Jennifer Quire Portfolio
Invests via Wrenne Financial Planning LLC | Managed by Jackie Silvis
Invests via Wrenne Financial Planning LLC
Managed by Jackie Silvis
Automatically Tracked
Jennifer Quire Profile
Veteran growth-stage investor focused on fintech and SaaS, known for sourcing late-seed to Series B opportunities and leading board-level governance. Jennifer Quire brings operating and venture experience across product-led scaleups, portfolio company board work, and capital formation. Active on follow-on financings and strategic exits, with a thematic focus on payments, embedded finance and enterprise software in North America and Europe.
Veteran growth-stage investor focused on fintech and SaaS, known for sourcing late-seed to Series B opportunities and leading board-level governance. Jennifer Quire brings operating and venture experience across product-led scaleups, portfolio company board work, and capital formation. Active on follow-on financings and strategic exits, with a thematic focus on payments, embedded finance and enterprise software in North America and Europe.
Investment Philosophy & Strategy
Growth-stage capital deployed with a conviction-led, sector-focused approach prioritizing fintech and enterprise SaaS opportunities across North America and Europe. Targets late-seed to Series B companies with product-led traction, defensible unit economics and clear go‑to‑market expansion paths. Combines board-level governance and operating experience to de-risk scale execution, favoring repeatable revenue models, follow-on reserve discipline and exit-oriented timeline planning. Sourcing is network-driven; underwriting emphasizes KPIs, unit economics and founder alignment.
Growth-stage capital deployed with a conviction-led, sector-focused approach prioritizing fintech and enterprise SaaS opportunities across North America and Europe. Targets late-seed to Series B companies with product-led traction, defensible unit economics and clear go‑to‑market expansion paths. Combines board-level governance and operating experience to de-risk scale execution, favoring repeatable revenue models, follow-on reserve discipline and exit-oriented timeline planning. Sourcing is network-driven; underwriting emphasizes KPIs, unit economics and founder alignment.
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:
54.86%
Gain -0.1%
Monthly
1.41%
Yearly
18.36%
Drawdown
17.38%
$299.23M
Equity
Holdings
$299.23M
Investment
$229.95M
$74.76M
Profit -$190,255.88
Realized
$5.48M
Unrealized
$69.28M
Dividends
$11.25M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$190,255.88
Win %
83%
This Week
Compared To Last Week
Gain
1.37%
Profit
$4.06M
Win %
83%
This Month
Compared to last month
Gain
1.37%
Profit
$4.06M
Win %
83%
This Year
Compared to last year
Gain
1.05%
Profit
$3.09M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$55,815.74 
GOOG Alphabet Inc
+6.88%
+$44,584.77 
MSFT Microsoft Corp.
+3.02%
+$32,837.8 
NVDA NVIDIA Corporation
+2.93%
+$5,932.7 
CVX Chevron Corporation
+2.35%
+$6,409.36 
LMT Lockheed Martin Corporation
+1.5%
+$3,546.93 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$47,451.38 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,206.4 
NOC Northrop Grumman Corporation
+1.43%
+$6,981.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$148,435.28 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$44,672.55 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,401.83 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,573.89 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,717.93 
CAT Caterpillar Inc.
+0.7%
+$2,749.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,017.21 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,084.8 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$11,080.16 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$78,704.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,668.5 
MO Altria Group, Inc.
+0.57%
+$1,978.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$336,037.1 
AVGO Broadcom Inc.
+0.37%
+$2,639.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$794.22 
JPM JPMorgan Chase & Co.
+0.27%
+$1,058.44 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$31,797.75 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$443.49 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$381,874.48 
AJG Arthur J. Gallagher & Co.
-2.75%
-$7,941.11 
ABBV AbbVie Inc.
-2.51%
-$6,017.1 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$6,435.52 
XOM Exxon Mobil Corporation
-0.97%
-$2,828.97 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$76,857.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$6,406.52 
PM Philip Morris International Inc.
-0.61%
-$5,641.53 
SCHF Schwab International Equity ETF
-0.58%
-$18,822.88 
VNQ Vanguard Real Estate ETF
-0.54%
-$118,305.36 
USRT iShares Core U.S. REIT ETF
-0.54%
-$4,053.72 
SCHH Schwab U.S. REIT ETF
-0.49%
-$12,004.68 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,183.91 
VTWV Vanguard Russell 2000 Value Index Fund
-0.38%
-$4,102.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,334.11 
SDY SPDR S&P Dividend ETF
-0.28%
-$651.2 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$750.41 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$3,006.59 
VTV Vanguard Value ETF
-0.27%
-$969.35 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$42,580.52 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$897 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$634.7 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$106,579.03 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$29,598.66 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$3,159.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$21,512.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$423.05 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$4,201.56 
MUB iShares National Muni Bond ETF
-0.11%
-$9,901.68 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$4,076.8 
V Visa Inc. Class A
-0.04%
-$118.85 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$61.86 Events
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Dividends
Dividend Analysis
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| Trades 399 | Longs Won 332/399 83% | Profit Factor 95.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $895,654.13 |
| Average Win $227,579.95 | Best Trade (Aug 06) $13.6M | Sharpe Ratio -13.01 |
| Average Loss -$11,842.66 | Worst Trade (Aug 02) -$111,596.28 | Z-Score 25.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $187,376.15 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
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Returns
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FAQ
Which stocks have generated the highest profits for Jennifer Quire?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $3.86M, Vanguard FTSE All-World ex-US ETF - $2.1M, VANGUARD TOTAL STOCK MKT ETF - $1.53M, Vanguard Real Estate ETF - $1.28M, and Vanguard Total Bond Market Index Fund - $1.22M. 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: Prologis Inc - $67,055.6, ProShares S&P 500 Dividend Aristocrats ETF - $10,564.48, SPDR S&P Dividend ETF - $6,293.32, and Exxon Mobil Corporation - $5,907.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Quire's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.25M earned over time. The largest contributors to dividend income include Vanguard FTSE All-World ex-US ETF - $2.1M, VANGUARD TOTAL STOCK MKT ETF - $1.33M, Vanguard Real Estate ETF - $1.28M, Vanguard Total Bond Market Index Fund - $1.22M, and SPDR S&P 600 Small Cap Value ETF - $716,252.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Quire's monthly returns?
Jennifer Quire'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 Jennifer Quire's strategy be considered aggressive or moderate?
Jennifer Quire'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 Jennifer Quire's strategy?
Jennifer Quire'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.
