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:
52.29%
Gain -0.7%
Monthly
1.13%
Yearly
14.4%
Drawdown
14.52%
$1.05B
Equity
Holdings
$1.05B
Investment
$941.34M
$186.65M
Profit -$5.14M
Realized
$81.88M
Unrealized
$104.78M
Dividends
$43.34M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$5.14M
Win %
64%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$5.24M
Win %
64%
This Month
Compared to last month
Gain
-0.49%
Profit
-$5.14M
Win %
64%
This Year
Compared to last year
Gain
1.81%
Profit
$18.6M
Win %
64%
AMBA Ambarella, Inc.
+16.07%
+$87,979.2 
AMZN Amazon.com Inc
+15.32%
+$596,582.63 
DLB Dolby Laboratories Inc.
+13.58%
+$27,831.77 
NABL N-able Inc.
+7.34%
+$21,018.88 
GOOG Alphabet Inc
+6.88%
+$46,192.67 
GOOGL Alphabet Inc
+6.73%
+$283,346.7 
COHR Coherent Corp.
+5.55%
+$46,233.73 
FTNT Fortinet Inc.
+4.99%
+$46,253.9 
CRDL Cardiol Therapeutics Inc.
+4.96%
+$651 
SOLS Sollensys Corp
+4.84%
+$6,983.36 
SNDR Schneider National, Inc.
+4.69%
+$30,833.6 
SNPS Synopsys, Inc.
+4.41%
+$16,446.45 
UI Ubiquiti Inc.
+4.37%
+$72,571.76 
CGNX Cognex Corporation
+4.18%
+$22,518.9 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$20,856.36 
RNG RingCentral Inc.
+4%
+$30,321.66 
FTI TechnipFMC plc
+3.98%
+$59,822.42 
AGNT eXp World Holdings Inc.
+3.85%
+$1,548.6 
WFRD Weatherford International plc
+3.64%
+$20,115.48 
S SentinelOne Inc.
+3.59%
+$13,614.46 
FFIV F5 Inc.
+3.56%
+$12,631.49 
AUR Aurora Innovation, Inc.
+3.37%
+$7,034.79 
META Meta Platforms Inc Class A
+3.28%
+$82,547.88 
ONTO Onto Innovation Inc.
+3.22%
+$7,834.31 
LSTR Landstar System Inc.
+3.21%
+$19,309.08 
KNDI Kandi Technologies Group Inc.
+3.08%
+$514.7 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$32,824.8 
WT WisdomTree, Inc.
+3.03%
+$7,125.57 
MSFT Microsoft Corp.
+3.02%
+$159,994.02 
NVDA NVIDIA Corporation
+2.93%
+$200,107.2 
APA APA Corporation
+2.73%
+$26,935.92 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$36,067.3 
EVR Evercore Inc.
+2.46%
+$24,638.76 
FSLR First Solar, Inc.
+2.44%
+$9,266.93 
ESTC Elastic N.V.
+2.4%
+$9,962.26 
CVX Chevron Corporation
+2.35%
+$38,736.4 
GTLB GitLab Inc.
+2.34%
+$9,029.7 
MRVL Marvell Technology, Inc.
+2.32%
+$18,658.8 
TTEK Tetra Tech, Inc.
+2.19%
+$14,790.72 
EOG EOG Resources, Inc.
+2.19%
+$55,980.9 
DVN Devon Energy Corporation
+2.17%
+$34,785.6 
CDNS Cadence Design Systems, Inc.
+2.16%
+$10,533.57 
QLYS Qualys, Inc.
+2.15%
+$7,755.01 
CSCO Cisco Systems, Inc.
+2.14%
+$22,081.41 
LNG Cheniere Energy Inc.
+2.13%
+$46,350.22 
JBL Jabil Inc.
+2.12%
+$35,647.26 
PSA Public Storage Common Stock
+2.12%
+$15,402.24 
BEN Franklin Resources Inc.
+2.08%
+$8,373.84 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$6,261.81 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$6,277.09 
ROK Rockwell Automation, Inc.
+1.93%
+$12,806.81 
DV DoubleVerify Holdings Inc.
+1.9%
+$12,718.44 
PANW Palo Alto Networks, Inc.
+1.89%
+$15,848.55 
FIX Comfort Systems USA, Inc.
+1.88%
+$22,963.83 
IONQ IonQ, Inc.
