intel Corporation
-1.12%
-$9,095.56 
IDA Idacorp Inc.
-1.11%
-$3,450.72 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.11%
-$6,249.47 
NRG NRG Energy, Inc.
-1.1%
-$2,176.68 
BKH Black Hills Corporation
-1.08%
-$4,633 
CRM Salesforce Inc
-1.08%
-$3,214.08 
AMGN Amgen Inc.
-1.06%
-$8,038.23 
CGGR Capital Group Growth ETF
-1.05%
-$11,242.78 
VUG Vanguard Growth ETF
-1.05%
-$144,815.58 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.02%
-$18,182.74 
NVDA NVIDIA Corporation
-1.02%
-$185,572.39 
PLD Prologis Inc.
-1.01%
-$2,417.51 
DFAE Dimensional Emerging Core Equity Market ETF
-0.99%
-$22,530.75 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
-0.96%
-$5,883.01 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.94%
-$20,096.6 
CGXU Capital Group International Focus Equity ETF
-0.94%
-$4,432.99 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$30,996.68 
LRCX Lam Research Corporation
-0.91%
-$3,107.88 
EMXF iShares ESG Aware MSCI EM ETF
-0.9%
-$4,121.72 
COST Costco Wholesale Corporation
-0.9%
-$15,205.59 
ELVA Electrovaya Inc.
-0.89%
-$1,802 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.87%
-$9,830.91 
CMCSA Comcast Corp
-0.87%
-$1,666.14 
FTCS First Trust Capital Strength ETF
-0.87%
-$83,680.8 
DFSV Dimensional US Small Cap Value ETF
-0.87%
-$40,422.96 
IWF iShares Russell 1000 Growth ETF
-0.86%
-$187,397.76 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.86%
-$28,656.9 
GM General Motors Company
-0.86%
-$2,122.01 
IYW iShares U.S. Technology ETF
-0.85%
-$15,713.98 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
-0.83%
-$493,336.6 
J Jacobs Solutions Inc.
-0.82%
-$3,203.51 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.82%
-$4,262.72 
ECL Ecolab Inc.
-0.82%
-$2,278.09 
QQQM Invesco NASDAQ 100 ETF
-0.82%
-$13,075.77 
VONG Vanguard Russell 1000 Growth Fund
-0.81%
-$6,621.56 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$2,398.96 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$24,032.04 
FDX FedEx Corporation
-0.79%
-$2,213.82 
BLK BlackRock, Inc.
-0.78%
-$2,470.59 
IWN iShares Russell 2000 Value ETF
-0.78%
-$34,825 
LIN Linde plc
-0.76%
-$2,870.65 
CSX CSX Corporation
-0.75%
-$2,226.66 
PKG Packaging Corporation of America
-0.75%
-$3,729.37 
IJR iShares Core S&P Small-Cap ETF
-0.74%
-$9,467.74 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.73%
-$2,241.12 
MDT Medtronic plc
-0.73%
-$1,743.38 
PNC The PNC Financial Services Group, Inc.
-0.72%
-$2,038.7 
XEL Xcel Energy Inc.
