Jennifer Milam Portfolio
Invests via Mustard Seed Financial, LLC | Managed by J. David Ashby, Angela Glass, Bruce Butterfield, Jonathan Baird, Laurie Pinner, Zachary Talley, Jennifer Milam, Minna Green
Invests via Mustard Seed Financial, LLC
Managed by J. David Ashby, Angela Glass, Bruce Butterfield, Jonathan Baird, Laurie Pinner, Zachary Talley, Jennifer Milam, Minna Green
Automatically Tracked
Jennifer Milam Profile
Veteran corporate finance executive and investor focusing on growth-stage companies, M&A and capital markets strategy. Jennifer Milam combines operational leadership with private equity and venture experience, advising portfolio companies on revenue scale, go-to-market execution and board governance. Regularly involved in deal sourcing, diligence and structuring, with a track record of strategic exits and cross-border transactions that appeal to institutional investors.
Veteran corporate finance executive and investor focusing on growth-stage companies, M&A and capital markets strategy. Jennifer Milam combines operational leadership with private equity and venture experience, advising portfolio companies on revenue scale, go-to-market execution and board governance. Regularly involved in deal sourcing, diligence and structuring, with a track record of strategic exits and cross-border transactions that appeal to institutional investors.
Investment Philosophy & Strategy
Focuses on growth-stage equity and strategic M&A, prioritizing companies with clear unit-economics, scalable go-to-market motion and repeatable revenue growth. Prefers active, board-level involvement to align operational improvements, capital structure optimization and exit timing for institutional buyers. Deploys a mix of minority growth equity and control transactions, favors cross-border opportunities that diversify revenue and tap strategic partnerships, and emphasizes disciplined due diligence, staged capital deployment and governance controls to preserve optionality and maximize enterprise value.
Focuses on growth-stage equity and strategic M&A, prioritizing companies with clear unit-economics, scalable go-to-market motion and repeatable revenue growth. Prefers active, board-level involvement to align operational improvements, capital structure optimization and exit timing for institutional buyers. Deploys a mix of minority growth equity and control transactions, favors cross-border opportunities that diversify revenue and tap strategic partnerships, and emphasizes disciplined due diligence, staged capital deployment and governance controls to preserve optionality and maximize enterprise value.
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:
45.86%
Gain +0.54%
Monthly
1.13%
Yearly
14.49%
Drawdown
15.21%
$193.78M
Equity
Holdings
$193.78M
Investment
$157.7M
$40.3M
Profit +$638,667.41
Realized
$4.22M
Unrealized
$36.08M
Dividends
$8.5M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$638,667.41
Win %
73%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$115,235.86
Win %
73%
This Month
Compared to last month
Gain
1.17%
Profit
$2.23M
Win %
73%
This Year
Compared to last year
Gain
0.65%
Profit
$1.26M
Win %
74%
LLY Eli Lilly and Company
+4.62%
+$73,045.21 
UNH UnitedHealth Group Incorporated
+3.65%
+$10,490.7 
NFLX Netflix, Inc.
+3.25%
+$6,686.8 
ORCL Oracle Corporation
+3.04%
+$13,486.09 
OZK Bank OZK
+2.25%
+$9,708.12 
ROST Ross Stores, Inc.
+1.92%
+$6,180.99 
WMT Walmart Inc.
+1.74%
+$98,315.88 
HBAN Huntington Bancshares Incorporated
+1.72%
+$14,651.52 
ABT Abbott Laboratories
+1.61%
+$8,122.38 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.47%
+$5,432 
MFC Manulife Financial Corporation
+1.39%
+$4,164.01 
MSFT Microsoft Corp.
+1.3%
+$14,442.14 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.22%
+$29,414.85 
JBHT J.B. Hunt Transport Services, Inc.
