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:
48.23%
Gain -0.89%
Monthly
1.24%
Yearly
15.89%
Drawdown
16.82%
$202.01M
Equity
Holdings
$202.01M
Investment
$161.31M
$43.63M
Profit -$1.16M
Realized
$2.93M
Unrealized
$40.7M
Dividends
$7.04M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$1.16M
Win %
58%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$679,138.17
Win %
58%
This Month
Compared to last month
Gain
-0.57%
Profit
-$1.16M
Win %
58%
This Year
Compared to last year
Gain
0.64%
Profit
$1.29M
Win %
59%
AMZN Amazon.com Inc
+15.32%
+$236,035.29 
GOOG Alphabet Inc
+6.88%
+$30,366.34 
GOOGL Alphabet Inc
+6.73%
+$139,381.41 
META Meta Platforms Inc Class A
+3.28%
+$49,786.85 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$7,332 
MSFT Microsoft Corp.
+3.02%
+$71,573.05 
NVDA NVIDIA Corporation
+2.93%
+$66,178.98 
HIMS Hims & Hers Health, Inc.
+2.7%
+$11,761.01 
CVX Chevron Corporation
+2.35%
+$12,326.04 
GLW Corning Incorporated
+2.24%
+$3,545.1 
CSCO Cisco Systems, Inc.
+2.14%
+$14,405.04 
ORCL Oracle Corporation
+1.81%
+$8,549.31 
CPNG Coupang Inc.
+1.62%
+$11,012.3 
LMT Lockheed Martin Corporation
+1.5%
+$4,099.25 
OWL Blue Owl Capital Inc.
+1.38%
+$1,615.88 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$23,450.82 
AMAT Applied Materials, Inc.
+1.18%
+$3,616.71 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$147,934.38 
OEF iShares S&P 100 ETF
+0.95%
+$2,961.75 
MCD McDonald's Corporation
+0.82%
+$2,123.01 
TSLA Tesla, Inc.
+0.76%
+$3,110.45 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,460.32 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,849.84 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,182.95 
CAT Caterpillar Inc.
+0.7%
+$2,579.85 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,858.56 
PLTR Palantir Technologies Inc.
+0.65%
+$23,268.74 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,207.56 
AVUS Avantis U.S. Equity ETF
+0.57%
+$7,006.32 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$1,555.12 
AXON Axon Enterprise, Inc.
+0.47%
+$1,753.99 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$11,699.23 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,339.77 
RTX RTX Corporation
+0.39%
+$2,593.08 
AVGO Broadcom Inc.
+0.37%
+$21,504.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,362.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$20,369.28 
MRK Merck & Co., Inc.
+0.32%
+$679.39 
JPM JPMorgan Chase & Co.
+0.27%
+$1,519.04 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$535.08 
JNJ Johnson & Johnson
+0.21%
+$1,488.77 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$29,620.47 
WMT Walmart Inc.
+0.09%
+$1,227.32 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,080.36 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$576.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,505.1 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$290.97 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$33.43 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
HNRA-WT HNR Acquisition Corp
0%
$0 
AAPL Apple Inc.
-7.35%
-$670,671.04 
SYK Stryker Corporation
-6.42%
-$54,665.98 
MU Micron Technology, Inc.
-5.9%
-$52,920.69 
QCOM QUALCOMM Incorporated
-2.63%
-$11,503.2 
ABBV AbbVie Inc.
-2.51%
-$6,023.57 
ARKK ARK Innovation ETF Fund
-2.28%
-$7,878.36 
DFTX Definium Therapeutics, Inc.
-2.18%
-$11,640 
GPK Graphic Packaging Holding Company
-2.1%
-$4,054.67 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,466.86 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,718.83 
LRCX Lam Research Corporation
-1.58%
-$3,304.11 
NU Nu Holdings Ltd.
-1.1%
-$1,601.76 
TXN Texas Instruments Inc
-1.08%
-$3,560.6 
INTC Intel Corporation
-1.02%
-$15,864.87 
XOM Exxon Mobil Corporation
-0.97%
-$4,958.73 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$18,399.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,792.72 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$14,109.76 
AMCR Amcor plc
-0.6%
-$2,151.9 
SBUX Starbucks Corporation
-0.57%
-$2,184 
LLY Eli Lilly and Company
-0.53%
-$6,179.04 
DFAR Dimensional US Real Estate ETF
-0.52%
-$5,917.8 
PEP PepsiCo, Inc.
-0.46%
-$1,888 
DVY iShares Select Dividend ETF
-0.45%
-$1,173.57 
HD The Home Depot, Inc.
