Alexandra Stickelman Portfolio
Invests via Root Financial Partners, LLC | Managed by Alexandra Stickelman
Invests via Root Financial Partners, LLC
Managed by Alexandra Stickelman
Automatically Tracked
Alexandra Stickelman Profile
Veteran investor and operator focused on early-stage technology and consumer businesses. Alexandra Stickelman combines operating experience in high-growth startups with venture and angel investing, advising founders on go-to-market, product strategy and capital formation. Frequently active on seed and Series A rounds, she evaluates consumer-tech and SaaS opportunities with emphasis on unit economics and founder-market fit. Known for board advisory roles and hands-on portfolio support that accelerate commercial traction.
Veteran investor and operator focused on early-stage technology and consumer businesses. Alexandra Stickelman combines operating experience in high-growth startups with venture and angel investing, advising founders on go-to-market, product strategy and capital formation. Frequently active on seed and Series A rounds, she evaluates consumer-tech and SaaS opportunities with emphasis on unit economics and founder-market fit. Known for board advisory roles and hands-on portfolio support that accelerate commercial traction.
Investment Philosophy & Strategy
Early-stage investor focused on consumer-tech and SaaS, deploying concentrated, conviction-led seed and Series A capital with staged follow-ons and reserve allocation. Emphasizes founder-market fit, unit economics, repeatable go-to-market motion and capital efficiency; underwrites opportunities through measurable KPIs and rapid experiment cycles. Acts as hands‑on board advisor to accelerate commercial traction, preferring companies with clear unit-level economics, defensible product differentiation, and scalable customer acquisition pathways.
Early-stage investor focused on consumer-tech and SaaS, deploying concentrated, conviction-led seed and Series A capital with staged follow-ons and reserve allocation. Emphasizes founder-market fit, unit economics, repeatable go-to-market motion and capital efficiency; underwrites opportunities through measurable KPIs and rapid experiment cycles. Acts as hands‑on board advisor to accelerate commercial traction, preferring companies with clear unit-level economics, defensible product differentiation, and scalable customer acquisition pathways.
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:
149.18%
Gain +0.94%
Monthly
2.35%
Yearly
32.15%
Drawdown
31.26%
$2.61B
Equity
Holdings
$2.61B
Investment
$2.23B
$462.67M
Profit +$10.63M
Realized
$83.62M
Unrealized
$379.05M
Dividends
$57.6M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.94%
Profit
$10.63M
Win %
76%
This Week
Compared To Last Week
Gain
0.59%
Profit
$15.19M
Win %
76%
This Month
Compared to last month
Gain
0.66%
Profit
$17.07M
Win %
76%
This Year
Compared to last year
Gain
1.49%
Profit
$38.57M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$1.51M 
ETN Eaton Corporation plc
+7.32%
+$43,399.23 
GOOG Alphabet Inc
+6.88%
+$373,721.9 
GOOGL Alphabet Inc
+6.73%
+$607,948.32 
NVT nVent Electric plc
+6.24%
+$11,847.36 
VRT Vertiv Holdings Co
+6.18%
+$21,203.51 
COHR Coherent Corp.
+5.55%
+$10,483.15 
ANET Arista Networks, Inc.
+5.46%
+$46,211.52 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$13,253.55 
FTNT Fortinet Inc.
+4.99%
+$31,770.2 
SNPS Synopsys, Inc.
+4.41%
+$11,846.04 
LPLA LPL Financial Holdings Inc.
+4.28%
+$33,186.52 
FTI TechnipFMC plc
+3.98%
+$9,135.16 
TT Trane Technologies plc
+3.33%
+$9,256.78 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$7,388.89 
META Meta Platforms Inc Class A
+3.28%
+$157,475.68 
CRS Carpenter Technology Corporation
+3.17%
+$11,866.79 
ATI ATI Inc.
+3.05%
+$6,177.11 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$12,859.2 
MSFT Microsoft Corp.
+3.02%
+$515,571.1 
LITE Lumentum Holdings Inc.
