Daniel McGlinn Portfolio
Invests via Grey Fox Wealth Advisors LLC | Managed by Kevin Dombrowski, Ted Lauzen, Christian Poppe, CFA, Ellen Powers, CFA, Ryan Bonner, CPA, Elliot Lauzen
Invests via Grey Fox Wealth Advisors LLC
Managed by Kevin Dombrowski, Ted Lauzen, Christian Poppe, CFA, Ellen Powers, CFA, Ryan Bonner, CPA, Elliot Lauzen
Automatically Tracked
Daniel McGlinn Profile
Daniel McGlinn is a distinguished entrepreneur and technology innovator known for his impactful contributions in the software development industry. His leadership journey includes co-founding several successful startups that leverage cutting-edge technologies to address complex business challenges. With a strong emphasis on strategic partnerships, he has fostered collaborations that drive product innovation and market expansion. Daniel's deep understanding of both technical frameworks and customer needs positions him uniquely within the competitive landscape, allowing him to steer initiatives that create significant value for stakeholders. His professional insights into entrepreneurship have made him a sought-after mentor for emerging tech leaders.
Daniel McGlinn is a distinguished entrepreneur and technology innovator known for his impactful contributions in the software development industry. His leadership journey includes co-founding several successful startups that leverage cutting-edge technologies to address complex business challenges. With a strong emphasis on strategic partnerships, he has fostered collaborations that drive product innovation and market expansion. Daniel's deep understanding of both technical frameworks and customer needs positions him uniquely within the competitive landscape, allowing him to steer initiatives that create significant value for stakeholders. His professional insights into entrepreneurship have made him a sought-after mentor for emerging tech leaders.
Investment Philosophy & Strategy
With a keen eye for transformative technology trends, Daniel McGlinn seeks to identify and cultivate entrepreneurial opportunities that harness innovation. His strategic mindset facilitates the alignment of startups with market demands, enabling scalable growth through technology-driven solutions. Leveraging his extensive experience in software development, he emphasizes building strong teams capable of navigating complex business landscapes. A proactive approach toward collaboration underscores his investment philosophy, wherein he champions partnerships that enhance competitive positioning and expand market reach. Through these ventures, he aims to generate meaningful returns while nurturing the next generation of tech innovators.
With a keen eye for transformative technology trends, Daniel McGlinn seeks to identify and cultivate entrepreneurial opportunities that harness innovation. His strategic mindset facilitates the alignment of startups with market demands, enabling scalable growth through technology-driven solutions. Leveraging his extensive experience in software development, he emphasizes building strong teams capable of navigating complex business landscapes. A proactive approach toward collaboration underscores his investment philosophy, wherein he champions partnerships that enhance competitive positioning and expand market reach. Through these ventures, he aims to generate meaningful returns while nurturing the next generation of tech innovators.
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:
69.88%
Gain -1.68%
Monthly
1.47%
Yearly
19.22%
Drawdown
22.43%
$656.46M
Equity
Holdings
$656.46M
Investment
$527.91M
$141.29M
Profit -$4.81M
Realized
$12.75M
Unrealized
$128.55M
Dividends
$27.5M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.68%
Profit
-$4.81M
Win %
75%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$2.45M
Win %
75%
This Month
Compared to last month
Gain
-0.92%
Profit
-$6.08M
Win %
75%
This Year
Compared to last year
Gain
-1%
Profit
-$6.58M
Win %
75%
AMD Advanced Micro Devices, Inc.
+5.41%
+$10,541.88 
FCX Freeport-McMoRan Inc.
+4.37%
+$17,733 
ORLY O'Reilly Automotive Inc.
+4.25%
+$13,096.58 
KLAC KLA Corporation
+3.87%
+$13,603.68 
XSD SPDR S&P Semiconductor ETF
+3.86%
+$12,745.06 
ORCL Oracle Corporation
+3.45%
+$12,318.6 
ASML ASML Holding N.V. New York Registry Shares
+3.4%
+$12,833.39 
TPL Texas Pacific Land Corporation
+2.95%
+$15,238.56 
FNV Franco-Nevada Corporation
+2.52%
+$6,145.85 
MS Morgan Stanley
+2.41%
+$24,304.75 
CAT Caterpillar Inc.
+2.31%
+$6,651.68 
RIVN Rivian Automotive, Inc.
+2.29%
+$7,653.52 
XLK State Street Technology Select Sector SPDR ETF
+2.1%
+$4,162.82 
ADI Analog Devices, Inc.
