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

Tracking: 0 Updated: Jul 16 at 06:00 PM

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.

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.

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:

3.11%

Gain

Monthly

0.1%

Yearly

1.21%

Drawdown

31.45%

$195.14M

Equity

Holdings

$195.14M

Investment

$155.12M

$43.05M

Profit -$762,163.96

Realized

$3.04M

Unrealized

$40.01M

Dividends

$6.75M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$762,163.96

Win %

67%

This Week

Compared To Last Week

Gain

-0.28%

Profit

-$554,749.57

Win %

67%

This Month

Compared to last month

Gain

0.23%

Profit

$449,236.38

Win %

67%

This Year

Compared to last year

Gain

8.86%

Profit

$15.89M

Win %

66%

Gainers
Losers

MRK Merck & Co., Inc.

+4.17%

+$8,906.16

SYK Stryker Corporation

+3.94%

+$30,538.58

AMCR Amcor plc

+3.04%

+$8,847.73

SBUX Starbucks Corporation

+2.86%

+$10,929.18

COST Costco Wholesale Corporation

+2.6%

+$6,412.97

PEP PepsiCo, Inc.

+2.57%

+$10,277.26

WMT Walmart Inc.

+2.49%

+$32,757.2

MCD McDonald's Corporation

+2.31%

+$6,248.52

V Visa Inc. Class A

+1.94%

+$5,623.74

MSFT Microsoft Corp.

+1.78%

+$34,432.94

DFAR Dimensional US Real Estate ETF

+1.77%

+$18,791.78

LLY Eli Lilly and Company

+1.73%

+$19,451.25

DVY iShares Select Dividend ETF

+1.55%

+$5,261.1

JNJ Johnson & Johnson

+1.34%

+$9,339

CVX Chevron Corporation

+1.26%

+$6,099

AAPL Apple Inc.

+1.25%

+$109,478.07

AVUV Avantis U.S. Small Cap Value ETF

+1.1%

+$36,042.87

HD The Home Depot, Inc.

+1.09%

+$10,061.23

IJJ iShares S&P Mid-Cap 400 Value ETF

+1.06%

+$33,368.4

XOM Exxon Mobil Corporation

+1.02%

+$4,688.67

IWD iShares Russell 1000 Value ETF

+0.72%

+$2,136.39

NFLX Netflix, Inc.

+0.45%

+$781.46

BRK-B Berkshire Hathaway Inc.

+0.32%

+$1,786.97

LMT Lockheed Martin Corporation

+0.29%

+$711.2

VTV Vanguard Value ETF

+0.26%

+$2,796.59

GOOG Alphabet Inc

+0.22%

+$918.52

GOOGL Alphabet Inc

+0.17%

+$3,732.06

SRE Sempra

+0.09%

+$179.44

SRLN SPDR Blackstone Senior Loan ETF

+0.04%

+$815.55

DFUV Dimensional US Marketwide Value ETF

+0.04%

+$89.18

TBIL US Treasury 3 Month Bill ETF

+0.03%

+$150

AVLV Avantis U.S. Large Cap Value ETF

+0.02%

+$4,503.42

SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF

+0.01%

+$74.95

PLTR Palantir Technologies Inc.

+0.01%

+$290.92

SGOV iShares 0-3 Month Treasury Bond ETF

+0.01%

+$728.35

SUB iShares Short-Term National Muni Bond ETF

+0.01%

+$16.71

HNRA-WT HNR Acquisition Corp

HIMS Hims & Hers Health, Inc.

-7.56%

-$45,271.91

INTC Intel Corporation

-7.06%

-$122,368.64

AMD Advanced Micro Devices, Inc.

-6.83%

-$42,729.31

MU Micron Technology, Inc.

-6.55%

-$61,689.69

ORCL Oracle Corporation

-4.95%

-$23,622.6

AVGO Broadcom Inc.

-4.61%

-$269,389.85

CAT Caterpillar Inc.

-4.46%

-$17,952

DFTX Definium Therapeutics, Inc.

-4.36%

-$28,630.69

QCOM QUALCOMM Incorporated

-4.14%

-$36,081.09

TXN Texas Instruments Inc

-3.89%

-$13,454.56

ARKK ARK Innovation ETF Fund

-3.43%

-$13,060.32

CPNG Coupang Inc.

-2.96%

-$21,919.43

CSCO Cisco Systems, Inc.