+2.99%
+$13,951.81 
NVDA NVIDIA Corporation
+2.93%
+$1.34M 
CVX Chevron Corporation
+2.35%
+$42,036 
MRVL Marvell Technology, Inc.
+2.32%
+$5,802.12 
CNC Centene Corporation
+2.27%
+$7,926.72 
GLW Corning Incorporated
+2.24%
+$6,732.66 
WDC Western Digital Corporation
+2.21%
+$25,747.71 
EOG EOG Resources, Inc.
+2.19%
+$5,975.24 
CSCO Cisco Systems, Inc.
+2.14%
+$26,914.68 
JBL Jabil Inc.
+2.12%
+$4,087.78 
TPL Texas Pacific Land Corporation
+2.11%
+$4,031.72 
KEYS Keysight Technologies, Inc.
+2.04%
+$5,233.4 
OXY Occidental Petroleum Corporation
+2%
+$5,065.76 
JCI Johnson Controls International plc
+1.93%
+$7,272.48 
LHX L3Harris Technologies, Inc.
+1.9%
+$4,700.77 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,442.7 
FIX Comfort Systems USA, Inc.
+1.88%
+$12,134.84 
CRM Salesforce Inc
+1.83%
+$7,510.38 
ORCL Oracle Corporation
+1.81%
+$28,221.27 
HWM Howmet Aerospace Inc.
+1.8%
+$4,541.77 
FLEX Flex Ltd.
+1.64%
+$2,340.48 
KMI Kinder Morgan, Inc.
+1.64%
+$3,991.52 
HPE Hewlett Packard Enterprise Company
+1.61%
+$10,108 
IETC iShares U.S. Tech Independence Fund
+1.59%
+$3,409.98 
HPQ HP Inc.
+1.53%
+$3,887.21 
VZ Verizon Communications Inc.
+1.52%
+$7,151.9 
LMT Lockheed Martin Corporation
+1.5%
+$7,473.58 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$11,030.35 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$10,402.56 
NOC Northrop Grumman Corporation
+1.43%
+$4,288.06 
PH Parker-Hannifin Corporation
+1.43%
+$3,970.87 
PWR Quanta Services Inc.
+1.43%
+$3,883.32 
SNX TD Synnex Corporation
+1.42%
+$3,264.96 
GE General Electric Company
+1.42%
+$15,255.98 
WDAY Workday Inc.
+1.41%
+$5,806.92 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$16,507.04 
KLAC KLA Corporation
+1.38%
+$20,004.74 
CIEN Ciena Corporation
+1.34%
+$2,624.45 
CGUS Capital Group Core Equity ETF
+1.29%
+$3,479.85 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$4,948.29 
CMCSA Comcast Corp
+1.23%
+$6,353.61 
COP ConocoPhillips
+1.22%
+$3,661.25 
VRSN Verisign Inc.
+1.2%
+$2,807.04 
WFC Wells Fargo & Company
+1.19%
+$8,613.9 
AMAT Applied Materials, Inc.
+1.18%
+$13,452.05 
ITW Illinois Tool Works Inc.
+1.15%
+$3,461.25 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$13,444.4 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$5,057.8 
VUG Vanguard Growth ETF
+1.1%
+$674,737.32 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$3,317.26 
CW Curtiss-Wright Corporation
+1.02%
+$4,059.04 
ADBE Adobe Inc.
+1.01%
+$3,001.97 
URI United Rentals, Inc.
+0.99%
+$3,390.97 
ADP Automatic Data Processing Inc.
+0.98%
+$2,812.73 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$56,450.24 
TTE TotalEnergies SE
+0.95%
+$2,328.98 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$2,776.23 
UNP Union Pacific Corporation
+0.92%
+$3,684.61 
WMB The Williams Companies, Inc.
+0.89%
+$2,694.51 
SCHW Charles Schwab Corporation
+0.87%
+$4,792.97 
IBM International Business Machines Corporation
+0.86%
+$4,776.86 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$1,714.89 
GEV GE Vernova Inc.
