Ryan Gibbs Portfolio
Invests via Heritage Wealth Management, Inc. /CA/ | Managed by Jordan Gibbs, Ryan Gibbs, Daniel Shainberg
Invests via Heritage Wealth Management, Inc. /CA/
Managed by Jordan Gibbs, Ryan Gibbs, Daniel Shainberg
Automatically Tracked
Ryan Gibbs Profile
Technology entrepreneur and investor focused on early-stage fintech, crypto and marketplaces. Ryan Gibbs combines founder-level operating experience with angel and seed investing, advising startups on product, go-to-market and capital strategy. Active in token economics, fundraising and community building, with a network across VCs and builders and a track record of board and advisory roles.
Technology entrepreneur and investor focused on early-stage fintech, crypto and marketplaces. Ryan Gibbs combines founder-level operating experience with angel and seed investing, advising startups on product, go-to-market and capital strategy. Active in token economics, fundraising and community building, with a network across VCs and builders and a track record of board and advisory roles.
Investment Philosophy & Strategy
Invests early-stage fintech, crypto and marketplace startups with a founder-centric, product-first lens. Prioritizes teams demonstrating token-economic creativity, network effects and clear GTM paths; blends angel/seed capital with hands-on operating support in product, fundraising and community growth. Prefers asymmetric risk-reward, concentrating small, high-conviction stakes with follow-on optionality. Risk discipline favors durable business models, aligned token incentives and milestone-driven capital deployment over passive bets.
Invests early-stage fintech, crypto and marketplace startups with a founder-centric, product-first lens. Prioritizes teams demonstrating token-economic creativity, network effects and clear GTM paths; blends angel/seed capital with hands-on operating support in product, fundraising and community growth. Prefers asymmetric risk-reward, concentrating small, high-conviction stakes with follow-on optionality. Risk discipline favors durable business models, aligned token incentives and milestone-driven capital deployment over passive bets.
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:
48.54%
Gain +0.44%
Monthly
1.19%
Yearly
15.24%
Drawdown
16.82%
$202.13M
Equity
Holdings
$202.13M
Investment
$161.31M
$43.76M
Profit +$577,632.25
Realized
$2.93M
Unrealized
$40.83M
Dividends
$7.74M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$577,632.25
Win %
56%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$1.07M
Win %
56%
This Month
Compared to last month
Gain
0.81%
Profit
$1.62M
Win %
56%
This Year
Compared to last year
Gain
0.7%
Profit
$1.41M
Win %
57%
GPK Graphic Packaging Holding Company
+5.43%
+$8,021.19 
LLY Eli Lilly and Company
+4.62%
+$56,291.72 
SYK Stryker Corporation
+3.87%
+$26,647.83 
HD The Home Depot, Inc.
+3.74%
+$31,629.57 
UNH UnitedHealth Group Incorporated
+3.55%
+$7,385.04 
AMCR Amcor plc
+3.28%
+$11,038.45 
ORCL Oracle Corporation
+3.04%
+$14,692.97 
SBUX Starbucks Corporation
+3.03%
+$10,283 
HIMS Hims & Hers Health, Inc.
+2.9%
+$12,969.35 
V Visa Inc. Class A
+2.71%
+$9,086.23 
QCOM QUALCOMM Incorporated
+2.62%
+$13,016.75 
CPNG Coupang Inc.
+2.36%
+$14,400.7 
LMT Lockheed Martin Corporation
+1.91%
+$4,728.63 
MCD McDonald's Corporation
+1.8%
+$4,139.85 
WMT Walmart Inc.
+1.76%
+$25,098.28 
OWL Blue Owl Capital Inc.
+1.59%
+$1,615.88 
TLT iShares 20+ Year Treasury Bond ETF
+1.45%
+$38,303.68 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.3%
+$2,772.45 
MSFT Microsoft Corp.
+1.29%
+$36,180.68 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.13%
+$21,670.11 
ARKK ARK Innovation ETF Fund
+1.06%
+$4,271.4 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.03%
+$32,961.6 
AXON Axon Enterprise, Inc.
+0.91%
+$2,659.48 
AVUV Avantis U.S. Small Cap Value ETF
+0.88%
+$28,359.45 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$33,378.62 
VBK Vanguard Small-Cap Growth ETF
+0.84%
+$26,384.94 
DVY iShares Select Dividend ETF
+0.82%
+$2,086.4 
VTEB Vanguard Tax-Exempt Bond ETF
+0.76%
+$22,052.52 
DFAR Dimensional US Real Estate ETF
+0.72%
+$7,397.25 
IWD iShares Russell 1000 Value ETF
+0.7%
+$2,160.54 
VTV Vanguard Value ETF
+0.7%
+$7,690.71 
CMF iShares California Muni Bond ETF
+0.69%
+$23,393.62 
MELI MercadoLibre, Inc.
