Shawn Scholz Portfolio
Invests via Impact Partnership Wealth, LLC | Managed by Shawn Scholz, David Callanan
Invests via Impact Partnership Wealth, LLC
Managed by Shawn Scholz, David Callanan
Automatically Tracked
Shawn Scholz Profile
Investor and operator focused on scaling early-stage technology businesses, Shawn Scholz brings operating leadership across product, go-to-market and growth functions to founder-led teams. Active as an angel and seed investor, concentrates capital in SaaS, fintech and marketplace models and often takes board or advisor roles to support commercialization and fundraising. Market-facing strengths include unit economics, customer acquisition strategy and founder coaching.
Investor and operator focused on scaling early-stage technology businesses, Shawn Scholz brings operating leadership across product, go-to-market and growth functions to founder-led teams. Active as an angel and seed investor, concentrates capital in SaaS, fintech and marketplace models and often takes board or advisor roles to support commercialization and fundraising. Market-facing strengths include unit economics, customer acquisition strategy and founder coaching.
Investment Philosophy & Strategy
Adopts a hands‑on, founder‑centric investment approach focused on early‑stage SaaS, fintech and marketplace models, prioritizing unit economics, repeatable customer acquisition and scalable go‑to‑market playbooks. Allocates concentrated seed and angel capital with selective follow‑on reserves, frequently taking board or advisor roles to de‑risk commercialization and fundraising. Investment horizon emphasizes rapid scale and capital efficiency; underwriting favors clear monetization paths, defensible unit margins and measurable growth KPIs.
Adopts a hands‑on, founder‑centric investment approach focused on early‑stage SaaS, fintech and marketplace models, prioritizing unit economics, repeatable customer acquisition and scalable go‑to‑market playbooks. Allocates concentrated seed and angel capital with selective follow‑on reserves, frequently taking board or advisor roles to de‑risk commercialization and fundraising. Investment horizon emphasizes rapid scale and capital efficiency; underwriting favors clear monetization paths, defensible unit margins and measurable growth KPIs.
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:
55.78%
Gain -0.74%
Monthly
1.06%
Yearly
13.44%
Drawdown
14.52%
$1.04B
Equity
Holdings
$1.04B
Investment
$941.35M
$178.32M
Profit -$5.1M
Realized
$81.88M
Unrealized
$96.45M
Dividends
$46.53M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.74%
Profit
-$5.1M
Win %
60%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$6.04M
Win %
60%
This Month
Compared to last month
Gain
0.57%
Profit
$5.86M
Win %
60%
This Year
Compared to last year
Gain
0.99%
Profit
$10.23M
Win %
60%
RRC Range Resources Corporation
+3.77%
+$30,549.48 
CHRD Chord Energy Corp
+3.76%
+$10,105.38 
EXE Expand Energy Corporation
+3.44%
+$61,350 
APA APA Corporation
+3.05%
+$39,179.52 
COP ConocoPhillips
+2.89%
+$106,977.2 
VRNS Varonis Systems, Inc.
+2.87%
+$12,407.28 
SWKS Skyworks Solutions Inc.
+2.83%
+$10,200.97 
EOG EOG Resources, Inc.
+2.81%
+$75,609.18 
DVN Devon Energy Corporation
+2.64%
+$47,105.5 
RTX RTX Corporation
+2.62%
+$11,108.3 
LMT Lockheed Martin Corporation
+2.49%
+$32,780.5 
LNG Cheniere Energy Inc.
+2.33%
+$54,593.88 
PM Philip Morris International Inc.
+2.23%
+$19,566.06 
FTI TechnipFMC plc
+2.15%
+$32,094.51 
VSNT Versant Media Group, Inc.
+2.08%
+$10,465.65 
PEP PepsiCo, Inc.
+2.06%
+$23,312.05 
XLE Energy Select Sector SPDR Fund
+1.97%
+$8,385.31 
CVX Chevron Corporation
+1.93%
+$36,293.86 
WEC WEC Energy Group Inc.
+1.92%
+$7,756.08 
NFG National Fuel Gas Company
+1.86%
+$16,433.76 
AEE Ameren Corporation
+1.82%
+$4,278.96 
FAF First American Financial Corporation
+1.82%
+$15,358.03 
F Ford Motor Company
+1.79%
+$8,443.16 
SO The Southern Company
+1.78%
+$5,577.61 
DUK Duke Energy Corporation
+1.72%
+$3,747.4 
ED Consolidated Edison, Inc.
+1.64%
+$9,057.6 
PPC Pilgrim's Pride Corporation
+1.63%
+$3,629.34 
TAP Molson Coors Beverage Company
+1.61%
+$3,722.67 
HST Host Hotels & Resorts Inc.