+0.85%
+$8,683.95 
FLQL Franklin U.S. Large Cap Multisector Fund
+0.84%
+$1,716.48 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$2,211.9 
MCD McDonald's Corporation
+0.82%
+$2,932.61 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,580.5 
EMR Emerson Electric Co.
+0.79%
+$2,481.56 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$3,241.91 
TSLA Tesla, Inc.
+0.76%
+$52,561.47 
MPC Marathon Petroleum Corporation
+0.76%
+$2,734.17 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,838.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,494.81 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$23,400.01 
VOO Vanguard S&P 500 ETF
+0.71%
+$79,155.47 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$1,888.28 
NRGV Energy Vault Holdings Inc.
+0.71%
+$250.6 
CAT Caterpillar Inc.
+0.7%
+$29,370.55 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,353.75 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$2.91M 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$19,630.86 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,689.6 
CARR Carrier Global Corporation
+0.68%
+$1,365.42 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$7,008.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$15,514.05 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$40,725.8 
XT iShares Future Exponential Technologies ETF
+0.67%
+$2,769.24 
QTUM Defiance Quantum ETF
+0.67%
+$1,461.7 
WCN Waste Connections Inc.
+0.67%
+$1,532.91 
DOW Dow Inc.
+0.67%
+$2,279 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$3,530.54 
PLTR Palantir Technologies Inc.
+0.65%
+$12,799.17 
CGGR Capital Group Growth ETF
+0.65%
+$1,669.53 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$36,408 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$16,058.04 
IWB iShares Russell 1000 ETF
+0.64%
+$1,408.69 
MEOH Methanex Corporation
+0.63%
+$1,551.9 
CGDV Capital Group Dividend Value ETF
+0.63%
+$2,063.67 
SYY Sysco Corporation
+0.63%
+$1,286.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$10,884.72 
TER Teradyne, Inc.
+0.6%
+$2,219.81 
ET Energy Transfer L.P.
+0.59%
+$1,876.92 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$4,556 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,418.27 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$3,940.62 
MO Altria Group, Inc.
+0.57%
+$2,472.99 
AVUS Avantis U.S. Equity ETF
+0.57%
+$1,928.88 
APH Amphenol Corporation
+0.55%
+$2,142.78 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$54,532.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,745.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$236,920.56 
STX Seagate Technology Holdings plc
+0.52%
+$4,125.16 
GM General Motors Company
+0.52%
+$3,331.32 
PSX Phillips 66
+0.51%
+$3,373.86 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,974.3 
NSC Norfolk Southern Corporation
+0.46%
+$1,912.72 
IYW iShares U.S. Technology ETF
+0.46%
+$4,503.53 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$523,616.83 
IWD iShares Russell 1000 Value ETF
+0.44%
+$5,048.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$11,409.92 
CSX CSX Corporation
+0.42%
+$1,300.74 
PFE Pfizer Inc.
+0.4%
+$1,263.7 
RTX RTX Corporation
+0.39%
+$6,982.08 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$2,365.44 
VLO Valero Energy Corporation
+0.38%
+$2,095.59 
AVGO Broadcom Inc.
+0.37%
+$46,877.76 
PG Procter & Gamble Co
+0.37%
+$2,901.75 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$25,608.48 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$63,434.24 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$4,768.4 
TDG TransDigm Group Inc.
+0.36%
+$768.83 
BAC Bank of America Corporation
+0.36%
+$3,553.22 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$662.76 
RF Regions Financial Corporation
+0.32%
+$963.8 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$612,813.5 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$2,052.12 
MRK Merck & Co., Inc.
+0.32%
+$4,961.94 
SMH VanEck Semiconductor ETF
+0.3%
+$588.43 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$1,620.52 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,489.14 
JPM JPMorgan Chase & Co.
+0.27%
+$7,806.7 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$799.5 
MTCH Match Group, Inc.
+0.25%
+$535.8 
AMP Ameriprise Financial, Inc.
