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:
50.83%
Gain +0.19%
Monthly
1.25%
Yearly
16.05%
Drawdown
17.38%
$294.07M
Equity
Holdings
$294.07M
Investment
$229.95M
$69.6M
Profit +$376,053.38
Realized
$5.48M
Unrealized
$64.12M
Dividends
$12.18M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$376,053.38
Win %
77%
This Week
Compared To Last Week
Gain
0.13%
Profit
$376,053.38
Win %
77%
This Month
Compared to last month
Gain
0.78%
Profit
$2.27M
Win %
77%
This Year
Compared to last year
Gain
-0.7%
Profit
-$2.06M
Win %
78%
CAT Caterpillar Inc.
+1.91%
+$7,512.66 
AJG Arthur J. Gallagher & Co.
+1.78%
+$4,579.68 
NVDA NVIDIA Corporation
+1.42%
+$3,361.16 
CVX Chevron Corporation
+1.39%
+$4,012.93 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.81%
+$1,935.84 
VBK Vanguard Small-Cap Growth ETF
+0.8%
+$8,856.28 
SDY SPDR S&P Dividend ETF
+0.78%
+$1,687.2 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.74%
+$160,048.67 
JPM JPMorgan Chase & Co.
+0.7%
+$2,612.33 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.63%
+$65,658.37 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$1,253.08 
XOM Exxon Mobil Corporation
+0.56%
+$1,691.84 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.56%
+$1,794 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$1,155.04 
MSFT Microsoft Corp.
+0.48%
+$5,991.29 
QQQ Invesco QQQ Trust, Series 1
+0.43%
+$2,962.38 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.42%
+$14,775.22 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.37%
+$6,727.18 
SCHA Schwab U.S. Small-Cap ETF
+0.37%
+$1,092.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.36%
+$851.72 
VTWV Vanguard Russell 2000 Value Index Fund
+0.35%
+$3,603.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.34%
+$219,984.78 
SCHB Schwab U.S. Broad Market ETF
+0.32%
+$43,982.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.32%
+$921.14 
VOO Vanguard S&P 500 ETF
+0.28%
+$1,514.71 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$854.75 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.27%
+$557.68 
SPY SPDR S&P 500 ETF Trust
+0.26%
+$964 
VTV Vanguard Value ETF
+0.26%
+$903.65 
V Visa Inc. Class A
+0.25%
+$764.11 
VIG Vanguard Dividend Appreciation ETF
+0.2%
+$689.54 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.15%
+$3,991.52 
MUB iShares National Muni Bond ETF
+0.13%
+$10,726.99 
DGRO iShares Core Dividend Growth ETF
+0.1%
+$257.19 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$3,261.44 
IEMG iShares Core MSCI Emerging Markets ETF
+0.07%
+$257.34 
NOC Northrop Grumman Corporation
+0.05%
+$215.02 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$78.35 
BTI British American Tobacco p.l.c. ADR
-2.1%
-$7,054.32 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-1.65%
-$6,994.35 
AVGO Broadcom Inc.
-1.5%
-$9,678.24 
GOOG Alphabet Inc
-1.38%
-$9,103.27 
AAPL Apple Inc.
-0.98%
-$51,082.55 
PM Philip Morris International Inc.
-0.96%
-$8,773.18 
SCHF Schwab International Equity ETF
-0.87%
-$28,234.32 
SCHH Schwab U.S. REIT ETF
-0.75%
-$16,506.44 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.7%
-$74,723.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.66%
-$92,084.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.65%
-$6,270.26 
VEU Vanguard FTSE All-World ex-US ETF
-0.63%
-$307,896.68 
LMT Lockheed Martin Corporation
-0.57%
-$1,200.12 
ABBV AbbVie Inc.
-0.55%
-$1,329.9 
SPEM SPDR Portfolio Emerging Markets ETF
-0.51%
-$30,354.42 
USRT iShares Core U.S. REIT ETF
-0.5%
-$3,396.36 
VWO Vanguard FTSE Emerging Markets ETF
-0.5%
-$78,193.59 
VNQ Vanguard Real Estate ETF
-0.49%
-$96,396.96 
MO Altria Group, Inc.