+1.59%
+$6,213.76 
ROK Rockwell Automation, Inc.
+1.56%
+$9,290.96 
RLI RLI Corp.
+1.47%
+$9,397.5 
USB U.S. Bancorp
+1.41%
+$13,957.11 
NEM Newmont Corporation
+1.4%
+$28,082.7 
KO The Coca-Cola Company
+1.39%
+$11,536.2 
COST Costco Wholesale Corporation
+1.36%
+$5,313.3 
CMCSA Comcast Corp
+1.35%
+$8,261.18 
NOV Nov Inc.
+1.34%
+$2,665.75 
WFRD Weatherford International plc
+1.27%
+$6,237.1 
SRE Sempra
+1.25%
+$3,022.72 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.24%
+$122,136.42 
TFC Truist Financial Corporation
+1.24%
+$8,431.8 
ALL Allstate Corporation
+1.23%
+$25,433.69 
FE FirstEnergy Corp.
+1.23%
+$5,957.84 
MRK Merck & Co., Inc.
+1.23%
+$12,447.54 
HDV iShares Core High Dividend ETF
+1.17%
+$3,325.11 
HSY The Hershey Company
+1.17%
+$5,578.66 
XLU Utilities Select Sector SPDR Fund
+1.16%
+$3,714.61 
GE General Electric Company
+1.11%
+$2,780.52 
NEE NextEra Energy, Inc.
+1.11%
+$2,390.5 
SMA SmartStop Self Storage REIT Inc.
+1.1%
+$3,424.12 
CINF Cincinnati Financial Corporation
+1.09%
+$15,851.46 
OGE Oge Energy Corp.
+1.08%
+$3,396.09 
EXR Extra Space Storage Inc.
+1.06%
+$5,131.9 
ACGL Arch Capital Group Ltd
+1.01%
+$16,945.31 
ORI Old Republic International Corp.
+1.01%
+$11,110.71 
EG Everest Group, Ltd.
+1.01%
+$12,983.01 
HUN Huntsman Corporation
+0.99%
+$1,203.94 
SW Smurfit WestRock PLC
+0.98%
+$4,044.74 
THG Hanover Insurance Group, Inc.
+0.98%
+$7,559.7 
RNR Renaissancere Holdings Ltd.
+0.97%
+$11,068.76 
CAG Conagra Brands Inc.
+0.95%
+$2,063.47 
VZ Verizon Communications Inc.
+0.9%
+$8,896.4 
JPM JPMorgan Chase & Co.
+0.87%
+$9,300.36 
POOL Pool Corporation
+0.82%
+$1,534.5 
PG Procter & Gamble Co
+0.82%
+$13,159.29 
PSA Public Storage Common Stock
+0.81%
+$5,477.9 
HIG The Hartford Insurance Group, Inc.
+0.79%
+$12,729.15 
WMT Walmart Inc.
+0.79%
+$15,748.12 
LLY Eli Lilly and Company
+0.78%
+$23,715.58 
EXLS ExlService Holdings Inc.
+0.77%
+$5,810.14 
CF CF Industries Holdings, Inc.
+0.76%
+$9,704.49 
DINO HF Sinclair Corporation
+0.75%
+$13,693.32 
KMB Kimberly-Clark Corporation
+0.73%
+$4,785.84 
HXL Hexcel Corporation
+0.73%
+$3,575.88 
JNJ Johnson & Johnson
+0.71%
+$9,240.05 
HD The Home Depot, Inc.
+0.71%
+$12,493.26 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$2,227.94 
LOW Lowe's Companies Inc.
+0.69%
+$2,407.2 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.69%
+$1,983.1 
CRUS Cirrus Logic, Inc.
+0.66%
+$2,781.36 
AAPL Apple Inc.
+0.65%
+$107,476.86 
BRX Brixmor Property Group Inc.
+0.64%
+$1,688.4 
PGR Progressive Corporation
+0.63%
+$17,516.25 
WFC Wells Fargo & Company
+0.63%
+$1,372.28 
OMF OneMain Holdings Inc.
+0.61%
+$1,329.74 
ABBV AbbVie Inc.
+0.6%
+$9,370.46 
CB Chubb Limited
+0.59%
+$13,557.54 
SQM Quimica y Minera Chilena S.A. ADR
+0.59%
+$2,467.08 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.57%
+$3,137.04 
TXN Texas Instruments Inc
+0.56%
+$4,535.73 
V Visa Inc. Class A
+0.53%
+$1,422.84 
BRK-B Berkshire Hathaway Inc.
+0.53%
+$6,957.96 
VLO Valero Energy Corporation
+0.52%
+$18,505.41 
SYF Synchrony Financial
+0.49%
+$6,942.22 
GEV GE Vernova Inc.