+0.25%
+$753.49 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2,322.98 
DFAW Dimensional World Equity ETF
+0.22%
+$1,178.46 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$39,179.76 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$899 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.21%
+$404.84 
JNJ Johnson & Johnson
+0.21%
+$4,929.53 
ADI Analog Devices, Inc.
+0.2%
+$702.99 
KFY Korn Ferry
+0.2%
+$862.72 
CMI Cummins Inc.
+0.19%
+$822.3 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$922.3 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,398.83 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$4,927.74 
USB U.S. Bancorp
+0.17%
+$373.11 
T AT&T Inc.
+0.17%
+$504.88 
MS Morgan Stanley
+0.17%
+$1,170.01 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$620.5 
CB Chubb Limited
+0.15%
+$768.5 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$473.98 
DELL Dell Technologies Inc.
+0.14%
+$460.88 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,022.4 
EA Electronic Arts Inc.
+0.13%
+$481.95 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1,751.72 
MMM 3M Company
+0.12%
+$468.07 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,010.25 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,533.2 
C Citigroup Inc.
+0.1%
+$718.58 
WM Waste Management, Inc.
+0.1%
+$238.92 
AFL Aflac Inc.
+0.09%
+$393.36 
WMT Walmart Inc.
+0.09%
+$1,288.13 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$102.44 
ABT Abbott Laboratories
+0.09%
+$345.24 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$325.7 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$38,044.29 
SOXX iShares Semiconductor ETF
+0.07%
+$1,568.2 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$579.25 
DIS The Walt Disney Company
+0.03%
+$132.54 
SHV iShares Short Treasury Bond ETF
+0.03%
+$77.07 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$149.34 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,381.98 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$117.41 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$941.01 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$465.31 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 8522
852234AK9
0%
$0 
HTT High Templar Tech Limited American Depositary Shares
0%
$0 G200
G2004J103
0%
$0 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$27,619.9 
AAPL Apple Inc.
-7.35%
-$3.09M 
ALIT Alight Inc.
-7.06%
-$17,936.16 
LIN Linde plc
-5.95%
-$29,775.85 
MU Micron Technology, Inc.
-5.9%
-$202,286.11 
SNDK SanDisk Corporation
-5.09%
-$18,106.14 
SPOT Spotify Technology S.A.
-4.34%
-$27,816.08 
SHOP Shopify Inc.
-4.29%
-$14,936.25 
HTZWW Hertz Global Holdings, Inc. Warrant
-3.81%
-$412.55 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$12,665.81 
ES Eversource Energy
-3.05%
-$7,803 
CI The Cigna Group
-2.99%
-$8,188.12 
IBIT iShares Bitcoin Trust
-2.89%
-$7,037.34 
INV Innventure Inc.
-2.72%
-$4,003.65 
EQIX Equinix, Inc.
-2.7%
-$5,508.75 
QCOM QUALCOMM Incorporated
-2.63%
-$56,646.17 
ABBV AbbVie Inc.
-2.51%
-$46,603.41 
PCG PG&E Corporation
-2.25%
-$8,971.6 
NWN Northwest Natural Holding Company
-2.22%
-$5,720.93 
BA Boeing Company
-2.15%
-$6,473.59 
BCBP Bcb Bancorp Inc.
-2.15%
-$18,173.54 
NEM Newmont Corporation
-2.14%
-$5,211.1 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$15,753.51 
NFLX Netflix, Inc.
-2%
-$31,588.56 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,801.69 
AMD Advanced Micro Devices, Inc.
-1.9%
-$60,937.93 
RBC RBC Bearings Incorporated
-1.89%
-$3,547.66 
HNST The Honest Company, Inc.
-1.88%
-$3,846.43 
IRM Iron Mountain Inc.
-1.86%
-$5,595.84 
UAL United Airlines Holdings, Inc.
-1.8%
-$7,189.52 
ARDX Ardelyx Inc.