-0.42%
-$3,982.41 
MELI MercadoLibre, Inc.
-0.41%
-$1,011.4 
VGT Vanguard Information Technology ETF
-0.38%
-$1,051.78 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$8,700.53 
VTV Vanguard Value ETF
-0.27%
-$2,946.41 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$9,222.3 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$16,294.78 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$9,668.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$8,698.2 
COST Costco Wholesale Corporation
-0.24%
-$1,171.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,303.92 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$6,746.88 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$11,257.35 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$439.2 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$3,270.96 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$6,103.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,062.85 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$2,873.79 
CMF iShares California Muni Bond ETF
-0.05%
-$1,871.49 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$7,031.93 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$910 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,250 
V Visa Inc. Class A
-0.04%
-$120.11 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$315.14 Events
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Dividends
Dividend Analysis
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| Trades 881 | Longs Won 564/881 64% | Profit Factor 12.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $338,394.58 |
| Average Win $84,007.34 | Best Trade (Aug 14) $6.33M | Sharpe Ratio -10.66 |
| Average Loss -$11,818.67 | Worst Trade (Aug 19) -$303,399.4 | Z-Score -1.64 (90.75%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 1d | Expectancy $49,527.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,352 | $5.54M | $8.45M | - | $2.91M | 52.48% | -7.354% |
| ABBV AbbVie Inc. | 931 | $234,277 | $233,625.14 | - | -$651.86 | -0.28% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 38,673 | $3.84M | $3.77M | - | -$75,655.84 | -1.97% | -0.256% |
| AMAT Applied Materials, Inc. | 613 | $443,199 | $311,201.72 | - | -$131,997.28 | -29.78% | +1.176% |
| AMCR Amcor plc | 7,970 | $321,333.03 | $357,693.6 | - | $36,360.57 | 11.32% | -0.598% |
| AMD Advanced Micro Devices, Inc. | 1,241 | $287,410.4 | $590,902.14 | - | $303,491.74 | 105.6% | -1.904% |
| AMZN Amazon.com Inc | 6,542 | $1.13M | $1.78M | - | $644,309.55 | 56.9% | +15.321% |
| ARKK ARK Innovation ETF Fund | 4,746 | $247,952.04 | $338,105.04 | - | $90,153 | 36.36% | -2.277% |
| AVGO Broadcom Inc. | 14,934 | $2.53M | $5.81M | - | $3.29M | 130.05% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 227,848 | $13.92M | $21M | - | $7.08M | 50.82% | +0.141% |
| AVUS Avantis U.S. Equity ETF | 9,731 | $1.07M | $1.24M | - | $167,215.52 | 15.56% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 27,009 | $2.56M | $3.38M | - | $819,523.67 | 31.96% | +0.032% |
| AXON Axon Enterprise, Inc. | 713 | $295,950.35 | $376,292.89 | - | $80,342.54 | 27.15% | +0.468% |
| BND Vanguard Total Bond Market Index Fund | 85,762 | $6.31M | $6.19M | - | -$111,653.46 | -1.77% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 1,270 | $541,424.21 | $649,655.8 | - | $108,231.59 | 19.99% | +0.365% |
| CAT Caterpillar Inc. | 455 | $327,695.52 | $370,738.55 | - | $43,043.03 | 13.14% | +0.701% |
| CMF iShares California Muni Bond ETF | 62,383 | $3.6M | $3.53M | - | -$75,756.61 | -2.1% | -0.053% |
| COST Costco Wholesale Corporation | 514 | $475,646.72 | $489,271.47 | - | $13,624.75 | 2.86% | -0.239% |
| CPNG Coupang Inc. | 42,355 | $709,784.03 | $692,504.25 | - | -$17,279.78 | -2.43% | +1.616% |
| CRWD CrowdStrike Holdings, Inc. | 1,300 | $248,020.5 | $248,118 | - | $97.5 | 0.04% | +3.045% |
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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 - $764,695.53, Schwab U.S. Large-Cap Growth ETF - $706,756.55, Avantis U.S. Large Cap Value ETF - $627,449.44, Broadcom Inc - $610,845.08, and Dimensional U.S. Core Equity 2 ETF - $484,413.15. 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 - $196,523.94, 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 $7.04M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $763,456.18, Avantis U.S. Large Cap Value ETF - $516,850.06, iShares iBoxx $ Investment Grade Corporate Bond ETF - $427,982.1, Schwab Intermediate-Term U.S. Treasury ETF - $425,565.22, and Vanguard Total Bond Market Index Fund - $381,046.09. 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.