+1.87%
+$3,100.09 
TSCO Tractor Supply Company
+1.85%
+$6,692 
ORCL Oracle Corporation
+1.81%
+$18,690.21 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$4,793.68 
EXE Expand Energy Corporation
+1.74%
+$31,607.5 
PEGA Pegasystems Inc.
+1.73%
+$8,599.74 
ADT ADT Inc.
+1.73%
+$3,940.95 
CINF Cincinnati Financial Corporation
+1.69%
+$25,552.81 
HPE Hewlett Packard Enterprise Company
+1.61%
+$14,035.68 
ACN Accenture plc Class A
+1.61%
+$43,905.39 
MSM MSC Industrial Direct Co., Inc.
+1.6%
+$3,274.72 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$7,528.63 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$371,473.14 
CHRD Chord Energy Corp
+1.54%
+$3,857.43 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$7,547.38 
VZ Verizon Communications Inc.
+1.52%
+$15,568.7 
LMT Lockheed Martin Corporation
+1.5%
+$21,350.62 
RRC Range Resources Corporation
+1.49%
+$11,553.97 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$11,593.14 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,570.56 
SNX TD Synnex Corporation
+1.42%
+$18,000.24 
GE General Electric Company
+1.42%
+$4,018.97 
MKSI MKS Instruments Inc.
+1.42%
+$3,942.52 
TDC Teradata Corporation
+1.41%
+$5,937.01 
ALAI Alger AI Enablers & Adopters ETF
+1.4%
+$2,721.71 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$3,349.99 
NVEC Nve Corp.
+1.26%
+$3,416.2 
CMCSA Comcast Corp
+1.23%
+$8,121.16 
COP ConocoPhillips
+1.22%
+$37,833.43 
WFC Wells Fargo & Company
+1.19%
+$2,691.78 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$2,402.45 
ITW Illinois Tool Works Inc.
+1.15%
+$8,843.25 
THG Hanover Insurance Group, Inc.
+1.1%
+$8,610.61 
VUG Vanguard Growth ETF
+1.1%
+$267,620.52 
RBRK Rubrik, Inc.
+1.09%
+$6,315.66 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$3,938.56 
NOW ServiceNow, Inc.
+1.05%
+$5,800 
ADBE Adobe Inc.
+1.01%
+$19,389.83 
XLE Energy Select Sector SPDR Fund
+1%
+$3,776.59 
TDY Teledyne Technologies Incorporated
+0.98%
+$2,127.88 
ADP Automatic Data Processing Inc.
+0.98%
+$8,350.13 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,813.44 
HWC Hancock Whitney Corporation
+0.93%
+$2,996.2 
UNP Union Pacific Corporation
+0.92%
+$4,661.84 
IBM International Business Machines Corporation
+0.86%
+$12,044.33 
BBWI Bath & Body Works, Inc.
+0.85%
+$1,705.27 
GEV GE Vernova Inc.
+0.85%
+$1,720.17 
MCD McDonald's Corporation
+0.82%
+$7,143.43 
ITRI Itron Inc.
+0.82%
+$3,271.59 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,925.6 
EMR Emerson Electric Co.
+0.79%
+$3,236.77 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$5,555.99 
AEE Ameren Corporation
+0.79%
+$1,947.04 
FORM FormFactor Inc.
+0.78%
+$2,737.98 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$208,918.71 
TSLA Tesla, Inc.
+0.76%
+$23,132.52 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,535.97 
BAMG Brookstone Growth Stock ETF
+0.74%
+$2,045.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,842.29 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$775.88 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$79,689.25 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,874.43 
ENS EnerSys
+0.7%
+$1,903.2 
CAT Caterpillar Inc.
+0.7%
+$3,844.25 
BMY Bristol-Myers Squibb Company
+0.69%
+$16,178.4 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$6,691.06 
IVV iShares Core S&P 500 ETF
+0.69%
+$24,683.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,024.79 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$11,433.02 
NOV Nov Inc.
+0.67%
+$1,386.19 
PLTR Palantir Technologies Inc.
+0.65%
+$8,452.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$336,161.28 
SYY Sysco Corporation
+0.63%
+$5,201.42 
EXPE Expedia Group, Inc.
+0.62%
+$11,641.92 
OZK Bank OZK
+0.61%
+$1,431.27 
TER Teradyne, Inc.