+1.19%
+$3,312 
RSP Invesco S&P 500 Equal Weight ETF
+1.15%
+$5,783.41 
VB Vanguard Small-Cap ETF
+1.14%
+$18,840.59 
DFAT Dimensional US Targeted Value ETF
+1.07%
+$3,755.21 
DFSV Dimensional US Small Cap Value ETF
+1.06%
+$26,571.2 
GE General Electric Company
+1.06%
+$2,385.07 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.98%
+$2,189.48 
VNQ Vanguard Real Estate ETF
+0.94%
+$8,644.35 
DFAS Dimensional U.S. Small Cap ETF
+0.92%
+$3,740.28 
VIG Vanguard Dividend Appreciation ETF
+0.82%
+$3,587.76 
VBK Vanguard Small-Cap Growth ETF
+0.82%
+$24,277.03 
MUR Murphy Oil Corporation
+0.81%
+$6,042.88 
VTEB Vanguard Tax-Exempt Bond ETF
+0.76%
+$60,111.36 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.75%
+$8,743.38 
ARKB Ark 21Shares Bitcoin ETF
+0.74%
+$8,518 
VOE Vanguard Mid-Cap Value ETF
+0.72%
+$37,665.08 
DFIV Dimensional International Value ETF
+0.7%
+$7,807.41 
VTV Vanguard Value ETF
+0.7%
+$58,687.48 
VO Vanguard Mid-Cap ETF
+0.67%
+$10,254.34 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.66%
+$75,684.25 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$1,896.74 
VOT Vanguard Mid-Cap Growth ETF
+0.64%
+$22,790.15 
DFAI Dimensional International Core Equity Market ETF
+0.62%
+$48,307.46 
BND Vanguard Total Bond Market Index Fund
+0.62%
+$2,275.49 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$1,641.98 
DFLV Dimensional US Large Cap Value ETF
+0.6%
+$63,615.47 
DFIC Dimensional International Core Equity Market ETF
+0.56%
+$3,845.52 
GOOGL Alphabet Inc
+0.52%
+$2,352.99 
DFUV Dimensional US Marketwide Value ETF
+0.52%
+$6,576.91 
MUSA Murphy USA Inc.
+0.46%
+$5,722.48 
GOOG Alphabet Inc
+0.46%
+$2,513.79 
DCOR Dimensional US Core Equity 1 ETF
+0.46%
+$1,367.52 
XYL Xylem Inc.
+0.44%
+$769.5 
ABBV AbbVie Inc.
+0.44%
+$7,179.54 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$2,889.04 
PG Procter & Gamble Co
+0.4%
+$6,895.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.36%
+$2,308.25 
PEP PepsiCo, Inc.
+0.3%
+$1,217.19 
DFAW Dimensional World Equity ETF
+0.27%
+$2,662.43 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.25%
+$10,977.56 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.25%
+$36,911.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$647.1 
BSV Vanguard Short-Term Bond ETF
+0.22%
+$36,616.47 
VT Vanguard Total World Stock ETF
+0.22%
+$2,049.99 
DFUS Dimensional U.S. Equity Market ETF
+0.21%
+$2,518.78 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.2%
+$13,434.08 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.2%
+$2,716.43 
AMZN Amazon.com Inc
+0.18%
+$1,112.47 
VOO Vanguard S&P 500 ETF
+0.17%
+$2,485.22 
SCHX Schwab U.S. Large-Cap ETF
+0.17%
+$434.75 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$702.32 
SFNC Simmons First National Corporation
+0.14%
+$1,030.59 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.13%
+$2,892.91 
VGSH Vanguard Short-Term Treasury Fund
+0.13%
+$597.15 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.12%
+$648.45 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$599.18 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$1,870.52 VGHY
VGHY
0%
$0 
DELL Dell Technologies Inc.
-8.87%
-$45,069.99 
AMAT Applied Materials, Inc.
-4.06%
-$9,065 
CSCO Cisco Systems, Inc.
-3.71%
-$7,781.68 
INTC Intel Corporation
-3.41%
-$17,788.5 
CLF Cleveland-Cliffs Inc.
-3.3%
-$4,752.99 
KLAC KLA Corporation
-3.25%
-$4,067 
PWR Quanta Services Inc.
-3.23%
-$8,562.61 
GEV GE Vernova Inc.
-2.69%
-$4,568.4 
XLE Energy Select Sector SPDR Fund
-1.86%
-$7,750.88 
VDE Vanguard Energy ETF
-1.78%
-$4,978.82 
NVDA NVIDIA Corporation
-1.62%
-$81,264.78 
XOM Exxon Mobil Corporation
-1.41%
-$43,083.57 
CVX Chevron Corporation
-1.37%
-$5,514.49 
DFAE Dimensional Emerging Core Equity Market ETF
-0.97%
-$37,605.32 
TXN Texas Instruments Inc
-0.91%
-$4,137.35 
ETR Entergy Corporation
-0.9%
-$2,580.3 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.89%
-$4,056.86 
VGT Vanguard Information Technology ETF
-0.81%
-$4,820.77 
SLI Standard Lithium Ltd.
-0.71%
-$977.53 
JNJ Johnson & Johnson
-0.47%
-$1,222.8 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$2,273.71 
JPM JPMorgan Chase & Co.
-0.36%
-$1,544.4 
VWO Vanguard FTSE Emerging Markets ETF
-0.26%
-$2,461.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.22%
-$955.53 
VUG Vanguard Growth ETF
-0.19%
-$25,978.55 
AAPL Apple Inc.
