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:
39.09%
Gain +0.46%
Monthly
1.36%
Yearly
17.55%
Drawdown
16.18%
$437.18M
Equity
Holdings
$437.18M
Investment
$353.14M
$87.66M
Profit +$1.36M
Realized
$3.62M
Unrealized
$84.04M
Dividends
$13.15M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$1.36M
Win %
75%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$953,464.46
Win %
75%
This Month
Compared to last month
Gain
0.98%
Profit
$4.26M
Win %
75%
This Year
Compared to last year
Gain
1.45%
Profit
$6.23M
Win %
75%
LLY Eli Lilly and Company
+4.77%
+$68,315.26 
HD The Home Depot, Inc.
+3.88%
+$52,280.47 
QCOM QUALCOMM Incorporated
+3.39%
+$6,996.6 
LUV Southwest Airlines Co.
+3.17%
+$5,085.82 
WFC Wells Fargo & Company
+2.67%
+$132,494.4 
UAL United Airlines Holdings, Inc.
+1.9%
+$3,324.37 
MAIN Main Street Capital Corporation
+1.78%
+$5,804.49 
QVAL Alpha Architect U.S. Quantitative Value ETF
+1.61%
+$296,906.85 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.4%
+$5,428.4 
MSFT Microsoft Corp.
+1.29%
+$20,843.58 
AVSC Avantis U.S. Small Cap Equity ETF
+1.17%
+$4,653.7 
DFAS Dimensional U.S. Small Cap ETF
+1.15%
+$43,715.91 
IWM iShares Russell 2000 ETF
+1.11%
+$2,485.46 
DFAT Dimensional US Targeted Value ETF
+1.07%
+$73,797.12 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$416,592.1 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.96%
+$3,291.57 
XPO XPO Inc.
+0.87%
+$1,773.51 
EFV iShares MSCI EAFE Value ETF
+0.87%
+$8,049.84 
DFSU Dimensional US Sustainability Core 1 ETF
+0.86%
+$2,456.72 
DE Deere & Company
+0.73%
+$2,155.78 
DFIV Dimensional International Value ETF
+0.73%
+$16,649.15 
IEFA iShares Core MSCI EAFE ETF
+0.72%
+$27,982.08 
DFAI Dimensional International Core Equity Market ETF
+0.69%
+$161,968.92 
DFUV Dimensional US Marketwide Value ETF
+0.66%
+$24,713.06 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$3,143.31 
AVRE Avantis Real Estate ETF
+0.64%
+$2,384.59 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$4,707 
AVDE Avantis International Equity ETF
+0.62%
+$159,524.2 
DFNM Dimensional National Municipal Bond ETF
+0.61%
+$19,568.67 
DISV Dimensional International Small Cap Equity Fund
+0.61%
+$37,058.32 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$2,305.23 
DFCF Dimensional Core Fixed Income ETF
+0.61%
+$90,758.78 
SPXE ProShares S&P 500 Ex-Energy ETF
+0.59%
+$67,676.12 
DFGR Dimensional Global Real Estate ETF
+0.59%
+$5,174.24 
MU Micron Technology, Inc.
+0.51%
+$969.15 
VYM Vanguard High Dividend Yield ETF
+0.5%
+$1,318.51 
AMZN Amazon.com Inc
+0.48%
+$2,131.34 
GOOGL Alphabet Inc
+0.48%
+$2,476.6 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$29,495.43 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$222,761.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.46%
+$3,171.11 
GOOG Alphabet Inc
+0.43%
+$3,479.17 
AVNM Avantis All International Markets Equity ETF
+0.43%
+$142,279.9 
SCHF Schwab International Equity ETF
+0.43%
+$2,884.66 
DFUS Dimensional U.S. Equity Market ETF
+0.39%
+$6,378.9 
SPSK SP Funds Dow Jones Global Sukuk ETF
+0.37%
+$923.91 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$15,381.75 
VOO Vanguard S&P 500 ETF
+0.34%
+$4,000.62 
IVV iShares Core S&P 500 ETF
+0.34%
+$36,083.23 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.33%
+$2,043.33 
AVGE FRCL 3 2022Q3 Hb Float
+0.32%
+$905.62 
VEU Vanguard FTSE All-World ex-US ETF
+0.31%
+$4,158 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.3%
+$2,732.34 
SUB iShares Short-Term National Muni Bond ETF
+0.29%
+$12,657.92 
PG Procter & Gamble Co
+0.29%
+$699.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.29%
+$1,766.69 
META Meta Platforms Inc Class A
+0.21%
+$946.43 
PEP PepsiCo, Inc.
+0.2%
+$916.24 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$14,861.04 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.07%
+$217.47 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$1,254.04 
HAL Halliburton Company
+0.01%
+$71.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PSX Phillips 66
-3.51%
-$54,705.65 
CSCO Cisco Systems, Inc.
-3.42%
-$8,807.3 
SCHW Charles Schwab Corporation
-2.87%
-$7,706.16 
HP Helmerich & Payne Inc.
-2.66%
-$36,091.28 
INTC Intel Corporation
-2.6%
-$45,379.8 
ETN Eaton Corporation plc
-2.07%
-$8,395.21 
PBT Permian Basin Royalty Trust
-1.91%
-$68,902.02 
CAT Caterpillar Inc.
-1.79%
-$2,607.36 
XOM Exxon Mobil Corporation
-1.51%
-$65,775.31 
CVX Chevron Corporation
-1.41%
-$49,062.64 
NVDA NVIDIA Corporation
-1.4%
-$14,519.91 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-1.35%
-$111,523.81 
TSLA Tesla, Inc.
-1.25%
-$8,148.31 
ET Energy Transfer L.P.