+0.6%
+$1,179.21 
EXOD Exodus Movement, Inc.
+0.56%
+$442.83 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$2,875.66 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$5,647.32 
BAMV Brookstone Value Stock ETF
+0.55%
+$1,507.9 
THIR Thor Index Rotation ETF
+0.54%
+$1,608.66 
AOS A. O. Smith Corporation
+0.54%
+$3,209.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,339.64 
RNR Renaissancere Holdings Ltd.
+0.51%
+$5,368.75 
MBLY Mobileye Global Inc.
+0.51%
+$690.44 
PLTK Playtika Holding Corp
+0.5%
+$968.18 
NSC Norfolk Southern Corporation
+0.46%
+$1,181.12 
PAYX Paychex Inc.
+0.44%
+$2,842.74 
EBAY eBay Inc.
+0.43%
+$2,869.45 
PFE Pfizer Inc.
+0.4%
+$1,074.9 
RTX RTX Corporation
+0.39%
+$1,904.28 
VLO Valero Energy Corporation
+0.38%
+$9,533.09 
AVGO Broadcom Inc.
+0.37%
+$13,836.96 
PG Procter & Gamble Co
+0.37%
+$5,406.53 
FPXI First Trust International Equity Opportunities Fund
+0.37%
+$4,343.25 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,689.06 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$2,466.13 
BAC Bank of America Corporation
+0.36%
+$1,348.38 
ZION Zions Bancorporation, National Association
+0.35%
+$1,070.4 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$29,910.96 
SNA Snap-on Inc.
+0.33%
+$4,331.64 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$953.23 
TTC The Toro Company
+0.32%
+$2,466.16 
MRK Merck & Co., Inc.
+0.32%
+$2,867.2 
FTGS First Trust Growth Strength ETF
+0.31%
+$1,668.36 
UMAR Innovator U.S. Equity Ultra Fund
+0.31%
+$3,162.77 
KD Kyndryl Holdings Inc.
+0.3%
+$2,069.52 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,843.77 
VSNT Versant Media Group, Inc.
+0.28%
+$1,610.1 
TENB Tenable Holdings Inc.
+0.28%
+$1,051.65 
UAPR Innovator U.S. Equity Ultra ETF
+0.27%
+$708.13 
JPM JPMorgan Chase & Co.
+0.27%
+$3,004.24 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$618.1 
SO The Southern Company
+0.21%
+$703.8 
UAUG Innovator U.S. Equity Ultra Fund
+0.21%
+$1,757.07 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$2,705.65 
FIW First Trust Water ETF
+0.2%
+$509.52 
ADI Analog Devices, Inc.
+0.2%
+$566.09 
OGE Oge Energy Corp.
+0.19%
+$599.31 
INTU Intuit Inc.
+0.18%
+$3,545.44 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$556.98 
USB U.S. Bancorp
+0.17%
+$1,895.38 
HST Host Hotels & Resorts Inc.
+0.16%
+$654.08 
KNSL Kinsale Capital Group Inc.
+0.15%
+$959.77 
CB Chubb Limited
+0.15%
+$3,421.68 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$481.3 
FTSL First Trust Senior Loan ETF
+0.11%
+$3,210.55 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$226.89 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$2,102.6 
FSK FS KKR Capital Corp.
+0.1%
+$142.85 
WMT Walmart Inc.
+0.09%
+$1,702.53 
ABT Abbott Laboratories
+0.09%
+$850.5 
BAUG Innovator U.S. Equity Buffer ETF
+0.08%
+$335.25 
PRSD State Street Short Duration IG Public & Private Credit ETF
+0.07%
+$25,351.73 
PB Prosperity Bancshares Inc.
+0.07%
+$137.25 
COLB Columbia Banking System, Inc.
+0.06%
+$140.78 
KNGZ FT S&P 500 Dividend Aristocrats ETF
+0.06%
+$155.48 
VRNS Varonis Systems, Inc.
+0.05%
+$182.46 
BKLN Invesco Senior Loan ETF
+0.05%
+$1,422.91 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$2,291.19 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$348.62 
HXL Hexcel Corporation
+0.04%
+$216.72 
HDV iShares Core High Dividend ETF
+0.04%
+$96.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$50,641.29 
BRX Brixmor Property Group Inc.