+0.48%
+$918.04 
ITW Illinois Tool Works Inc.
+0.47%
+$3,428.46 
MUSA Murphy USA Inc.
+0.46%
+$3,719.13 
SON Sonoco Products Co.
+0.46%
+$1,035 
PRI Primerica Inc.
+0.45%
+$2,280.92 
SPG Simon Property Group, Inc.
+0.45%
+$2,590.77 
CNA CNA Financial Corporation
+0.43%
+$1,723.64 
MRP Millrose Properties Inc.
+0.43%
+$2,666.74 
PFE Pfizer Inc.
+0.42%
+$1,343.62 
FTCS First Trust Capital Strength ETF
+0.41%
+$1,358.37 
BRK-A Berkshire Hathaway Inc.
+0.4%
+$3,189.01 
TPR Tapestry Inc.
+0.4%
+$5,283.36 
KNSL Kinsale Capital Group Inc.
+0.4%
+$2,495.37 
TRV The Travelers Companies, Inc.
+0.39%
+$9,784.21 
AU AngloGold Ashanti plc
+0.37%
+$8,253.5 
BBWI Bath & Body Works, Inc.
+0.37%
+$752.33 
EGP EastGroup Properties Inc.
+0.35%
+$1,076.15 
KDP Keurig Dr Pepper Inc.
+0.34%
+$2,064.48 
ADM Archer-Daniels-Midland Co
+0.33%
+$1,806.57 
ASML ASML Holding N.V. New York Registry Shares
+0.31%
+$702.13 
FNF Fidelity National Financial, Inc.
+0.3%
+$954.96 
TTC The Toro Company
+0.28%
+$2,381.12 
SPGI S&P Global Inc.
+0.26%
+$1,682.78 
MCK McKesson Corporation
+0.25%
+$7,688.1 
AMCR Amcor plc
+0.24%
+$1,122.77 
PAG Penske Automotive Group Inc.
+0.22%
+$1,055.92 
APD Air Products and Chemicals, Inc.
+0.21%
+$650.15 
KEY KeyCorp
+0.2%
+$853.24 
MTG MGIC Investment Corporation
+0.2%
+$1,283.97 
SNA Snap-on Inc.
+0.19%
+$2,165.8 
TSCO Tractor Supply Company
+0.17%
+$657.25 
ADP Automatic Data Processing Inc.
+0.16%
+$1,483.36 
WRB W.R. Berkley Corporation
+0.15%
+$2,352.79 
AMGN Amgen Inc.
+0.14%
+$2,914.01 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$363.29 
CAT Caterpillar Inc.
+0.13%
+$657.66 
VNQ Vanguard Real Estate ETF
+0.13%
+$3,662.8 
CFR Cullen/Frost Bankers Inc.
+0.13%
+$327.99 
XLF Financial Select Sector SPDR Fund
+0.11%
+$18,874.8 
ABT Abbott Laboratories
+0.1%
+$1,039.5 
PYPL PayPal Holdings Inc
+0.1%
+$2,806.86 
MCD McDonald's Corporation
+0.1%
+$811.75 
VTV Vanguard Value ETF
+0.1%
+$34,240.56 
CLOZ Panagram BBB-B CLO ETF
+0.1%
+$2,766.97 
AIZ Assurant Inc.
+0.09%
+$846.82 
TXXI BondBloxx IR+M Tax-Aware Intermediate Duration ETF
+0.09%
+$588.21 
TIP iShares TIPS Bond ETF
+0.08%
+$4,404.1 
ZION Zions Bancorporation, National Association
+0.08%
+$223.01 
AVDE Avantis International Equity ETF
+0.08%
+$248.92 
PPG PPG Industries Inc.
+0.07%
+$289.5 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.07%
+$296.49 
OZK Bank OZK
+0.07%
+$138.51 
FNB F.N.B. Corporation
+0.06%
+$115.57 
FXO First Trust Financials AlphaDEX Fund
+0.05%
+$98.7 
CLOI VanEck CLO ETF
+0.05%
+$1,187.75 
EVLN Eaton Vance Floating-Rate ETF
+0.04%
+$1,256.86 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$856.1 
FIGR Figure Technology Solutions Inc Cl A
+0.04%
+$87.72 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$2,928.2 
FCN Fti Consulting Inc.
+0.03%
+$179.06 
SHV iShares Short Treasury Bond ETF
+0.03%
+$882.98 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$587.38 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$730.82 
CLOA iShares AAA CLO ETF
+0.03%
+$670.92 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$630.96 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$205.69 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$33,760.86 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$1,606.6 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$37.08 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$194.96 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$35.91 
ADT ADT Inc.