+0.69%
+$1,639.3 
AVLV Avantis U.S. Large Cap Value ETF
+0.66%
+$140,126.52 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$23,203.8 
DFAI Dimensional International Core Equity Market ETF
+0.62%
+$13,325.79 
BND Vanguard Total Bond Market Index Fund
+0.62%
+$37,306.47 
DFNM Dimensional National Municipal Bond ETF
+0.61%
+$12,967.5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.53%
+$28,143.37 
GOVT iShares U.S. Treasury Bond ETF
+0.52%
+$17,676.08 
GOOGL Alphabet Inc
+0.52%
+$11,227.37 
DFUV Dimensional US Marketwide Value ETF
+0.52%
+$1,293.11 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.52%
+$16,445.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.51%
+$29,280.84 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.47%
+$10,620.41 
GOOG Alphabet Inc
+0.46%
+$2,088.77 
ABBV AbbVie Inc.
+0.44%
+$1,154.43 
META Meta Platforms Inc Class A
+0.43%
+$8,898.62 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.41%
+$3,436.15 
BRK-B Berkshire Hathaway Inc.
+0.37%
+$2,451.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.36%
+$1,485.5 
SUB iShares Short-Term National Muni Bond ETF
+0.31%
+$1,086.47 
PEP PepsiCo, Inc.
+0.3%
+$1,150.5 
DFAU Dimensional US Core Equity Market ETF
+0.29%
+$860.87 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.29%
+$9,579.3 
COST Costco Wholesale Corporation
+0.28%
+$1,418.64 
AVUS Avantis U.S. Equity ETF
+0.27%
+$3,405.85 
AMZN Amazon.com Inc
+0.23%
+$3,859.77 
SRLN SPDR Blackstone Senior Loan ETF
+0.2%
+$4,609.66 
VOO Vanguard S&P 500 ETF
+0.2%
+$3,198.39 
IVV iShares Core S&P 500 ETF
+0.18%
+$508.2 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$1,866.93 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$3,780.96 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$18,727.12 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$3,125 
DFTX Definium Therapeutics, Inc.
+0.09%
+$360 
OEF iShares S&P 100 ETF
+0.03%
+$111.29 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$626.27 
HNRA-WT HNR Acquisition Corp
-24.93%
-$2,928.07 
LRCX Lam Research Corporation
-4.35%
-$8,773.45 
AMAT Applied Materials, Inc.
-4.06%
-$11,113.69 
GLW Corning Incorporated
-3.8%
-$6,259.5 
CSCO Cisco Systems, Inc.
-3.73%
-$25,134.72 
INTC Intel Corporation
-3.41%
-$57,147.65 
CRWD CrowdStrike Holdings, Inc.
-2.76%
-$8,956.99 
AMD Advanced Micro Devices, Inc.
-2.4%
-$16,976.89 
CAT Caterpillar Inc.
-2.39%
-$8,153.59 
NVDA NVIDIA Corporation
-1.6%
-$41,028.6 
TSLA Tesla, Inc.
-1.48%
-$7,156.74 
AVGO Broadcom Inc.
-1.46%
-$75,416.7 
XOM Exxon Mobil Corporation
-1.41%
-$8,086.28 
CVX Chevron Corporation
-1.4%
-$8,453.68 
DFAE Dimensional Emerging Core Equity Market ETF
-0.97%
-$25,463.03 
TXN Texas Instruments Inc
-0.93%
-$3,059.49 
VGT Vanguard Information Technology ETF
-0.81%
-$2,433.77 
RTX RTX Corporation
-0.49%
-$2,809.17 
JNJ Johnson & Johnson
-0.47%
-$3,370.8 
PLTR Palantir Technologies Inc.
-0.45%
-$26,468.26 
MRK Merck & Co., Inc.
-0.4%
-$985.91 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$6,575.16 
JPM JPMorgan Chase & Co.
-0.36%
-$1,939.2 
MU Micron Technology, Inc.
-0.27%
-$2,567.62 
IWF iShares Russell 1000 Growth ETF
-0.2%
-$972 
AAPL Apple Inc.
-0.13%
-$12,308.13 
IUSG iShares Core S&P U.S. Growth ETF
-0.12%
-$2,166.14 
NU Nu Holdings Ltd.