+0.03%
+$96.48 
SHV iShares Short Treasury Bond ETF
+0.03%
+$756.84 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$574.94 
TAP Molson Coors Beverage Company
+0.02%
+$59.09 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$638.36 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$437.55 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,673.26 
CLOA iShares AAA CLO ETF
+0.02%
+$447.28 
RLI RLI Corp.
+0.02%
+$107.4 
ILMN Illumina, Inc.
+0.01%
+$44.09 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CWEN Clearway Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 CGC
CGC
0%
$0 PCMM
PCMM
0%
$0 
RBLX Roblox Corporation
-26.85%
-$140,397.94 
VCYT Veracyte Inc.
-22.52%
-$76,775.84 
HUN Huntsman Corporation
-19.14%
-$32,718.84 
WU Western Union Co.
-17.3%
-$116,476.08 
COIN Coinbase Global, Inc.
-10.59%
-$56,567.15 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$23,674.2 
AAPL Apple Inc.
-7.35%
-$1.19M 
NXT Nextracker Inc.
-7.25%
-$22,017.96 
PPC Pilgrim's Pride Corporation
-6.75%
-$15,289.56 
TROW T. Rowe Price Group, Inc.
-6.31%
-$135,509.88 
MU Micron Technology, Inc.
-5.9%
-$127,887.36 
U Unity Software Inc.
-4.89%
-$28,140.32 
TXG 10x Genomics Inc.
-4.37%
-$28,531.44 
SIRI Sirius XM Holdings Inc.
-4.36%
-$14,461.2 
AU AngloGold Ashanti plc
-3.66%
-$73,067.75 
FIGR Figure Technology Solutions Inc Cl A
-3.49%
-$7,894.8 
CAG Conagra Brands Inc.
-3.46%
-$7,948.2 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$13,255.63 
SW Smurfit WestRock PLC
-3.26%
-$15,479.85 
ETHA iShares Ethereum Trust
-3.03%
-$45,628.44 
IBIT iShares Bitcoin Trust
-2.89%
-$51,010.38 
CRWV CoreWeave, Inc.
-2.88%
-$5,938.44 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$6,799.65 
FCN Fti Consulting Inc.
-2.85%
-$16,727.95 
INCY Incyte Corporation
-2.82%
-$51,640.54 
DECK Deckers Outdoor Corporation
-2.82%
-$28,333.23 
QCOM QUALCOMM Incorporated
-2.63%
-$20,919.62 
POOL Pool Corporation
-2.61%
-$5,466.98 
ABBV AbbVie Inc.
-2.51%
-$35,662.64 
ALGN Align Technology, Inc.
-2.45%
-$21,126.75 
DDS Dillard's Inc.
-2.32%
-$20,452.04 
BA Boeing Company
-2.15%
-$17,354.92 
NEM Newmont Corporation
-2.14%
-$35,536.75 
SLV iShares Silver Trust
-2.13%
-$20,852.88 
GPK Graphic Packaging Holding Company
-2.1%
-$4,300.08 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$9,388.62 
AMD Advanced Micro Devices, Inc.
-1.9%
-$28,089.66 
CRUS Cirrus Logic, Inc.
-1.9%
-$9,696.09 
LW Lamb Weston Holdings, Inc.
-1.87%
-$4,703 
JLL Jones Lang LaSalle Inc.
-1.85%
-$22,351.29 
GIS General Mills, Inc.
-1.84%
-$8,368.3 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$8,812.52 
SYF Synchrony Financial
-1.79%
-$26,611.92 
APD Air Products and Chemicals, Inc.
-1.77%
-$5,479.92 
ETSY Etsy Inc.
-1.77%
-$13,737.15 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,105.36 
ADM Archer-Daniels-Midland Co
-1.66%
-$8,965.94 
SQ Block, Inc.
-1.64%
-$10,847.25 
LRCX Lam Research Corporation
-1.58%
-$6,730.42 
REX Rex American Resources Corporation
-1.58%
-$3,216.09 
NET Cloudflare Inc.
-1.56%
-$13,260.87 
UTHR United Therapeutics Corporation
-1.54%
-$3,122.35 
PAG Penske Automotive Group Inc.
-1.5%
-$7,335.9 
GLD SPDR Gold Shares
-1.49%
-$316,821.32 
CNA CNA Financial Corporation
-1.48%
-$6,642.32 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$3,336.76 
KDP Keurig Dr Pepper Inc.