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
FORM FormFactor Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
PGRI Putnam International Stock ETF
0%
$0 CGC
CGC
0%
$0 PCMM
PCMM
0%
$0 
CRWV CoreWeave, Inc.
-11.34%
-$22,025.48 
EXOD Exodus Movement, Inc.
-10.1%
-$9,004.21 
KNDI Kandi Technologies Group Inc.
-9.82%
-$1,042.27 
S SentinelOne Inc.
-8.71%
-$41,977.98 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-7.94%
-$7,242 
FTNT Fortinet Inc.
-7.76%
-$84,818.84 
PANW Palo Alto Networks, Inc.
-7.69%
-$73,392.93 
IONQ IonQ, Inc.
-7.63%
-$12,122.74 
IOT Samsara Inc. Class A Common Stock
-7.35%
-$44,408.44 
PLTR Palantir Technologies Inc.
-7.15%
-$151,516.44 
CRWD CrowdStrike Holdings, Inc.
-7.05%
-$100,336.86 
DDOG Datadog, Inc. Class A Common Stock
-6.99%
-$47,809.09 
NET Cloudflare Inc.
-6.87%
-$65,342.11 
RBRK Rubrik, Inc.
-6.84%
-$65,747.64 
QLYS Qualys, Inc.
-6.5%
-$31,964.03 
BBAI BigBear.ai Holdings Inc.
-6.33%
-$3,176.67 
COHR Coherent Corp.
-6.21%
-$52,017.11 
GTLB GitLab Inc.
-6.01%
-$38,404.8 
TENB Tenable Holdings Inc.
-5.85%
-$26,875.5 
AUR Aurora Innovation, Inc.
-5.83%
-$10,552.18 
ESTC Elastic N.V.
-5.83%
-$36,679.23 
HPE Hewlett Packard Enterprise Company
-5.76%
-$62,421.84 
U Unity Software Inc.
-5.1%
-$38,153.44 
RNG RingCentral Inc.
-5.08%
-$57,526.14 
NOW ServiceNow, Inc.
-5.04%
-$37,400.05 
NTNX Nutanix, Inc.
-4.74%
-$30,902.56 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.72%
-$16,958.52 
INTC Intel Corporation
-4.51%
-$20,708.8 
CRDL Cardiol Therapeutics Inc.
-4.35%
-$542.5 
AMD Advanced Micro Devices, Inc.
-4.07%
-$69,524.8 
MU Micron Technology, Inc.
-3.93%
-$90,658.2 
ONTO Onto Innovation Inc.
-3.91%
-$8,806.32 
COIN Coinbase Global, Inc.
-3.82%
-$22,927.32 
ORCL Oracle Corporation
-3.81%
-$41,425.92 
AMBA Ambarella, Inc.
-3.8%
-$17,802.67 
MBLY Mobileye Global Inc.
-3.77%
-$4,833.08 
MRVL Marvell Technology, Inc.
-3.74%
-$39,529.54 
MKSI MKS Instruments Inc.
-3.69%
-$8,008.5 
ATEN A10 Networks, Inc.
-3.64%
-$11,285.92 
CHRW C.H. Robinson Worldwide, Inc.
-3.62%
-$36,324.19 
FXL First Trust Technology AlphaDEX Fund
-3.62%
-$9,987.5 
UI Ubiquiti Inc.
-3.6%
-$69,268.65 
LRCX Lam Research Corporation
-3.52%
-$13,976.31 
SNPS Synopsys, Inc.
-3.37%
-$15,815.79 
TXG 10x Genomics Inc.
-3.22%
-$30,776.97 
RBLX Roblox Corporation
-3.19%
-$17,509.46 
PEGA Pegasystems Inc.
-3.19%
-$18,936.01 
AVGO Broadcom Inc.
-3.17%
-$104,786.05 
TDC Teradata Corporation
-3.07%
-$13,254.72 
JBL Jabil Inc.
-3.06%
-$47,930.07 
META Meta Platforms Inc Class A
-3.04%
-$104,585.46 
FFIV F5 Inc.
-3.03%
-$12,649.75 
FSK FS KKR Capital Corp.
-3.03%
-$4,642.62 
PLTK Playtika Holding Corp
-2.98%
-$3,146.59 
NABL N-able Inc.
-2.94%
-$8,867.34 
CART Maplebear Inc.
-2.9%
-$26,438.77 
JKHY Jack Henry & Associates, Inc.
-2.89%
-$30,020.6 
ADBE Adobe Inc.
-2.73%
-$52,993.5 
TER Teradyne, Inc.
-2.7%
-$4,963.35 
NVEC Nve Corp.