-1.79%
-$5,223.24 
UNH UnitedHealth Group Incorporated
-1.68%
-$16,770.06 
AON Aon plc
-1.64%
-$6,194.6 
SNOW Snowflake Inc.
-1.62%
-$4,217.51 
LRCX Lam Research Corporation
-1.58%
-$32,914.18 
NET Cloudflare Inc.
-1.56%
-$4,339.44 
GLD SPDR Gold Shares
-1.49%
-$7,362.19 
IAU iShares Gold Trust
-1.46%
-$6,836.5 
WYNN Wynn Resorts, Limited
-1.38%
-$8,246.87 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$7,629.58 
MNST Monster Beverage Corporation
-1.3%
-$6,626.86 
DAL Delta Air Lines, Inc.
-1.3%
-$5,522.3 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$1,001.44 
FCX Freeport-McMoRan Inc.
-1.28%
-$5,957.55 
BRT BRT Apartments Corp.
-1.26%
-$9,864.99 
F Ford Motor Company
-1.21%
-$4,461.3 
TJX The TJX Companies, Inc.
-1.21%
-$9,361.87 
NEE NextEra Energy, Inc.
-1.15%
-$2,907.79 
DE Deere & Company
-1.13%
-$5,861.59 
RCL Royal Caribbean Group
-1.13%
-$3,468.93 
TXN Texas Instruments Inc
-1.08%
-$4,403.19 
LOW Lowe's Companies Inc.
-1.08%
-$2,991.86 
PLD Prologis Inc.
-1.08%
-$3,050.98 
INTC Intel Corporation
-1.02%
-$7,335.84 
KO The Coca-Cola Company
-1.02%
-$10,239.3 
UPS United Parcel Service, Inc.
-1%
-$2,298.45 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,939.3 
XOM Exxon Mobil Corporation
-0.97%
-$17,500.14 
SOFI SoFi Technologies, Inc.
-0.97%
-$1,862.4 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,180.4 
O Realty Income Corporation
-0.87%
-$2,559.76 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$3,018.07 
GILD Gilead Sciences Inc.
-0.81%
-$2,025.49 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,018.95 
CVS CVS Health Corporation
-0.75%
-$4,245.46 
MA Mastercard Incorporated
-0.74%
-$7,603.26 
BLK BlackRock, Inc.
-0.73%
-$4,644.35 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,053.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$75,174.92 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$1,410.94 
AMGN Amgen Inc.
-0.64%
-$4,297.86 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1.22M 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$8,591.94 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$1,340.24 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,473.51 
AMT American Tower Corporation
-0.63%
-$1,535.61 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$2,488.22 
EME EMCOR Group, Inc.
-0.62%
-$2,089.62 
PM Philip Morris International Inc.
-0.61%
-$4,135.86 
ECL Ecolab Inc.
-0.61%
-$2,819.79 
DHR Danaher Corporation
-0.61%
-$1,848.07 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$1,290.87 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$9,389.8 
ROST Ross Stores, Inc.
-0.59%
-$2,379 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,346.36 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$4,132.5 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$4,501.92 
SCHF Schwab International Equity ETF
-0.58%
-$11,866.4 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$19,991.4 
SBUX Starbucks Corporation
-0.57%
-$1,795.8 
PRU Prudential Financial, Inc.
-0.56%
-$1,506.27 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,594.24 
VNQ Vanguard Real Estate ETF
-0.54%
-$15,837.12 
COF Capital One Financial Corporation
-0.54%
-$3,552.74 
LLY Eli Lilly and Company
-0.53%
-$11,009.48 
PHG Koninklijke Philips N.V.
-0.53%
-$1,329.86 
DFIS Dimensional International Small Cap ETF
-0.53%
-$310,719.92 
DFAR Dimensional US Real Estate ETF
-0.52%
-$325,640.28 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$2,013.44 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$9,363.44 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$4,728.45 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,440.24 
ALL Allstate Corporation
-0.49%
-$1,599.02 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$2,041 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,038.87 
IWM iShares Russell 2000 ETF
-0.47%
-$9,066.9 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$919.6 
DFIV Dimensional International Value ETF
-0.47%
-$318,571.65 
PEP PepsiCo, Inc.
