Jared Machen Portfolio
Invests via BWM Planning LLC | Managed by Justin Brownlee, Jared Machen
Invests via BWM Planning LLC
Managed by Justin Brownlee, Jared Machen
Automatically Tracked
Concentrates on early-stage consumer and technology businesses in the U.S., providing hands-on operational support and capital to scale product and go-to-market initiatives. Jared Machen is an investor and operator who blends growth marketing expertise with board-level execution to help companies cross the series A-B inflection point. Prior roles span product, growth, and strategic partnerships at startups and growth-stage platforms, and he routinely sources deals through founder networks and accelerators. Market relevance lies in driving revenue-driven KPIs and preparing companies for institutional rounds or strategic exits.
Concentrates on early-stage consumer and technology businesses in the U.S., providing hands-on operational support and capital to scale product and go-to-market initiatives. Jared Machen is an investor and operator who blends growth marketing expertise with board-level execution to help companies cross the series A-B inflection point. Prior roles span product, growth, and strategic partnerships at startups and growth-stage platforms, and he routinely sources deals through founder networks and accelerators. Market relevance lies in driving revenue-driven KPIs and preparing companies for institutional rounds or strategic exits.
Investment Philosophy & Strategy
Focuses on early-stage consumer and consumer-oriented technology companies, deploying seed-to-Series A capital alongside active operational support to accelerate product-market fit and repeatable revenue channels. Emphasizes growth-marketing led GTM, unit-economics discipline, and cohort-level metrics as primary underwriting signals. Prefers founder-led teams with defensible acquisition funnels and clear paths to scale; investment horizon is mid-term to liquidity via institutional rounds or strategic exits. Decision-making balances conviction in growth levers with tight capital efficiency and board-level go-to-market execution.
Focuses on early-stage consumer and consumer-oriented technology companies, deploying seed-to-Series A capital alongside active operational support to accelerate product-market fit and repeatable revenue channels. Emphasizes growth-marketing led GTM, unit-economics discipline, and cohort-level metrics as primary underwriting signals. Prefers founder-led teams with defensible acquisition funnels and clear paths to scale; investment horizon is mid-term to liquidity via institutional rounds or strategic exits. Decision-making balances conviction in growth levers with tight capital efficiency and board-level go-to-market execution.
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:
1.25%
Gain
Monthly
0.06%
Yearly
0.69%
Drawdown
26.65%
$413.63M
Equity
Holdings
$413.63M
Investment
$333.63M
$82.81M
Profit -$1.54M
Realized
$2.81M
Unrealized
$80M
Dividends
$11.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.54M
Win %
83%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$265,686.42
Win %
83%
This Month
Compared to last month
Gain
0.26%
Profit
$1.08M
Win %
83%
This Year
Compared to last year
Gain
9.2%
Profit
$34.85M
Win %
83%
XPO XPO Inc.
+6.58%
+$14,884.35 
MAIN Main Street Capital Corporation
+3.72%
+$12,064.83 
GILD Gilead Sciences Inc.
+3.27%
+$6,477.95 
PEP PepsiCo, Inc.
+2.96%
+$14,079.11 
T AT&T Inc.
+2.78%
+$4,779.64 
PSX Phillips 66
+2.73%
+$50,851.75 
WES Western Midstream Partners, LP
+1.86%
+$23,934.62 
DFGR Dimensional Global Real Estate ETF
+1.57%
+$12,669.32 
AVRE Avantis Real Estate ETF
+1.5%
+$6,024.24 
HD The Home Depot, Inc.
+1.49%
+$21,259.8 
AAPL Apple Inc.
+1.46%
+$234,008.42 
LLY Eli Lilly and Company
+1.4%
+$19,186.24 
ET Energy Transfer L.P.
+1.38%
+$3,661.62 
DFAT Dimensional US Targeted Value ETF
+1.34%
+$94,914.62 
MSFT Microsoft Corp.
+1.15%
+$10,932.34 
JNJ Johnson & Johnson
+1.12%
+$17,766.12 
CVX Chevron Corporation
+1.11%
+$31,451.4 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.11%
+$3,954.76 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.07%
+$4,303 
COP ConocoPhillips
+1.03%
+$4,347 
XOM Exxon Mobil Corporation
+1.02%
+$36,286.95 
AVUV Avantis U.S. Small Cap Value ETF
+0.97%
+$426,000.06 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.87%
+$142,644.04 
DE Deere & Company
+0.83%
+$2,171.6 
CLB Core Laboratories Inc.