-2.64%
-$6,443.66 
ETSY Etsy Inc.
-2.61%
-$21,773.85 
TSLA Tesla, Inc.
-2.55%
-$90,717.51 
SNX TD Synnex Corporation
-2.49%
-$31,927.8 
FTXL First Trust Nasdaq Semiconductor ETF
-2.38%
-$7,109.97 
XLK State Street Technology Select Sector SPDR ETF
-2.38%
-$221,535 
MTB M&T Bank Corporation
-2.34%
-$10,460.17 
EBAY eBay Inc.
-2.32%
-$16,718.88 
MSFT Microsoft Corp.
-2.3%
-$145,897.74 
ALAI Alger AI Enablers & Adopters ETF
-2.27%
-$4,627.82 
INTU Intuit Inc.
-2.25%
-$46,214.66 
CRSR Corsair Gaming Inc.
-2.19%
-$7,825.36 
XYZ Block, Inc.
-2.16%
-$13,860.37 
WT WisdomTree, Inc.
-2.15%
-$5,812.97 
DDS Dillard's Inc.
-2.14%
-$21,037.64 
AGNT eXp World Holdings Inc.
-2.12%
-$854.83 
CHWY Chewy Inc.
-2.11%
-$13,560.3 
TTWO Take-Two Interactive Software, Inc.
-2.1%
-$8,612.84 
GOOGL Alphabet Inc
-2.04%
-$89,909.3 
MEDP Medpace Holdings Inc.
-2%
-$20,701.77 
FSLR First Solar, Inc.
-1.98%
-$6,541.49 
GOOG Alphabet Inc
-1.95%
-$13,493.81 
CSCO Cisco Systems, Inc.
-1.9%
-$18,991.83 
SPCX Space Exploration Technologies Corp. Class A
-1.9%
-$9,760.02 
QQQ Invesco QQQ Trust, Series 1
-1.86%
-$1.03M 
FBCG Fidelity Blue Chip Growth Fund
-1.85%
-$4,045.28 
FPX First Trust US Equity Opportunities ETF
-1.83%
-$30,706.94 
JLL Jones Lang LaSalle Inc.
-1.78%
-$18,509.17 
QQQM Invesco NASDAQ 100 ETF
-1.76%
-$18,245.24 
CGNX Cognex Corporation
-1.73%
-$8,294.17 
VUG Vanguard Growth ETF
-1.68%
-$434,523.64 
BRNY Burney U.S. Factor Rotation Fund
-1.67%
-$3,936.7 
IWF iShares Russell 1000 Growth ETF
-1.67%
-$8,224.11 
WSO Watsco Inc.
-1.63%
-$4,713.89 
IRDM Iridium Communications Inc.
-1.61%
-$13,382.77 
ITRI Itron Inc.
-1.6%
-$5,493.04 
SPMO Invesco S&P 500 Momentum ETF
-1.6%
-$10,388.03 
XLC Communication Services Select Sector SPDR Fund
-1.55%
-$389,375.46 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.53%
-$8,556.31 
UNH UnitedHealth Group Incorporated
-1.53%
-$6,241.06 
AMZN Amazon.com Inc
-1.51%
-$63,659.58 
ENS EnerSys
-1.5%
-$3,791.77 
LSCC Lattice Semiconductor Corporation
-1.5%
-$7,111.74 
FSCO FS Credit Opportunities Corp.
-1.49%
-$4,808.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.47%
-$12,530.31 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.44%
-$7,594.7 
BEN Franklin Resources Inc.
-1.43%
-$5,461.2 
CDNS Cadence Design Systems, Inc.
-1.43%
-$6,766.37 
CTSH Cognizant Technology Solutions Corporation
-1.39%
-$22,734.84 
FIX Comfort Systems USA, Inc.
-1.38%
-$14,748.06 
AVEM Avantis Emerging Markets Equity ETF
-1.37%
-$3,126.04 
WU Western Union Co.
-1.35%
-$7,356.38 
LW Lamb Weston Holdings, Inc.
-1.35%
-$3,433.19 
IEMG iShares Core MSCI Emerging Markets ETF
-1.33%
-$9,005.85 
MSM MSC Industrial Direct Co., Inc.
-1.32%
-$2,920.24 
DLB Dolby Laboratories Inc.
-1.31%
-$3,147.41 
IBIT iShares Bitcoin Trust
-1.29%
-$28,873.8 
TGT Target Corporation
-1.27%
-$36,576.2 
GBTC Grayscale Bitcoin Trust ETF
-1.26%
-$3,804 
IQV IQVIA Holdings Inc.