-0.1%
-$150.16 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.08%
-$1,238.97 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.07%
-$9,732.52 Events
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Dividends
Dividend Analysis
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| Trades 881 | Longs Won 554/881 62% | Profit Factor 10.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $349,792.36 |
| Average Win $87,705.21 | Best Trade (Oct 15) $6.06M | Sharpe Ratio -77.01 |
| Average Loss -$14,781 | Worst Trade (Oct 14) -$352,204.03 | Z-Score -2.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $49,668.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,352 | $5.54M | $9.37M | - | $3.83M | 69.06% | -0.131% |
| ABBV AbbVie Inc. | 931 | $234,277 | $265,074.32 | - | $30,797.32 | 13.15% | +0.437% |
| AGG iShares Core U.S. Aggregate Bond ETF | 38,673 | $3.84M | $3.69M | - | -$151,068.19 | -3.93% | +0.633% |
| AMAT Applied Materials, Inc. | 613 | $443,199 | $262,670.5 | - | -$180,528.5 | -40.73% | -4.059% |
| AMCR Amcor plc | 7,970 | $321,333.03 | $348,010.05 | - | $26,677.02 | 8.3% | +3.276% |
| AMD Advanced Micro Devices, Inc. | 1,241 | $287,410.4 | $691,410.74 | - | $404,000.34 | 140.57% | -2.397% |
| AMZN Amazon.com Inc | 6,542 | $1.13M | $1.67M | - | $533,684.4 | 47.13% | +0.232% |
| ARKK ARK Innovation ETF Fund | 4,746 | $247,952.04 | $405,213.48 | - | $157,261.44 | 63.42% | +1.065% |
| AVGO Broadcom Inc. | 14,934 | $2.53M | $5.1M | - | $2.57M | 101.63% | -1.458% |
| AVLV Avantis U.S. Large Cap Value ETF | 227,848 | $13.92M | $21.25M | - | $7.32M | 52.61% | +0.664% |
| AVUS Avantis U.S. Equity ETF | 9,731 | $1.07M | $1.26M | - | $186,677.52 | 17.37% | +0.271% |
| AVUV Avantis U.S. Small Cap Value ETF | 27,009 | $2.56M | $3.25M | - | $683,398.31 | 26.65% | +0.881% |
| AXON Axon Enterprise, Inc. | 713 | $295,950.35 | $293,862.95 | - | -$2,087.4 | -0.71% | +0.913% |
| BND Vanguard Total Bond Market Index Fund | 85,762 | $6.31M | $6.07M | - | -$231,291.45 | -3.67% | +0.618% |
| BRK-B Berkshire Hathaway Inc. | 1,270 | $541,424.21 | $670,915.73 | - | $129,491.52 | 23.92% | +0.367% |
| CAT Caterpillar Inc. | 455 | $327,695.52 | $332,632.3 | - | $4,936.78 | 1.51% | -2.393% |
| CMF iShares California Muni Bond ETF | 62,383 | $3.6M | $3.42M | - | -$182,119.63 | -5.06% | +0.689% |
| COST Costco Wholesale Corporation | 514 | $475,646.72 | $506,166.64 | - | $30,519.92 | 6.42% | +0.281% |
| CPNG Coupang Inc. | 42,355 | $709,784.03 | $624,312.7 | - | -$85,471.33 | -12.04% | +2.361% |
| CRWD CrowdStrike Holdings, Inc. | 1,300 | $248,020.5 | $315,120 | - | $67,099.5 | 27.05% | -2.764% |
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FAQ
Which stocks have generated the highest profits for Ryan Gibbs?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Treasury Fund - $846,916.74, Schwab U.S. Large-Cap Growth ETF - $721,199.62, Avantis U.S. Large Cap Value ETF - $680,219.04, Broadcom Inc - $620,552.18, and Dimensional U.S. Core Equity 2 ETF - $496,762.03. 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: UnitedHealth Group Incorporated - $195,303.62, Zentalis Pharmaceuticals, Inc - $175,050, Nike, Inc. - Class B - $155,683.87, Intel Corporation - $52,194.6, and Sempra - $46,434.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ryan Gibbs's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.74M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $845,677.39, Avantis U.S. Large Cap Value ETF - $569,619.66, Schwab Intermediate-Term U.S. Treasury ETF - $461,318.57, iShares iBoxx $ Investment Grade Corporate Bond ETF - $444,890.37, and Vanguard Total Bond Market Index Fund - $402,735.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ryan Gibbs's monthly returns?
Ryan Gibbs'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 Ryan Gibbs's strategy be considered aggressive or moderate?
Ryan Gibbs'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 Ryan Gibbs's strategy?
Ryan Gibbs'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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