-0.72%
-$2,179.25 
DEHP Dimensional Emerging Markets High Profitability ETF
-0.71%
-$14,982.3 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.7%
-$5,118.12 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.69%
-$2,939.27 
FXH First Trust Health Care AlphaDEX Fund
-0.69%
-$1,956.5 
FBCG Fidelity Blue Chip Growth Fund
-0.69%
-$22,843.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.69%
-$10,642.75 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.68%
-$11,012.94 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.66%
-$1,402.5 
CGUS Capital Group Core Equity ETF
-0.64%
-$7,793.04 
SCHB Schwab U.S. Broad Market ETF
-0.64%
-$3,699.82 
IWS iShares Russell Mid-Cap Value ETF
-0.63%
-$53,775.41 
DFAS Dimensional U.S. Small Cap ETF
-0.62%
-$14,184.63 
IWV ISHARES RUSSELL 3000 ETF
-0.62%
-$1,828.19 
IYY iShares Dow Jones U.S. ETF
-0.62%
-$2,918.4 
IWB iShares Russell 1000 ETF
-0.62%
-$5,237.75 
VAW Vanguard Materials ETF
-0.62%
-$3,144.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.62%
-$5,076.03 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.61%
-$6,225.73 
IVV iShares Core S&P 500 ETF
-0.61%
-$31,588.54 
DFAU Dimensional US Core Equity Market ETF
-0.61%
-$50,543.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$3,405.25 
VOO Vanguard S&P 500 ETF
-0.6%
-$8,337.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$5,314.32 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$10,393.93 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$9,205.8 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.57%
-$5,661.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$33,517.51 
DCOR Dimensional US Core Equity 1 ETF
-0.57%
-$6,460.15 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.57%
-$6,147.05 
IWR iShares Russell Mid-Cap ETF
-0.56%
-$2,054.06 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.56%
-$22,668.1 
CGDV Capital Group Dividend Value ETF
-0.56%
-$12,384.35 
INTF iShares International Equity Factor ETF
-0.56%
-$2,963.78 
JAVA JPMorgan Active Value ETF
-0.56%
-$5,161.05 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-0.55%
-$711,214.03 
SDY SPDR S&P Dividend ETF
-0.55%
-$1,582.61 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.55%
-$2,957.32 
FIVA Fidelity International Value Factor ETF
-0.54%
-$46,525.08 
SPHQ Invesco S&P 500 Quality ETF
-0.54%
-$148,601.45 
VB Vanguard Small-Cap ETF
-0.54%
-$4,412.15 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.54%
-$1,288.77 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.53%
-$23,730.3 
JHMM John Hancock Multifactor Mid Cap ETF
-0.53%
-$12,323.61 
IEFA iShares Core MSCI EAFE ETF
-0.52%
-$3,871.33 
UPS United Parcel Service, Inc.
-0.52%
-$9,950.93 
DUHP Dimensional US High Profitability ETF
-0.52%
-$71,700.35 
DON WisdomTree U.S. MidCap Dividend Fund
-0.51%
-$14,532.58 
APH Amphenol Corporation
-0.5%
-$1,402.99 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.49%
-$1,245.2 
IJH iShares Core S&P Mid-Cap ETF
-0.48%
-$3,549.62 
IXN iShares Global Tech ETF
-0.48%
-$4,282.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.48%
-$1,132.16 
DUK Duke Energy Corporation
-0.48%
-$1,390.8 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.47%
-$14,582.75 
MS Morgan Stanley
-0.47%
-$1,558 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.46%
-$9,183.53 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.46%
-$1,793.92 
PG Procter & Gamble Co
-0.46%
-$2,699.28 
R Ryder System Inc.
-0.45%
-$1,928.82 
LRGF iShares U.S. Equity Factor ETF
-0.45%
-$10,457.04 
FVD First Trust Value Line Dividend Index Fund
-0.44%
-$27,275.3 
AMZN Amazon.com Inc
-0.44%
-$41,014.52 
EFA iShares MSCI EAFE ETF
-0.43%
-$1,584.45 
FMDE Fidelity Enhanced Mid Cap ETF
-0.43%
-$14,469.52 
VOT Vanguard Mid-Cap Growth ETF
-0.43%
-$7,012.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.43%
-$14,242.02 
ASML ASML Holding N.V. New York Registry Shares
-0.42%
-$2,861.45 
IMCB iShares Morningstar Mid-Cap ETF
-0.42%
-$1,568.25 
DFAI Dimensional International Core Equity Market ETF
-0.42%
-$8,707.12 
IWD iShares Russell 1000 Value ETF
-0.41%
-$78,503.73 
FTEC Fidelity MSCI Information Technology Index ETF
-0.41%
-$15,146.92 
VONV Vanguard Russell 1000 Value Index Fund
-0.4%
-$4,580.4 
IWP iShares Russell Mid-Cap Growth ETF
-0.4%
-$33,401.5 
MMM 3M Company
-0.39%
-$1,438.91 
IWM iShares Russell 2000 ETF
-0.39%
-$1,569.48 
GILD Gilead Sciences Inc.
-0.39%
-$1,562.97 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$11,849.11 
VBK Vanguard Small-Cap Growth ETF
-0.38%
-$11,708.85 
PRF Invesco FTSE RAFI US 1000 ETF
-0.37%
-$869.4 
DUSA Davis Select U.S. Equity ETF
-0.37%
-$10,291.83 
USXF iShares ESG Aware MSCI USA ETF
-0.36%
-$7,451.04 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.35%
-$1,554.35 
RDVY First Trust Rising Dividend Achievers ETF
-0.35%
-$60,212.32 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.34%
-$1,462.86 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.34%
-$1,242.06 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$2,126.46 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.34%
-$1,240.61 
BIBL Inspire 100 ETF
-0.34%
-$15,063.72 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.34%
-$2,579.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.34%
-$796.5 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$947.34 
VO Vanguard Mid-Cap ETF
-0.34%
-$2,290.68 
FELC Fidelity Enhanced Large Cap Core ETF
-0.33%
-$2,178.4 
BUFR FT Vestladder Buffer ETF-USD I
-0.31%
-$5,086.8 
AAPL Apple Inc.