-1.25%
-$37,468.1 
QCOM QUALCOMM Incorporated
-1.25%
-$11,691.84 
FTGS First Trust Growth Strength ETF
-1.23%
-$6,603.93 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.23%
-$5,089.84 
SPEM SPDR Portfolio Emerging Markets ETF
-1.22%
-$334,805.62 
DECK Deckers Outdoor Corporation
-1.21%
-$10,536.74 
VB Vanguard Small-Cap ETF
-1.19%
-$4,835.64 
BAMG Brookstone Growth Stock ETF
-1.17%
-$3,390.31 
XMMO Invesco S&P MidCap Momentum ETF
-1.17%
-$3,008.79 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$3,441.44 
GPK Graphic Packaging Holding Company
-1.09%
-$1,776.12 
EVR Evercore Inc.
-1.09%
-$8,939.16 
EMR Emerson Electric Co.
-1.08%
-$4,827.65 
ILMN Illumina, Inc.
-1.07%
-$12,680.6 
THIR Thor Index Rotation ETF
-1.07%
-$3,232.51 
XLG Invesco S&P 500 Top 50 ETF
-1.06%
-$4,184.72 
VRTX Vertex Pharmaceuticals Incorporated
-1.05%
-$3,149.44 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.04%
-$4,977.63 
LSTR Landstar System Inc.
-1.01%
-$6,223.04 
UTHR United Therapeutics Corporation
-1.01%
-$2,109.8 
TROW T. Rowe Price Group, Inc.
-1.01%
-$18,355.92 
BR Broadridge Financial Solutions, Inc.
-0.99%
-$4,773.07 
ETHA iShares Ethereum Trust
-0.99%
-$18,992.84 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$7,838.63 
OSK Oshkosh Corporation
-0.97%
-$6,438.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.96%
-$4,365.72 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.94%
-$2,915.49 
NYT New York Times Co.
-0.94%
-$7,642.6 
BBDC Barings BDC Inc.
-0.93%
-$979.84 
IBM International Business Machines Corporation
-0.92%
-$13,557.9 
EME EMCOR Group, Inc.
-0.9%
-$8,698.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.9%
-$15,889.96 
THO Thor Industries Inc.
-0.9%
-$1,855.35 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$6,551.87 
VOO Vanguard S&P 500 ETF
-0.9%
-$11,613.36 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.89%
-$392,130.36 
BAH Booz Allen Hamilton Holding Corporation
-0.87%
-$2,886.65 
SPY SPDR S&P 500 ETF Trust
-0.87%
-$100,431.49 
NXT Nextracker Inc.
-0.87%
-$2,270.7 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$3,108.69 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$2,771.51 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.82%
-$141,880.04 
OMC Omnicom Group Inc.
-0.81%
-$3,687.45 
MLI Mueller Industries Inc.
-0.8%
-$8,376.92 
IVV iShares Core S&P 500 ETF
-0.8%
-$29,697.22 
ALGN Align Technology, Inc.
-0.79%
-$5,847.88 
SPHQ Invesco S&P 500 Quality ETF
-0.78%
-$2,663.76 
MDT Medtronic plc
-0.77%
-$6,888.28 
SNDR Schneider National, Inc.
-0.74%
-$4,528.69 
CFG Citizens Financial Group, Inc.
-0.71%
-$3,540.15 
TTEK Tetra Tech, Inc.
-0.68%
-$4,895.52 
VCYT Veracyte Inc.
-0.65%
-$1,654.16 
PAYX Paychex Inc.
-0.63%
-$3,901.8 
SYY Sysco Corporation
-0.61%
-$4,956.07 
BAUG Innovator U.S. Equity Buffer ETF
-0.61%
-$2,524.8 
KD Kyndryl Holdings Inc.
-0.61%
-$4,139.04 
SLV iShares Silver Trust
-0.6%
-$5,668.69 
GILD Gilead Sciences Inc.
-0.58%
-$2,086.56 
NVDA NVIDIA Corporation
-0.58%
-$44,156.7 
UNP Union Pacific Corporation
-0.56%
-$2,828.5 
COLB Columbia Banking System, Inc.
-0.55%
-$1,113.57 
MBIN Merchants Bancorp Inc.
-0.55%
-$1,976.13 
EXPE Expedia Group, Inc.
-0.54%
-$10,194.72 
SEIC SEI Investments Company
-0.54%
-$5,583.55 
ACI Albertsons Companies, Inc.
-0.54%
-$1,059.03 
VO Vanguard Mid-Cap ETF
-0.52%
-$1,266.3 
NBIX Neurocrine Biosciences Inc.