-1.43%
-$8,078.4 
GPS Gap Inc-The
-1.42%
-$3,555.69 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$862.64 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$9,149.7 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$23,968.84 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,074.27 
MUSA Murphy USA Inc.
-1.35%
-$12,259.75 
PPG PPG Industries Inc.
-1.35%
-$5,828.6 
MTG MGIC Investment Corporation
-1.35%
-$9,571.43 
OMF OneMain Holdings Inc.
-1.29%
-$3,207.02 
ATEN A10 Networks, Inc.
-1.27%
-$4,636.38 
REYN Reynolds Consumer Products Inc.
-1.27%
-$2,872.32 
EXLS ExlService Holdings Inc.
-1.25%
-$8,327.81 
NYT New York Times Co.
-1.24%
-$11,138.06 
HSY The Hershey Company
-1.23%
-$6,189.01 
F Ford Motor Company
-1.21%
-$6,908.04 
GNTX Gentex Corporation
-1.18%
-$7,319.48 
IQV IQVIA Holdings Inc.
-1.17%
-$30,525.25 
AIZ Assurant Inc.
-1.16%
-$10,650.36 
AVB AvalonBay Communities, Inc.
-1.16%
-$5,921.93 
SRE Sempra
-1.15%
-$3,037.47 
NEE NextEra Energy, Inc.
-1.15%
-$2,759.32 
THO Thor Industries Inc.
-1.15%
-$2,562.15 
WRB W.R. Berkley Corporation
-1.15%
-$17,966.76 
OMC Omnicom Group Inc.
-1.14%
-$5,162.43 
TXN Texas Instruments Inc
-1.08%
-$8,724.84 
LOW Lowe's Companies Inc.
-1.08%
-$4,017.9 
MCK McKesson Corporation
-1.08%
-$28,547.19 
DINO HF Sinclair Corporation
-1.05%
-$14,282.28 
BWA BorgWarner Inc.
-1.04%
-$10,601.41 
PRI Primerica Inc.
-1.04%
-$6,034.6 
INTC Intel Corporation
-1.02%
-$4,478.88 
KO The Coca-Cola Company
-1.02%
-$8,143.2 
FLJP Franklin FTSE Japan ETF
-0.98%
-$139,450.35 
CHWY Chewy Inc.
-0.96%
-$6,629.48 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,723.2 
HALO Halozyme Therapeutics Inc.
-0.91%
-$6,897 
FNF Fidelity National Financial, Inc.
-0.9%
-$3,740.27 
PGR Progressive Corporation
-0.87%
-$24,133.5 
MRP Millrose Properties Inc.
-0.85%
-$6,737.04 
FE FirstEnergy Corp.
-0.82%
-$4,255.6 
GILD Gilead Sciences Inc.
-0.81%
-$2,426.74 
SON Sonoco Products Co.
-0.81%
-$2,070 
KMB Kimberly-Clark Corporation
-0.8%
-$5,505.28 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$13,820.26 
PYPL PayPal Holdings Inc
-0.76%
-$20,583.64 
SPGI S&P Global Inc.
-0.74%
-$4,654.14 
ED Consolidated Edison, Inc.
-0.74%
-$4,075.92 
MA Mastercard Incorporated
-0.74%
-$4,492.25 
FAF First American Financial Corporation
-0.71%
-$7,180.38 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$4,454.63 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$13,629.84 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$2,317.25 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,374.29 
MLI Mueller Industries Inc.
-0.67%
-$7,772.4 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$39,005.14 
DUK Duke Energy Corporation
-0.67%
-$1,535.52 
LKQ LKQ Corporation
-0.66%
-$1,189.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,081.6 
AMGN Amgen Inc.
-0.64%
-$12,248.77 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,300.63 
IRDM Iridium Communications Inc.
-0.63%
-$5,537.7 
EME EMCOR Group, Inc.
-0.62%
-$6,491.17 
PM Philip Morris International Inc.
-0.61%
-$5,176.62 
ACGL Arch Capital Group Ltd
-0.6%
-$10,285.21 
AMCR Amcor plc
-0.6%
-$2,887.11 
EVLN Eaton Vance Floating-Rate ETF
-0.6%
-$18,224.47 
MBIN Merchants Bancorp Inc.
-0.59%
-$2,415.27 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$1,665.31 
SCHF Schwab International Equity ETF
-0.58%
-$1,535.36 
WEC WEC Energy Group Inc.