-0.42%
-$1,445.52 
AMZN Amazon.com Inc
-0.23%
-$897.24 
BND Vanguard Total Bond Market Index Fund
-0.16%
-$24,651.88 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$2,211.68 Events
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Dividends
Dividend Analysis
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| Trades 399 | Longs Won 316/399 79% | Profit Factor 31.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $881,692.25 |
| Average Win $227,387.01 | Best Trade (Aug 14) $14.04M | Sharpe Ratio -13.01 |
| Average Loss -$27,105.21 | Worst Trade (Oct 05) -$305,941.26 | Z-Score 16.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $174,447.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,574 | $3.22M | $5.14M | - | $1.91M | 59.27% | -0.985% |
| ABBV AbbVie Inc. | 930 | $215,423 | $241,948.8 | - | $26,525.8 | 12.31% | -0.547% |
| AJG Arthur J. Gallagher & Co. | 1,128 | $283,106.11 | $261,887.76 | - | -$21,218.35 | -7.49% | +1.78% |
| AMZN Amazon.com Inc | 1,547 | $273,755.87 | $384,537.79 | - | $110,781.92 | 40.47% | -0.233% |
| AVGO Broadcom Inc. | 1,833 | $297,381.52 | $634,053.03 | - | $336,671.51 | 113.21% | -1.503% |
| BND Vanguard Total Bond Market Index Fund | 224,108 | $16.42M | $15.7M | - | -$723,666.13 | -4.41% | -0.157% |
| BRK-B Berkshire Hathaway Inc. | 427 | $213,667 | $213,779.68 | - | $112.68 | 0.05% | +0.543% |
| BTI British American Tobacco p.l.c. ADR | 6,188 | $382,171 | $329,572.88 | - | -$52,598.12 | -13.76% | -2.096% |
| CAT Caterpillar Inc. | 485 | $231,992.05 | $400,745.8 | - | $168,753.75 | 72.74% | +1.91% |
| CVX Chevron Corporation | 1,418 | $263,492.77 | $293,582.72 | - | $30,089.95 | 11.42% | +1.386% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 6,347 | $197,704.33 | $242,487.13 | - | $44,782.8 | 22.65% | +0.805% |
| DGRO iShares Core Dividend Growth ETF | 3,411 | $214,313.83 | $257,412.48 | - | $43,098.65 | 20.11% | +0.1% |
| GOOG Alphabet Inc | 1,941 | $293,145.49 | $652,273.05 | - | $359,127.56 | 122.51% | -1.376% |
| IEMG iShares Core MSCI Emerging Markets ETF | 4,289 | $258,338.66 | $348,352.58 | - | $90,013.92 | 34.84% | +0.074% |
| IJR iShares Core S&P Small-Cap ETF | 1,547 | $229,436 | $211,706.95 | - | -$17,729.05 | -7.73% | +0.595% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 1,738 | $237,034.13 | $289,915.78 | - | $52,881.65 | 22.31% | +0.319% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 1,670 | $229,675 | $238,425.9 | - | $8,750.9 | 3.81% | +0.359% |
| JPM JPMorgan Chase & Co. | 1,126 | $229,163.78 | $375,126.9 | - | $145,963.12 | 63.69% | +0.701% |
| LMT Lockheed Martin Corporation | 411 | $209,388 | $208,101.63 | - | -$1,286.37 | -0.61% | -0.573% |
| MO Altria Group, Inc. | 5,072 | $364,930 | $340,102.96 | - | -$24,827.04 | -6.8% | -0.423% |
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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 - $2.21M, VANGUARD TOTAL STOCK MKT ETF - $1.69M, Vanguard Real Estate ETF - $1.46M, and Vanguard Total Bond Market Index Fund - $1.27M. 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 - $9,477.87, SPDR S&P Dividend ETF - $4,936.46, and Exxon Mobil Corporation - $4,002.56. 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 $12.18M earned over time. The largest contributors to dividend income include Vanguard FTSE All-World ex-US ETF - $2.21M, VANGUARD TOTAL STOCK MKT ETF - $1.49M, Vanguard Real Estate ETF - $1.46M, Vanguard Total Bond Market Index Fund - $1.27M, and SPDR S&P 600 Small Cap Value ETF - $828,252.25. 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.
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