-0.46%
-$2,085.12 
TRV The Travelers Companies, Inc.
-0.43%
-$2,474.34 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,084.34 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$911 
HD The Home Depot, Inc.
-0.42%
-$15,201.26 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$4,087.2 
VGT Vanguard Information Technology ETF
-0.38%
-$3,844.2 
AXP American Express Company
-0.38%
-$3,360.39 
FDX FedEx Corporation
-0.37%
-$1,101.7 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,653.8 
RSG Republic Services, Inc.
-0.37%
-$1,141.92 
ABNB Airbnb, Inc.
-0.37%
-$1,588.17 
TMUS T-Mobile US, Inc.
-0.36%
-$1,305.97 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$14,430.72 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$2,555.49 
CEG Constellation Energy Corporation
-0.31%
-$758.16 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$3,327.07 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$9,145.8 
VXF Vanguard Extended Market ETF
-0.3%
-$6,401.36 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$460,002.72 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,111.35 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$2,737.44 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$594.33 
VTV Vanguard Value ETF
-0.27%
-$23,817.31 
DUHP Dimensional US High Profitability ETF
-0.27%
-$208,262.67 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$32,628.89 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.26%
-$4,896.19 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,199 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,001.3 
IWN iShares Russell 2000 Value ETF
-0.25%
-$509.83 
A Agilent Technologies Inc.
-0.24%
-$560.68 
COST Costco Wholesale Corporation
-0.24%
-$6,548.07 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2,462.83 
BNDX Vanguard Total International Bond ETF
-0.23%
-$825.77 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$561.24 
VB Vanguard Small-Cap ETF
-0.22%
-$18,748.71 
FTMA Franklin Massachusetts Municipal Income ETF
-0.22%
-$4,464.82 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$999.44 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,751.1 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,428.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$26,473.32 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$1,160.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$584.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,217.28 
EPD Enterprise Products Partners L.P.
-0.18%
-$2,214.34 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$407.16 
BKNG Booking Holdings Inc.
-0.18%
-$661 
NTRS Northern Trust Corporation
-0.17%
-$453.75 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$326,145.21 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$4,485.21 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,016.88 
FITB Fifth Third Bancorp
-0.16%
-$354.69 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$3,400.9 
LNT Alliant Energy Corporation
-0.15%
-$342.87 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$3,322.55 
TPR Tapestry Inc.
-0.14%
-$341.67 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$404.55 
MUB iShares National Muni Bond ETF
-0.11%
-$459 
CFG Citizens Financial Group, Inc.
-0.11%
-$292.88 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$332.69 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,188.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,144.8 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$357.5 
VIK Viking Holdings Ltd
-0.1%
-$282.9 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$245.22 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$346.23 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$427.53 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$6,636.96 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$2,237.09 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$2,054.91 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$109,112.55 
VO Vanguard Mid-Cap ETF
-0.05%
-$642.32 
HOOD Robinhood Markets, Inc.
-0.05%
-$95.24 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$2,145.24 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$92.78 
VFQY Vanguard U.S. Quality Factor Fund
-0.04%
-$877.7 
V Visa Inc. Class A
-0.04%
-$571.3 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$332.24 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$527.5 
TGT Target Corporation
-0.01%
-$37.18 
UBER Uber Technologies, Inc.