-0.57%
-$2,395.27 
VNQ Vanguard Real Estate ETF
-0.54%
-$16,905.24 
LLY Eli Lilly and Company
-0.53%
-$14,993.98 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$2,262.38 
FTCS First Trust Capital Strength ETF
-0.51%
-$1,710.54 
ALL Allstate Corporation
-0.49%
-$11,189.21 
FNB F.N.B. Corporation
-0.47%
-$1,040.13 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,614.4 
FHB First Hawaiian, Inc.
-0.47%
-$1,058.59 
SPG Simon Property Group, Inc.
-0.46%
-$3,046.29 
CF CF Industries Holdings, Inc.
-0.46%
-$6,151.48 
WSO Watsco Inc.
-0.46%
-$1,377.11 
AVDE Avantis International Equity ETF
-0.46%
-$1,493.52 
PEP PepsiCo, Inc.
-0.46%
-$5,630.08 
VGK Vanguard FTSE Europe ETF
-0.44%
-$235,283.2 
TRV The Travelers Companies, Inc.
-0.43%
-$10,775.93 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,830.65 
NTNX Nutanix, Inc.
-0.42%
-$2,327.02 
HD The Home Depot, Inc.
-0.42%
-$7,984.27 
PGRI Putnam International Stock ETF
-0.41%
-$807.73 
FSCO FS Credit Opportunities Corp.
-0.4%
-$1,258.66 
MBB iShares MBS ETF
-0.4%
-$60,217.5 
ORI Old Republic International Corp.
-0.39%
-$4,843.13 
MDT Medtronic plc
-0.37%
-$3,019.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,237.99 
TXXI BondBloxx IR+M Tax-Aware Intermediate Duration ETF
-0.36%
-$2,368.62 
OSK Oshkosh Corporation
-0.36%
-$2,627.01 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$3,256.61 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$10,270.4 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$8,282.57 
CART Maplebear Inc.
-0.34%
-$2,678.7 
TFC Truist Financial Corporation
-0.33%
-$2,492.86 
EG Everest Group, Ltd.
-0.32%
-$4,091.01 
SWKS Skyworks Solutions Inc.
-0.32%
-$910.8 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$6,420.75 
MTB M&T Bank Corporation
-0.29%
-$1,453.39 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$592.21 
EGP EastGroup Properties Inc.
-0.27%
-$895.48 
VTV Vanguard Value ETF
-0.27%
-$87,832.99 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$847.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$861.5 
COST Costco Wholesale Corporation
-0.24%
-$907.43 
VB Vanguard Small-Cap ETF
-0.22%
-$934.53 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,515.71 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$435.1 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$18,706.91 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$36,743.58 
LSCC Lattice Semiconductor Corporation
-0.21%
-$1,152.06 
MEDP Medpace Holdings Inc.
-0.21%
-$1,955.17 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,677.05 
NFG National Fuel Gas Company
-0.19%
-$1,800.96 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$811.33 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$4,179.65 
CRSR Corsair Gaming Inc.
-0.19%
-$539.68 
ACI Albertsons Companies, Inc.
-0.17%
-$302.58 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$481.62 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,322.19 
BRNY Burney U.S. Factor Rotation Fund
-0.15%
-$353.03 
IXUS iShares Core International Stock ETF
-0.15%
-$558.74 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$326.76 
TPR Tapestry Inc.
-0.14%
-$2,311.47 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$5,432.44 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$1,327.31 
BBDC Barings BDC Inc.
-0.12%
-$122.48 
EXR Extra Space Storage Inc.
-0.12%
-$597.61 
CFG Citizens Financial Group, Inc.