+2.06%
+$13,038.17 
ISRG Intuitive Surgical, Inc.
+1.85%
+$5,374.19 
VGT Vanguard Information Technology ETF
+1.77%
+$10,142.46 
SPEM SPDR Portfolio Emerging Markets ETF
+1.77%
+$257,454.75 
VWO Vanguard FTSE Emerging Markets ETF
+1.56%
+$66,461.61 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$10,685.8 
SCHA Schwab U.S. Small-Cap ETF
+1.42%
+$2,904 
AVGO Broadcom Inc.
+1.38%
+$14,574.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$777,060.27 
VEU Vanguard FTSE All-World ex-US ETF
+1.36%
+$13,709.74 
LLY Eli Lilly and Company
+1.35%
+$18,482.95 
SCHF Schwab International Equity ETF
+1.34%
+$2,736 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.29%
+$10,589.83 
QCOM QUALCOMM Incorporated
+1.26%
+$2,448.16 
IWO iShares Russell 2000 Growth ETF
+1.25%
+$42,277.6 
FBRT Franklin BSP Realty Trust Inc.
+1.2%
+$2,383.07 
MRK Merck & Co., Inc.
+1.2%
+$3,864.57 
VONG Vanguard Russell 1000 Growth Fund
+1.2%
+$68,465.25 
VTWG Vanguard Russell 2000 Growth ETF
+1.17%
+$37,889.51 
EFA iShares MSCI EAFE ETF
+1.12%
+$67,623.45 
JPM JPMorgan Chase & Co.
+1.12%
+$14,591.77 
AR Antero Resources Corporation
+1.11%
+$80,108.33 
ETN Eaton Corporation plc
+1.05%
+$4,005.3 
ABBV AbbVie Inc.
+1.03%
+$6,358.74 
NVDA NVIDIA Corporation
+0.97%
+$76,461.27 
SCHV Schwab U.S. Large-Cap Value ETF
+0.95%
+$55,125.76 
IUSG iShares Core S&P U.S. Growth ETF
+0.95%
+$11,829.35 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.9%
+$1,976.81 
BAC Bank of America Corporation
+0.89%
+$2,135.72 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.87%
+$1,755.37 
VUG Vanguard Growth ETF
+0.81%
+$510,430.26 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.71%
+$146,526.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$10,939.67 
IVV iShares Core S&P 500 ETF
+0.66%
+$4,925.18 
ESGU iShares ESG Aware MSCI USA ETF
+0.65%
+$3,414.26 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.65%
+$2,373.74 
SCHB Schwab U.S. Broad Market ETF
+0.65%
+$1,779.88 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$8,081.7 
DFUV Dimensional US Marketwide Value ETF
+0.62%
+$1,680.96 
VOO Vanguard S&P 500 ETF
+0.62%
+$7,767.41 
IWV ISHARES RUSSELL 3000 ETF
+0.61%
+$4,180.95 
VB Vanguard Small-Cap ETF
+0.6%
+$1,523.68 
VO Vanguard Mid-Cap ETF
+0.6%
+$171,485.69 
JNJ Johnson & Johnson
+0.57%
+$14,225 
SCHX Schwab U.S. Large-Cap ETF
+0.56%
+$2,844.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.56%
+$14,448.14 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$29,371.21 
IJS iShares S&P Small-Cap 600 Value ETF
+0.55%
+$1,165.5 
VTV Vanguard Value ETF
+0.53%
+$415,021.63 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.52%
+$1,296.42 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.51%
+$11,104.5 
FIVE Five Below, Inc.
+0.47%
+$1,718.84 
IWN iShares Russell 2000 Value ETF
+0.45%
+$5,917.88 
IYJ iShares U.S. Industrials ETF
+0.44%
+$1,059.32 
SCHW Charles Schwab Corporation
+0.44%
+$991.8 
MPC Marathon Petroleum Corporation
+0.41%
+$1,099.08 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.32%
+$1,567.72 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$1,642.94 
IUSV iShares Core S&P U.S. Value ETF
+0.28%
+$2,710.57 
DFAT Dimensional US Targeted Value ETF
+0.27%
+$562.4 
VNQ Vanguard Real Estate ETF
+0.25%
+$32,420.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.23%
+$72,315.39 
SCHH Schwab U.S. REIT ETF
+0.22%
+$1,356.08 
META Meta Platforms Inc Class A
+0.22%
+$1,863.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$656.1 
IYR iShares U.S. Real Estate ETF
+0.21%
+$3,921.5 
CVX Chevron Corporation
+0.19%
+$957.39 
DE Deere & Company
+0.15%
+$303.58 
NFLX Netflix, Inc.