-0.01%
-$38.94 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$111.05 Events
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Dividends
Dividend Analysis
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| Trades 9169 | Longs Won 4593/9169 50% | Profit Factor 20.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $483,199.59 |
| Average Win $106,014.48 | Best Trade (Aug 14) $18.53M | Sharpe Ratio -12.69 |
| Average Loss -$5,301.07 | Worst Trade (Aug 02) -$3.32M | Z-Score -16.08 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 6d | Expectancy $50,459.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 500,000 | 450,000 | 400,000 | 350,000 | 300,000 | 250,000 | 200,000 | 150,000 | 100,000 | 50,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8522 852234AK9 | 10,000 | $7,450 | $7,450 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 1,649 | $202,582.78 | $228,172.13 | - | $25,589.35 | 12.63% | -0.245% |
| AAPL Apple Inc. | 126,099 | $28.2M | $38.95M | - | $10.75M | 38.14% | -7.354% |
| ABBV AbbVie Inc. | 7,203 | $1.49M | $1.81M | - | $321,198.61 | 21.61% | -2.513% |
| ABNB Airbnb, Inc. | 2,836 | $374,115.86 | $429,710.72 | - | $55,594.86 | 14.86% | -0.368% |
| ABT Abbott Laboratories | 3,836 | $488,629.05 | $405,465.2 | - | -$83,163.85 | -17.02% | +0.085% |
| ADBE Adobe Inc. | 1,196 | $413,371.4 | $299,490.36 | - | -$113,881.04 | -27.55% | +1.013% |
| ADI Analog Devices, Inc. | 950 | $279,297.28 | $349,039.5 | - | $69,742.22 | 24.97% | +0.202% |
| ADP Automatic Data Processing Inc. | 1,086 | $308,438.25 | $289,375.55 | - | -$19,062.7 | -6.18% | +0.982% |
| AFL Aflac Inc. | 3,278 | $370,689.14 | $417,879.44 | - | $47,190.3 | 12.73% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,796 | $475,246.03 | $466,986.52 | - | -$8,259.51 | -1.74% | -0.256% |
| ALIT Alight Inc. | 13,904 | $7,786 | $236,089.92 | - | $228,303.92 | 2,932.24% | -7.061% |
| ALL Allstate Corporation | 1,230 | $265,069.09 | $324,818.38 | - | $59,749.29 | 22.54% | -0.49% |
| AMAT Applied Materials, Inc. | 2,280 | $536,646.67 | $1.16M | - | $620,840.95 | 115.69% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 6,595 | $1.19M | $3.14M | - | $1.95M | 162.96% | -1.904% |
| AMGN Amgen Inc. | 1,733 | $549,247.82 | $667,482.28 | - | $118,234.46 | 21.53% | -0.64% |
| AMP Ameriprise Financial, Inc. | 546 | $249,806.82 | $298,028.66 | - | $48,221.84 | 19.3% | +0.253% |
| AMT American Tower Corporation | 1,396 | $233,547.73 | $242,010.56 | - | $8,462.83 | 3.62% | -0.631% |
| AMZN Amazon.com Inc | 41,967 | $8.6M | $11.4M | - | $2.8M | 32.55% | +15.321% |
| ANET Arista Networks, Inc. | 4,953 | $648,991.74 | $893,273.6 | - | $244,281.86 | 37.64% | +5.456% |
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FAQ
Which stocks have generated the highest profits for Alexandra Stickelman?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Equity Market ETF - $37.26M, Dimensional US Marketwide Value ETF - $11.31M, Dimensional International Core Equity Market ETF - $11.27M, Dimensional U.S. Core Equity 2 ETF - $8.08M, and Dimensional Core Fixed Income ETF - $7.54M. 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: HubSpot, Inc - $240,337.6, Strategy Inc - $195,774.2, Salesforce Inc - $133,778.56, Dow Inc - $120,456.25, and Intuit Inc - $116,792.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alexandra Stickelman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $57.6M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $7.54M, Dimensional International Core Equity Market ETF - $7.47M, Dimensional Short-Duration Fixed Income ETF - $6.99M, Dimensional U.S. Equity Market ETF - $5.43M, and Dimensional Emerging Core Equity Market ETF - $3.37M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alexandra Stickelman's monthly returns?
Alexandra Stickelman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Alexandra Stickelman's strategy be considered aggressive or moderate?
Alexandra Stickelman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Alexandra Stickelman's strategy?
Alexandra Stickelman's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