-1.19%
-$3,247.44 
WES Western Midstream Partners, LP
-1.16%
-$14,729 
RSBT RTRN Stock Bonds & Managed Futures Fund
-1.12%
-$44,581.46 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.05%
-$156,792.41 
DVN Devon Energy Corporation
-1.03%
-$19,853.76 
AVGO Broadcom Inc.
-0.9%
-$12,573.21 
DFAE Dimensional Emerging Core Equity Market ETF
-0.86%
-$118,891.74 
AVEM Avantis Emerging Markets Equity ETF
-0.76%
-$39,962.33 
XLK State Street Technology Select Sector SPDR ETF
-0.76%
-$2,835.78 
NUE Nucor Corporation
-0.67%
-$1,933.27 
KOS Kosmos Energy Ltd.
-0.55%
-$2,724.54 
COP ConocoPhillips
-0.41%
-$2,151.8 
SBR Sabine Royalty Trust
-0.27%
-$4,194.02 
JNJ Johnson & Johnson
-0.24%
-$4,146.6 
CLB Core Laboratories Inc.
-0.2%
-$1,300.72 
VWO Vanguard FTSE Emerging Markets ETF
-0.2%
-$954.85 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$749.2 
SCHE Schwab Emerging Markets Equity ETF
-0.08%
-$449.91 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.07%
-$646.07 
JPM JPMorgan Chase & Co.
-0.05%
-$985.32 
AVDV Avantis International Small Cap Value ETF
-0.05%
-$1,853.44 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.02%
-$2,267.49 
AAPL Apple Inc.
0%
-$504.64 Events
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Dividends
Dividend Analysis
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| Trades 514 | Longs Won 356/514 69% | Profit Factor 22.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $622,242.08 |
| Average Win $257,646.8 | Best Trade (Oct 15) $5.86M | Sharpe Ratio -18.18 |
| Average Loss -$25,708.33 | Worst Trade (Oct 15) -$571,008 | Z-Score 12.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 6d | Expectancy $170,545.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 50,515 | $11.81M | $17.32M | - | $5.51M | 46.67% | -0.003% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,845 | $779,236.58 | $748,569.9 | - | -$30,666.68 | -3.94% | +0.633% |
| AMZN Amazon.com Inc | 1,747 | $416,490 | $446,009.1 | - | $29,519.1 | 7.09% | +0.48% |
| AVDE Avantis International Equity ETF | 287,431 | $20.35M | $25.82M | - | $5.47M | 26.89% | +0.622% |
| AVDV Avantis International Small Cap Value ETF | 33,699 | $2.47M | $3.61M | - | $1.14M | 46.09% | -0.051% |
| AVEM Avantis Emerging Markets Equity ETF | 57,500 | $3.87M | $5.19M | - | $1.32M | 34.12% | -0.764% |
| AVGE FRCL 3 2022Q3 Hb Float | 2,875 | $284,920 | $284,811.87 | - | -$108.13 | -0.04% | +0.319% |
| AVGO Broadcom Inc. | 4,017 | $758,360.84 | $1.38M | - | $619,952.2 | 81.75% | -0.904% |
| AVNM Avantis All International Markets Equity ETF | 406,514 | $27.06M | $33.38M | - | $6.32M | 23.35% | +0.428% |
| AVRE Avantis Real Estate ETF | 8,367 | $394,420.66 | $374,757.93 | - | -$19,662.73 | -4.99% | +0.64% |
| AVSC Avantis U.S. Small Cap Equity ETF | 5,781 | $401,548.26 | $403,484.89 | - | $1,936.63 | 0.48% | +1.167% |
| AVUV Avantis U.S. Small Cap Value ETF | 362,254 | $34.37M | $43.59M | - | $9.22M | 26.82% | +0.965% |
| BND Vanguard Total Bond Market Index Fund | 5,361 | $402,664.76 | $379,719.63 | - | -$22,945.13 | -5.7% | +0.611% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 31,588 | $3.46M | $3.75M | - | $285,956.88 | 8.26% | +0.033% |
| BRK-B Berkshire Hathaway Inc. | 12,039 | $5.59M | $6.37M | - | $778,617.76 | 13.93% | +0.465% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 12,191 | $269,299 | $346,224.4 | - | $76,925.4 | 28.57% | +0.96% |
| CAT Caterpillar Inc. | 194 | $206,948 | $142,694.76 | - | -$64,253.24 | -31.05% | -1.794% |
| CLB Core Laboratories Inc. | 65,036 | $1.21M | $634,101 | - | -$571,008 | -47.38% | -0.205% |
| COP ConocoPhillips | 3,710 | $393,161.36 | $525,929.6 | - | $132,768.24 | 33.77% | -0.407% |
| CSCO Cisco Systems, Inc. | 2,267 | $266,282 | $248,814.58 | - | -$17,467.42 | -6.56% | -3.419% |
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FAQ
Which stocks have generated the highest profits for Jared Machen?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $1.6M, Dimensional International Core Equity Market ETF - $1.51M, Avantis International Equity ETF - $1.34M, Avantis All International Markets Equity ETF - $1.13M, and Dimensional Core Fixed Income ETF - $945,911.05. 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: AT&T Inc - $101,044.34, Kosmos Energy Ltd - $99,605, Synchrony Financial - $39,045.44, Dimensional Global Real Estate ETF - $38,802.36, and United Airlines Holdings, Inc - $37,268.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jared Machen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.15M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $1.13M, Avantis All International Markets Equity ETF - $1.13M, Avantis International Equity ETF - $1.04M, Dimensional Core Fixed Income ETF - $945,911.05, and Schwab Short-Term U.S. Treasury ETF - $923,273.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jared Machen's monthly returns?
Jared Machen'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 Jared Machen's strategy be considered aggressive or moderate?
Jared Machen'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 Jared Machen's strategy?
Jared Machen'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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