-0.11%
-$629.36 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$4,330.53 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$366.48 
XLF Financial Select Sector SPDR Fund
-0.1%
-$18,874.8 
TIP iShares TIPS Bond ETF
-0.1%
-$5,699.43 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.1%
-$722.8 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$5,271 
KEY KeyCorp
-0.09%
-$426.62 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$711.84 
FMB First Trust Managed Municipal Fund
-0.08%
-$336.6 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,800.79 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$34,396.71 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$13,270.02 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$6,426.4 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$182.62 
SEIC SEI Investments Company
-0.06%
-$591.07 
CLOI VanEck CLO ETF
-0.06%
-$1,425.3 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$111.25 
VO Vanguard Mid-Cap ETF
-0.05%
-$120.6 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$1,304.52 
JHG Janus Henderson Group plc
-0.04%
-$233.04 
V Visa Inc. Class A
-0.04%
-$93.51 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$127.06 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$106.25 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$420.6 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$553.39 
TGT Target Corporation
-0.01%
-$367.23 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$368.04 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$71.83 Events
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Dividends
Dividend Analysis
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| Trades 5565 | Longs Won 3338/5565 59% | Profit Factor 5.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,724.67 |
| Average Win $68,365.12 | Best Trade (Aug 14) $6.71M | Sharpe Ratio -39.47 |
| Average Loss -$18,657.24 | Worst Trade (Sep 30) -$1.75M | Z-Score -11.26 (91.68%) |
| Commissions $0 | Avg. Trade Length 7m 3w 3d | Expectancy $33,540.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 48,413 | $9.28M | $14.96M | - | $5.68M | 61.2% | -7.354% |
| ABBV AbbVie Inc. | 5,512 | $1.3M | $1.38M | - | $79,738.29 | 6.12% | -2.513% |
| ABT Abbott Laboratories | 9,450 | $857,448 | $998,865 | - | $141,417 | 16.49% | +0.085% |
| ACGL Arch Capital Group Ltd | 16,861 | $1.62M | $1.7M | - | $75,463.47 | 4.66% | -0.603% |
| ACI Albertsons Companies, Inc. | 15,129 | $204,697 | $175,193.82 | - | -$29,503.18 | -14.41% | -0.172% |
| ACN Accenture plc Class A | 16,694 | $2.91M | $2.77M | - | -$137,217.47 | -4.72% | +1.611% |
| ADBE Adobe Inc. | 7,725 | $2.34M | $1.93M | - | -$401,269.09 | -17.18% | +1.013% |
| ADI Analog Devices, Inc. | 765 | $217,293.54 | $281,068.65 | - | $63,775.11 | 29.35% | +0.202% |
| ADM Archer-Daniels-Midland Co | 6,691 | $511,181 | $530,395.57 | - | $19,214.57 | 3.76% | -1.662% |
| ADP Automatic Data Processing Inc. | 3,224 | $674,685.62 | $859,067.01 | - | $184,381.39 | 27.33% | +0.982% |
| ADT ADT Inc. | 30,315 | $197,048 | $231,606.6 | - | $34,558.6 | 17.54% | +1.731% |
| AEE Ameren Corporation | 2,264 | $226,904.17 | $248,157.04 | - | $21,252.87 | 9.37% | +0.791% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,446 | $336,830.83 | $335,537.02 | - | -$1,293.81 | -0.38% | -0.256% |
| AGNT eXp World Holdings Inc. | 10,324 | $55,851 | $41,812.2 | - | -$14,038.8 | -25.14% | +3.846% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,114 | $501,142.89 | $481,543.71 | - | -$19,599.18 | -3.91% | +1.588% |
| AIZ Assurant Inc. | 3,257 | $746,820.42 | $909,321.83 | - | $162,501.41 | 21.76% | -1.158% |
| ALAI Alger AI Enablers & Adopters ETF | 4,582 | $209,104 | $197,026 | - | -$12,078 | -5.78% | +1.401% |
| ALGN Align Technology, Inc. | 4,971 | $852,178.87 | $840,894.36 | - | -$11,284.51 | -1.32% | -2.451% |
| ALL Allstate Corporation | 8,607 | $1.78M | $2.27M | - | $488,945.02 | 27.41% | -0.49% |
| AMBA Ambarella, Inc. | 7,387 | $488,677.33 | $635,282 | - | $146,604.67 | 30% | +16.075% |
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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 - $16.32M, Vanguard FTSE Europe ETF - $12.3M, SPDR Bloomberg 1-3 Month T-Bill ETF - $9.67M, SPDR Portfolio Emerging Markets ETF - $6.64M, and Vanguard Growth ETF - $5.74M. 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 - $381,265.89, and Merck & Co., Inc - $348,202.28. 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 $43.34M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $9.92M, Vanguard FTSE Europe ETF - $2.9M, iShares 0-3 Month Treasury Bond ETF - $1.69M, SPDR Portfolio Short Term Treasury ETF - $1.63M, and Vanguard Value ETF - $1.5M. 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.