-0.31%
-$101,312.81 
D Dominion Energy, Inc.
-0.31%
-$988.46 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$1,826.93 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.3%
-$22,156.86 
SO The Southern Company
-0.3%
-$2,014.92 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.3%
-$1,905.8 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.3%
-$1,085.37 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$2,128.2 
PFM Invesco Dividend Achievers ETF
-0.29%
-$1,170.51 
USB U.S. Bancorp
-0.29%
-$970.31 
O Realty Income Corporation
-0.29%
-$886.73 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$50,002.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$14,071.4 
IYH iShares U.S. Healthcare ETF
-0.28%
-$1,113.02 
T AT&T Inc.
-0.28%
-$1,330.91 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.28%
-$2,321.87 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.27%
-$356,155.41 
DIHP Dimensional International High Profitability Portfolio
-0.27%
-$2,260.62 
WMT Walmart Inc.
-0.26%
-$4,594.89 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.25%
-$3,621.93 
CGDG Capital Group Dividend Growers ETF
-0.22%
-$947.5 
FREL Fidelity MSCI Real Estate Index ETF
-0.21%
-$3,462.22 
TPIF Timothy Plan International ETF
-0.21%
-$446.24 
VNQ Vanguard Real Estate ETF
-0.21%
-$1,807.47 
FELV Fidelity Enhanced Large Cap Value ETF
-0.21%
-$2,665.77 
DE Deere & Company
-0.2%
-$1,191.8 
DFNL Davis Select Financial ETF
-0.2%
-$2,395.57 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$424.86 
NEE NextEra Energy, Inc.
-0.18%
-$1,000.39 
GLRY Inspire Faithward Mid Cap Momentum ETF
-0.18%
-$784.87 
GDEC FT VEST US Equity Moderate B Fund
-0.17%
-$3,811.43 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
-0.16%
-$1,478.12 
PFE Pfizer Inc.
-0.16%
-$360.6 
GD General Dynamics Corporation
-0.14%
-$974.12 
NOW ServiceNow, Inc.
-0.14%
-$1,221.9 
CGGO Capital Group Global Growth Equity ETF
-0.14%
-$1,542.04 
VZ Verizon Communications Inc.
-0.11%
-$605.9 
IWO iShares Russell 2000 Growth ETF
-0.1%
-$6,936.15 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$668.82 
TJX The TJX Companies, Inc.
-0.1%
-$295.52 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$230.2 
DFAR Dimensional US Real Estate ETF
-0.09%
-$4,579.7 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$351.31 
ANET Arista Networks, Inc.
-0.09%
-$263.4 
RPG Invesco S&P 500 Pure Growth ETF
-0.09%
-$6,145.75 
AVGO Broadcom Inc.
-0.09%
-$1,191.36 
BAC Bank of America Corporation
-0.08%
-$427.95 
HYD VanEck High Yield Muni ETF
-0.07%
-$357.81 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$113.94 
BNDX Vanguard Total International Bond ETF
-0.05%
-$179.68 
MUB iShares National Muni Bond ETF
-0.05%
-$837.32 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.04%
-$81.63 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.03%
-$742.47 
ADSK Autodesk, Inc.
-0.03%
-$51.62 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$167.12 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$35.97 
JPIE JPMorgan Income ETF
-0.01%
-$90.98 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$40.05 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$25.04 Events
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Dividends
Dividend Analysis
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| Trades 1075 | Longs Won 496/1075 46% | Profit Factor 8.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $718,451.08 |
| Average Win $251,275.4 | Best Trade (Jul 13) $16.87M | Sharpe Ratio -10.2 |
| Average Loss -$24,312.93 | Worst Trade (Dec 31) -$3.35M | Z-Score -0.48 (36.78%) |
| Commissions $0 | Avg. Trade Length 4m 2w | Expectancy $102,842.24 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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