-0.51%
-$886.2 
SOLS Sollensys Corp
-0.49%
-$736.77 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.48%
-$1,925.2 
INCY Incyte Corporation
-0.46%
-$7,738.64 
FALN iShares Fallen Angels USD Bond ETF
-0.45%
-$16,600.37 
UAUG Innovator U.S. Equity Ultra Fund
-0.43%
-$3,611.76 
FPXI First Trust International Equity Opportunities Fund
-0.42%
-$4,782.79 
GLDM SPDR Gold MiniShares Trust
-0.41%
-$953.36 
GLD SPDR Gold Shares
-0.41%
-$88,789.05 
SIRI Sirius XM Holdings Inc.
-0.41%
-$1,194.39 
CORO Ishares International Country Rotational Active ETF
-0.41%
-$1,344.01 
GAP Gap Inc.
-0.41%
-$1,164.8 
HWC Hancock Whitney Corporation
-0.38%
-$1,171.05 
RDVY First Trust Rising Dividend Achievers ETF
-0.38%
-$2,551.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.37%
-$14,333.28 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.37%
-$387.94 
IXUS iShares Core International Stock ETF
-0.35%
-$1,317.03 
DV DoubleVerify Holdings Inc.
-0.33%
-$2,725.38 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.32%
-$6,097.56 
LKQ LKQ Corporation
-0.31%
-$555.17 
BAMV Brookstone Value Stock ETF
-0.31%
-$862.73 
KNGZ FT S&P 500 Dividend Aristocrats ETF
-0.31%
-$780.99 
SPHY SPDR Portfolio High Yield Bond ETF
-0.31%
-$16,038.33 
REYN Reynolds Consumer Products Inc.
-0.31%
-$628.32 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.31%
-$6,307.8 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.29%
-$7,660.32 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.29%
-$16,060.94 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.28%
-$8,095.34 
NSC Norfolk Southern Corporation
-0.28%
-$701.03 
PYLD PIMCO Multisector Bond Active ETF
-0.27%
-$5,843.15 
BWA BorgWarner Inc.
-0.27%
-$2,531.68 
FLJP Franklin FTSE Japan ETF
-0.27%
-$39,332.15 
FIW First Trust Water ETF
-0.27%
-$660.06 
MBB iShares MBS ETF
-0.25%
-$37,432.5 
REX Rex American Resources Corporation
-0.24%
-$466.1 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.23%
-$1,423.01 
TDY Teledyne Technologies Incorporated
-0.23%
-$472.85 
SRLN SPDR Blackstone Senior Loan ETF
-0.22%
-$5,174.46 
FHB First Hawaiian, Inc.
-0.22%
-$447.87 
UMAR Innovator U.S. Equity Ultra Fund
-0.22%
-$2,301.52 
PRSD State Street Short Duration IG Public & Private Credit ETF
-0.2%
-$74,563.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.18%
-$1,351.5 
ACN Accenture plc Class A
-0.18%
-$6,677.6 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.18%
-$381.22 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.18%
-$1,264.9 
UAPR Innovator U.S. Equity Ultra ETF
-0.17%
-$447.24 
GIS General Mills, Inc.
-0.15%
-$624.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$482.44 
BKLN Invesco Senior Loan ETF
-0.15%
-$4,268.73 
IUSB iShares Core Universal USD Bond ETF
-0.15%
-$282.81 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.15%
-$1,245.72 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$1,173.93 
JEPI JPMorgan Equity Premium Income Fund
-0.14%
-$401.36 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.14%
-$7,906.5 
CWEN Clearway Energy Inc.
-0.13%
-$484 
MA Mastercard Incorporated
-0.13%
-$866.75 
FTCB First Trust Core Investment Grade ETF
-0.12%
-$1,163.08 
BAC Bank of America Corporation
-0.12%
-$367.74 
VIG Vanguard Dividend Appreciation ETF
-0.11%
-$382.52 
XLI Industrial Select Sector SPDR Fund
-0.11%
-$252.32 
AOS A. O. Smith Corporation
-0.1%
-$601.74 
ADI Analog Devices, Inc.
-0.1%
-$298.36 
BA Boeing Company
-0.09%
-$619.82 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$378.63 
FTSL First Trust Senior Loan ETF
-0.07%
-$1,984.12 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$211.82 
PB Prosperity Bancshares Inc.
-0.07%
-$123.53 
HALO Halozyme Therapeutics Inc.