+0.79%
+$5,853.24 
PBT Permian Basin Royalty Trust
+0.69%
+$19,835.43 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$30,811.2 
HP Helmerich & Payne Inc.
+0.33%
+$3,873.21 
DFAS Dimensional U.S. Small Cap ETF
+0.3%
+$13,951.92 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.27%
+$27,195.09 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$600.84 
WFC Wells Fargo & Company
+0.22%
+$11,951.75 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$764.08 
CTRA Coterra Energy Inc.
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SPSK SP Funds Dow Jones Global Sukuk ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-6.72%
-$119,570.68 
AVGO Broadcom Inc.
-5.52%
-$85,595.4 
GOOGL Alphabet Inc
-4.78%
-$23,908.5 
GOOG Alphabet Inc
-4.7%
-$30,049.66 
ETN Eaton Corporation plc
-3.88%
-$15,721.82 
NVDA NVIDIA Corporation
-2.98%
-$20,712.78 
META Meta Platforms Inc Class A
-2.91%
-$8,731.79 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$7,388.32 
QMOM Alpha U.S. Quantitative Momentum ETF
-2.4%
-$362,904.63 
DFAE Dimensional Emerging Core Equity Market ETF
-2.12%
-$299,773.14 
AVEM Avantis Emerging Markets Equity ETF
-2%
-$98,769.36 
JPM JPMorgan Chase & Co.
-1.42%
-$24,024.8 
SCHE Schwab Emerging Markets Equity ETF
-1.4%
-$9,092.28 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.39%
-$4,390.59 
SCHF Schwab International Equity ETF
-1.38%
-$7,809 
AVNM Avantis All International Markets Equity ETF
-1.32%
-$411,222.59 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$5,857.39 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$7,896.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.28%
-$8,068.97 
VEU Vanguard FTSE All-World ex-US ETF
-1.27%
-$17,629.92 
TSLA Tesla, Inc.
-1.24%
-$8,599.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.23%
-$10,646.11 
AVDV Avantis International Small Cap Value ETF
-1.14%
-$40,640.4 
AVDE Avantis International Equity ETF
-1.06%
-$273,207.36 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-0.96%
-$72,148.8 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.92%
-$5,564.8 
IEFA iShares Core MSCI EAFE ETF
-0.92%
-$35,948.57 
DFUS Dimensional U.S. Equity Market ETF
-0.89%
-$14,207.55 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$27,345.6 
VOO Vanguard S&P 500 ETF
-0.84%
-$9,661.2 
IVV iShares Core S&P 500 ETF
-0.83%
-$84,746.04 
SPXE ProShares S&P 500 Ex-Energy ETF
-0.79%
-$89,306.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$354,712.84 
DFAI Dimensional International Core Equity Market ETF
-0.75%
-$175,483.04 
SBR Sabine Royalty Trust
-0.72%
-$11,530.32 
DFIV Dimensional International Value ETF
-0.72%
-$16,649.15 
EFV iShares MSCI EAFE Value ETF
-0.59%
-$5,248.49 
HAL Halliburton Company
-0.43%
-$2,146.8 
IWM iShares Russell 2000 ETF
-0.41%
-$976.79 
DFSU Dimensional US Sustainability Core 1 ETF
-0.39%
-$1,098.71 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.37%
-$1,785.63 
DISV Dimensional International Small Cap Equity Fund
-0.29%
-$16,851.84 
RSBT RTRN Stock Bonds & Managed Futures Fund
-0.26%
-$8,800.2 
DFNM Dimensional National Municipal Bond ETF
-0.14%
-$4,195.73 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.12%
-$1,145.82 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$5,109.61 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$135.7 
DFUV Dimensional US Marketwide Value ETF
-0.03%
-$1,015.61 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$545.34 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$39.23 Events
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Dividends
Dividend Analysis
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| Trades 438 | Longs Won 319/438 72% | Profit Factor 36.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $659,758.85 |
| Average Win $266,975.65 | Best Trade (Jul 16) $6.97M | Sharpe Ratio -18.42 |
| Average Loss -$19,770.11 | Worst Trade (Jul 10) -$479,957.6 | Z-Score 16.83 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w | Expectancy $189,069.84 |
| 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 | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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Returns
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