+0.13%
+$416.43 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.12%
+$284.4 
VOE Vanguard Mid-Cap Value ETF
+0.04%
+$116.28 
AAPL Apple Inc.
+0.02%
+$1,931.1 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.02%
+$69.96 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.01%
+$35.42 
46X223XX7
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VMFXX Vanguard Federal Money Market Fund
0%
$0 
VUSXX Vanguard Treasury Money Market Fund
0%
$0 
VWEAX Vanguard High-Yield Corporate Fund Admiral Shares
0%
$0 
DHR Danaher Corporation
-12.55%
-$41,586.75 
JBYSX JPMorgan SmartRetirement Blend 2025 Fd R6
-10.52%
-$68,725.02 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$4,401.28 
MNST Monster Beverage Corporation
-1.58%
-$5,818.56 
WMB The Williams Companies, Inc.
-1.42%
-$6,207.62 
PM Philip Morris International Inc.
-1.11%
-$3,355.52 
HD The Home Depot, Inc.
-1.08%
-$4,355.95 
WMT Walmart Inc.
-1.03%
-$4,392.47 
AMZN Amazon.com Inc
-0.98%
-$24,383.06 
SYK Stryker Corporation
-0.97%
-$3,552.12 
VTMGX Vanguard Developed Markets Index Fund Admiral Shares
-0.8%
-$31,247.1 
QUAIX AB Small Cap Growth Portfolio Class I
-0.8%
-$4,247.27 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
-0.8%
-$15,041.04 
V Visa Inc. Class A
-0.78%
-$6,224.15 
COST Costco Wholesale Corporation
-0.75%
-$4,683 
GOOG Alphabet Inc
-0.72%
-$9,497.1 
GOOGL Alphabet Inc
-0.71%
-$30,632.6 
CTAS Cintas Corporation
-0.7%
-$1,817.6 
VEXRX Vanguard Explorer Fund Admiral Shares
-0.62%
-$3,078.42 
HONA Honeywell Aerospace Inc.
-0.55%
-$1,410.94 
FHFDX Fidelity Freedom Blend 2045 Fund Class K6
-0.54%
-$3,473.55 
FHDDX Fidelity Freedom Blend 2055 Fund Class K6
-0.54%
-$5,042.16 
FHCDX Fidelity Freedom Blend 2060 Fund Class K6
-0.53%
-$989.1 
LIN Linde plc
-0.52%
-$1,567.79 
AM Antero Midstream Corporation
-0.51%
-$52,643.21 
FHHDX Fidelity Freedom Blend 2040 Fund Class K6
-0.5%
-$1,302 
VVIAX Vanguard Value Index Fund Admiral Shares
-0.49%
-$33,126.66 
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares
-0.45%
-$986.15 
FHKDX Fidelity Freedom Blend 2030 Fund Class K6
-0.44%
-$4,624.68 
SPLV Invesco S&P 500 Low Volatility ETF
-0.43%
-$3,442.23 
VTTSX Vanguard Target Retirement 2060 Fund Investor Shares
-0.4%
-$5,932.17 
VSVNX Vanguard Target Retirement 2070 Fund
-0.4%
-$1,764.14 
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares
-0.4%
-$7,771.5 
PNC The PNC Financial Services Group, Inc.
-0.39%
-$2,585.05 
VFFVX Vanguard Target Retirement 2055 Fund
-0.39%
-$11,189.36 
VFIFX Vanguard Target Retirement 2050 Fund
-0.39%
-$16,030.75 
FHLDX Fidelity Freedom Blend 2025 Fund Class K6
-0.38%
-$1,244.65 
VFORX Vanguard Target Retirement 2040 Fund
-0.37%
-$13,442.8 
VTIVX Vanguard Target Retirement 2045 Fund
-0.37%
-$20,498.8 
JAAYX JPMorgan SmartRetirement Blend 2060 Fund Class R6
-0.36%
-$2,765.64 
JMYAX JPMorgan SmartRetirement Blend 2045 Fund R6
-0.35%
-$23,085.45 
JTYBX JPMorgan SmartRetirement Blend 2055 Fund R6
-0.35%
-$7,130.25 
JNYAX JPMorgan SmartRetirement Blend 2050 Fund Class R6
-0.35%
-$9,871.2 
JSBYX JPMorgan SmartRetirement Blend 2065 Fund Class R6
-0.34%
-$1,159.92 
VTTHX Vanguard Target Retirement 2035 Fund
-0.34%
-$28,982.1 
JPYRX JPMorgan SmartRetirement Blend 2035 Fund Class R6
-0.34%
-$2,473.68 
VTHRX Vanguard Target Retirement 2030 Fund
-0.33%
-$11,228.7 
JOBYX JPMorgan SmartRetirement Blend 2040 Fund
-0.33%
-$14,540.76 
FHNDX Fidelity Freedom Blend 2020 Fund Class K6
-0.32%
-$430.68 
VLO Valero Energy Corporation
-0.31%
-$1,361.28 
BLV Vanguard Long-Term Bond ETF
-0.29%
-$1,061.19 
JRBYX JPMorgan SmartRetirement Blend 2030 Fund R6
-0.29%
-$5,525.73 
VTTVX Vanguard Target Retirement 2025 Fund
-0.28%
-$4,889.94 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
-0.28%
-$1,291.91 
MSFT Microsoft Corp.