-0.15%
-$3,793 Events
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Dividends
Dividend Analysis
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| Trades 721 | Longs Won 546/721 75% | Profit Factor 15.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $268,099.38 |
| Average Win $78,977.54 | Best Trade (Oct 14) $3.75M | Sharpe Ratio -14.07 |
| Average Loss -$16,127.72 | Worst Trade (Oct 14) -$183,307.67 | Z-Score 13.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $55,893.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,586 | $1.45M | $2.6M | - | $1.14M | 78.66% | -0.146% |
| ABBV AbbVie Inc. | 5,790 | $936,683.38 | $1.65M | - | $711,845.42 | 76% | +0.437% |
| ABT Abbott Laboratories | 4,893 | $538,817.84 | $511,954.59 | - | -$26,863.25 | -4.99% | +1.612% |
| AMAT Applied Materials, Inc. | 500 | $361,500 | $214,250 | - | -$147,250 | -40.73% | -4.059% |
| AMZN Amazon.com Inc | 2,445 | $377,899.79 | $622,338.07 | - | $244,438.28 | 64.68% | +0.179% |
| ARKB Ark 21Shares Bitcoin ETF | 42,590 | $1.01M | $1.16M | - | $152,517.65 | 15.1% | +0.738% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 156,050 | $11.96M | $11.48M | - | -$483,431.39 | -4.04% | +0.664% |
| BND Vanguard Total Bond Market Index Fund | 5,231 | $384,758.12 | $370,537.88 | - | -$14,220.24 | -3.7% | +0.618% |
| BSV Vanguard Short-Term Bond ETF | 215,391 | $16.65M | $16.49M | - | -$159,515.59 | -0.96% | +0.222% |
| CLF Cleveland-Cliffs Inc. | 11,453 | $233,874 | $139,325.74 | - | -$94,548.26 | -40.43% | -3.299% |
| CSCO Cisco Systems, Inc. | 1,844 | $216,597 | $201,770.48 | - | -$14,826.52 | -6.85% | -3.713% |
| CVX Chevron Corporation | 1,811 | $270,812.19 | $396,599.94 | - | $125,787.75 | 46.45% | -1.371% |
| DCOR Dimensional US Core Equity 1 ETF | 3,552 | $239,428.95 | $298,492.32 | - | $59,063.37 | 24.67% | +0.46% |
| DELL Dell Technologies Inc. | 1,000 | $431,460 | $462,860 | - | $31,400 | 7.28% | -8.873% |
| DFAE Dimensional Emerging Core Equity Market ETF | 101,636 | $2.87M | $3.84M | - | $971,892.08 | 33.86% | -0.969% |
| DFAI Dimensional International Core Equity Market ETF | 189,441 | $6.18M | $7.85M | - | $1.67M | 26.97% | +0.619% |
| DFAS Dimensional U.S. Small Cap ETF | 5,268 | $317,555.13 | $410,745.96 | - | $93,190.83 | 29.35% | +0.919% |
| DFAT Dimensional US Targeted Value ETF | 5,204 | $272,351 | $353,359.93 | - | $81,008.93 | 29.74% | +1.074% |
| DFAW Dimensional World Equity ETF | 11,833 | $816,080.81 | $989,061.3 | - | $172,980.49 | 21.2% | +0.27% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 11,759 | $297,090 | $451,721.98 | - | $154,631.98 | 52.05% | -0.89% |
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FAQ
Which stocks have generated the highest profits for Jennifer Milam?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.33M, Vanguard Short-Term Bond ETF - $1.21M, Vanguard Short-Term Corporate Bond ETF - $1.18M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $882,587.79, and Vanguard Total International Stock Index Fund Investor Shares - $531,749.89. 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: Intel Corporation - $110,650.85, UnitedHealth Group Incorporated - $73,927.62, J.B. Hunt Transport Services, Inc - $32,971.4, SPDR Gold Shares - $28,788.3, and Fidelity Wise Origin Bitcoin Index Fund - $18,710.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jennifer Milam's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.5M earned over time. The largest contributors to dividend income include Vanguard Short-Term Bond ETF - $1.21M, Vanguard Short-Term Corporate Bond ETF - $1.18M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $880,157.77, Vanguard Value ETF - $423,816.71, and Vanguard Tax-Exempt Bond ETF - $420,827.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jennifer Milam's monthly returns?
Jennifer Milam's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jennifer Milam's strategy be considered aggressive or moderate?
Jennifer Milam'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 Milam's strategy?
Jennifer Milam'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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