-0.07%
-$726 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.06%
-$462.77 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.06%
-$9,185.9 
IEFA iShares Core MSCI EAFE ETF
-0.05%
-$450.05 
JHG Janus Henderson Group plc
-0.04%
-$233.04 
JBBB Janus Henderson B-BBB CLO ETF
-0.03%
-$962.85 
GNTX Gentex Corporation
-0.02%
-$130.71 
FMB First Trust Managed Municipal Fund
-0.02%
-$84.99 
BINC iShares Flexible Income Active ETF
-0.02%
-$450.21 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.01%
-$2,189.55 
CSHI Neos Enhanced Income Cash Alternative ETF
-0.01%
-$218.78 
VGK Vanguard FTSE Europe ETF
-0.01%
-$2,941.04 Events
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Dividends
Dividend Analysis
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| Trades 5565 | Longs Won 3277/5565 58% | Profit Factor 4.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,570.24 |
| Average Win $68,521.29 | Best Trade (Oct 15) $6.57M | Sharpe Ratio -39.47 |
| Average Loss -$20,202.08 | Worst Trade (Sep 30) -$1.75M | Z-Score -12.91 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4d | Expectancy $32,043.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 48,413 | $9.28M | $16.66M | - | $7.39M | 79.62% | +0.649% |
| ABBV AbbVie Inc. | 5,512 | $1.3M | $1.57M | - | $268,028.21 | 20.56% | +0.6% |
| ABT Abbott Laboratories | 9,450 | $857,448 | $990,265.5 | - | $132,817.5 | 15.49% | +0.105% |
| ACGL Arch Capital Group Ltd | 16,861 | $1.62M | $1.69M | - | $71,838.35 | 4.44% | +1.012% |
| ACI Albertsons Companies, Inc. | 15,129 | $204,697 | $196,071.84 | - | -$8,625.16 | -4.21% | -0.537% |
| ACN Accenture plc Class A | 16,694 | $2.91M | $3.75M | - | $841,050.93 | 28.93% | -0.178% |
| ADBE Adobe Inc. | 7,725 | $2.34M | $1.89M | - | -$444,529.09 | -19.03% | -2.726% |
| ADI Analog Devices, Inc. | 765 | $217,293.54 | $308,723.4 | - | $91,429.86 | 42.08% | -0.097% |
| ADM Archer-Daniels-Midland Co | 6,691 | $511,181 | $556,691.2 | - | $45,510.2 | 8.9% | +0.326% |
| ADP Automatic Data Processing Inc. | 3,224 | $674,685.62 | $922,418.96 | - | $247,733.34 | 36.72% | +0.161% |
| ADT ADT Inc. | 30,315 | $197,048 | $208,112.47 | - | $11,064.47 | 5.62% | 0.0 |
| AEE Ameren Corporation | 2,264 | $226,904.17 | $239,191.6 | - | $12,287.43 | 5.42% | +1.822% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,446 | $336,830.83 | $328,300.42 | - | -$8,530.41 | -2.53% | -0.147% |
| AGNT eXp World Holdings Inc. | 10,324 | $55,851 | $39,512.01 | - | -$16,338.99 | -29.25% | -2.118% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,114 | $501,142.89 | $407,996.9 | - | -$93,145.99 | -18.59% | -1.232% |
| AIZ Assurant Inc. | 3,257 | $746,820.42 | $918,897.41 | - | $172,076.99 | 23.04% | +0.092% |
| ALAI Alger AI Enablers & Adopters ETF | 4,582 | $209,104 | $199,454.46 | - | -$9,649.54 | -4.61% | -2.268% |
| ALGN Align Technology, Inc. | 4,971 | $852,178.87 | $736,521.26 | - | -$115,657.61 | -13.57% | -0.788% |
| ALL Allstate Corporation | 8,607 | $1.78M | $2.09M | - | $303,679.45 | 17.02% | +1.233% |
| AMBA Ambarella, Inc. | 7,387 | $488,677.33 | $450,163.78 | - | -$38,513.55 | -7.88% | -3.804% |
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FAQ
Which stocks have generated the highest profits for Shawn Scholz?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $16.38M, Vanguard FTSE Europe ETF - $12.43M, SPDR Bloomberg 1-3 Month T-Bill ETF - $10.15M, SPDR Portfolio Emerging Markets ETF - $6.64M, and Vanguard Growth ETF - $5.76M. 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: Ark 21Shares Bitcoin ETF - $532,064.32, HP Inc - $410,775.17, Skyworks Solutions Inc - $386,857.74, Vanguard Small-Cap ETF - $380,063.71, and Gartner Inc - $347,219.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shawn Scholz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $46.53M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $10.39M, Vanguard FTSE Europe ETF - $3.03M, iShares 0-3 Month Treasury Bond ETF - $1.74M, SPDR Portfolio Short Term Treasury ETF - $1.69M, and Vanguard Value ETF - $1.65M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shawn Scholz's monthly returns?
Shawn Scholz'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 Shawn Scholz's strategy be considered aggressive or moderate?
Shawn Scholz'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 Shawn Scholz's strategy?
Shawn Scholz'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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