-0.28%
-$4,421.13 
VTWNX Vanguard Target Retirement 2020 Fund
-0.24%
-$3,942.89 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$4,050.76 
MADCX BlackRock Emerging Markets Fund, Inc. Institutional Shares
-0.23%
-$532 
ET Energy Transfer L.P.
-0.22%
-$828.99 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.22%
-$7,010.75 
VTINX Vanguard Target Retirement Income Fund Investor Shares
-0.21%
-$3,196.17 
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares
-0.21%
-$5,512.88 
BND Vanguard Total Bond Market Index Fund
-0.2%
-$1,675.47 
PICB Invesco International Corporate Bond ETF
-0.2%
-$1,613.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.19%
-$60,466.31 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.19%
-$629.92 
VFIAX Vanguard 500 Index Fund Admiral Shares
-0.19%
-$2,165.43 
FXAIX Fidelity 500 Index Fund
-0.19%
-$16,097.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$60,362.46 
VEMAX Vanguard Emerging Markets Stock Index Fund - Admiral Shares
-0.1%
-$699.1 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$241.6 
MUB iShares National Muni Bond ETF
-0.09%
-$3,807.4 
TIP iShares TIPS Bond ETF
-0.09%
-$992.3 
VSCSX Vanguard Short-Term Corporate Bond Index Fund Admiral Shares
-0.09%
-$255.14 
SCHP Schwab U.S. TIPS ETF
-0.09%
-$4,896.06 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,330.87 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$12,370.93 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$1,498.24 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.06%
-$929.4 
GRBK Green Brick Partners Inc.
-0.06%
-$103.88 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$1,298.79 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$5,679.22 
NEE NextEra Energy, Inc.
-0.01%
-$29.08 
VIGAX Vanguard Growth Index Fund Admiral Shares
-0.01%
-$672.21 
BNDX Vanguard Total International Bond ETF
-0.01%
-$549.39 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2924 | Longs Won 1473/2924 50% | Profit Factor 24.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $357,831.64 |
| Average Win $99,959.17 | Best Trade (Jul 21) $13.23M | Sharpe Ratio -10.96 |
| Average Loss -$4,097.7 | Worst Trade (Jul 24) -$435,963.92 | Z-Score -14.15 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $48,322.19 |
| 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 | 166,667 | 150,000 | 133,333 | 116,667 | 100,000 | 83,333 | 66,667 | 50,000 | 33,333 | 16,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Daniel McGlinn?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $3.19M, iShares Core U.S. Aggregate Bond ETF - $2.81M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.66M, Vanguard Growth Index Fund Admiral Shares - $1.99M, and Vanguard Short-Term Corporate Bond ETF - $1.97M. 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: Invesco S&P 500 Low Volatility ETF - $206,667.8, Five Below, Inc - $125,969.64, Hamilton Lane Inc - $100,920.23, U.S. Bancorp - $74,839.18, and Invesco S&P SmallCap Low Volatility ETF - $54,172.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel McGlinn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.5M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $3.27M, iShares Core U.S. Aggregate Bond ETF - $2.75M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.66M, Vanguard Short-Term Corporate Bond ETF - $1.81M, and VANGUARD SMALL-CAP VALUE ETF - $1.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel McGlinn's monthly returns?
Daniel McGlinn'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 Daniel McGlinn's strategy be considered aggressive or moderate?
Daniel McGlinn's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Daniel McGlinn's strategy?
Daniel McGlinn's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