-2.89%

-$18,924.57

NVDA NVIDIA Corporation

-2.73%

-$64,165.64

VGT Vanguard Information Technology ETF

-2.25%

-$6,350.88

DFAE Dimensional Emerging Core Equity Market ETF

-1.9%

-$50,961.96

META Meta Platforms Inc Class A

-1.85%

-$34,951.12

IWF iShares Russell 1000 Growth ETF

-1.64%

-$7,853.76

QQQ Invesco QQQ Trust, Series 1

-1.55%

-$24,953.04

VBK Vanguard Small-Cap Growth ETF

-1.42%

-$44,789.93

TSLA Tesla, Inc.

-1.41%

-$5,676.75

RTX RTX Corporation

-1.3%

-$7,769.85

IUSG iShares Core S&P U.S. Growth ETF

-1.28%

-$23,663.84

DFAX Dimensional World ex U.S. Core Equity 2 ETF

-1.21%

-$18,409.65

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-1.09%

-$5,470.85

JPM JPMorgan Chase & Co.

-1%

-$5,536

HAL Halliburton Company

-0.95%

-$1,733.29

MDYG SPDR S&P 400 Mid Cap Growth ETF

-0.74%

-$24,141.6

DFAI Dimensional International Core Equity Market ETF

-0.66%

-$14,103.65

SCHG Schwab U.S. Large-Cap Growth ETF

-0.54%

-$72,080.49

OEF iShares S&P 100 ETF

-0.48%

-$1,545.08

VOO Vanguard S&P 500 ETF

-0.47%

-$7,425.75

SPY SPDR S&P 500 ETF Trust

-0.47%

-$4,998.24

IVV iShares Core S&P 500 ETF

-0.46%

-$1,263.25

HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF

-0.38%

-$6,705.48

AXON Axon Enterprise, Inc.

-0.34%

-$1,341.14

AVUS Avantis U.S. Equity ETF

-0.31%

-$3,671.2

DFAU Dimensional US Core Equity Market ETF

-0.31%

-$888.64

CMF iShares California Muni Bond ETF

-0.28%

-$8,540.48

NU Nu Holdings Ltd.

-0.19%

-$259.7

DFAC Dimensional U.S. Core Equity 2 ETF

-0.17%

-$9,627.75

AMZN Amazon.com Inc

-0.14%

-$2,175.9

TLT iShares 20+ Year Treasury Bond ETF

-0.13%

-$3,586.88

MELI MercadoLibre, Inc.

-0.11%

-$268.55

VTEB Vanguard Tax-Exempt Bond ETF

-0.11%

-$1,578.34

SCHR Schwab Intermediate-Term U.S. Treasury ETF

-0.1%

-$5,387.05

DFNM Dimensional National Municipal Bond ETF

-0.09%

-$1,704.69

GOVT iShares U.S. Treasury Bond ETF

-0.09%

-$2,922.47

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

-0.06%

-$2,394.41

BND Vanguard Total Bond Market Index Fund

-0.03%

-$1,622.8

TOTL SPDR DoubleLine Total Return Tactical ETF

-0.03%

-$773.02

SCHO Schwab Short-Term U.S. Treasury ETF

-0.02%

-$645

HYG iShares iBoxx $ High Yield Corporate Bond ETF

-0.01%

-$276.25

SHY iShares 1-3 Year Treasury Bond ETF

-0.01%

-$315.26

VGSH Vanguard Short-Term Treasury Fund

-0.01%

-$1,164.05

AGG iShares Core U.S. Aggregate Bond ETF

-0.01%

-$218.78

Events

Dividends

Dividend Analysis

No Data

Trades 793	Longs Won 536/793 67%	Profit Factor 20.94
Profitability	Shorts Won 0/0 0%	Standard Deviation $332,197.43
Average Win $84,346.13	Best Trade (Jul 15) $5.82M	Sharpe Ratio -88.19
Average Loss -$8,400.21	Worst Trade (Jul 13) -$262,347.13	Z-Score 1.95 (94.92%)
Commissions $0	Avg. Trade Length 1y 2m 2w 6d	Expectancy $54,288.36

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	23,256	20,930	18,605	16,279	13,953	11,628	9,302	6,977	4,651	2,326

Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly

Holdings
History

Positions (93)
Options (0)

Option values are updated at end of day.

No Data

Trades (396)
Options (0)

No Data

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