DM
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:
23.2%
Gain -0.01%
Monthly
0.65%
Yearly
8.1%
Drawdown
14.07%
$592.95M
Equity
Holdings
$592.95M
Investment
$461.26M
$151.67M
Profit +$7,744.73
Realized
$18.87M
Unrealized
$132.8M
Dividends
$24.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
$7,744.73
Win %
85%
This Week
Compared To Last Week
Gain
0.001%
Profit
$7,744.73
Win %
85%
This Month
Compared to last month
Gain
-0.2%
Profit
-$1.2M
Win %
85%
This Year
Compared to last year
Gain
7.43%
Profit
$41.83M
Win %
84%
RIVN Rivian Automotive, Inc.
+7.85%
+$23,638.72 
KLAC KLA Corporation
+5.55%
+$22,471.66 
SCHW Charles Schwab Corporation
+2.71%
+$5,272.8 
JPM JPMorgan Chase & Co.
+2.31%
+$22,767.3 
SYK Stryker Corporation
+2.15%
+$7,688.32 
HLNE Hamilton Lane Inc.
+1.73%
+$2,990.64 
ET Energy Transfer L.P.
+1.65%
+$5,712.68 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$9,906.36 
AM Antero Midstream Corporation
+1.45%
+$7,134.96 
CAT Caterpillar Inc.
+1.44%
+$4,283.14 
XSD SPDR S&P Semiconductor ETF
+1.37%
+$7,345.63 
ABBV AbbVie Inc.
+1.32%
+$6,615.6 
IWN iShares Russell 2000 Value ETF
+1.17%
+$15,278.76 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$2,976.46 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.09%
+$23,301.78 
JNJ Johnson & Johnson
+1.07%
+$25,135.84 
V Visa Inc. Class A
+1.05%
+$2,284.58 
SCHH Schwab U.S. REIT ETF
+1%
+$5,796.72 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$58,513.66 
VO Vanguard Mid-Cap ETF
+0.97%
+$253,384.45 
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares
+0.97%
+$16,550.6 
VEMAX Vanguard Emerging Markets Stock Index Fund - Admiral Shares
+0.94%
+$2,244.35 
VTV Vanguard Value ETF
+0.94%
+$706,488.77 
VVIAX Vanguard Value Index Fund Admiral Shares
+0.93%
+$60,318.18 
VNQ Vanguard Real Estate ETF
+0.92%
+$107,699.4 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
+0.92%
+$14,771.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$2,758.79 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$2,414.23 
IYR iShares U.S. Real Estate ETF
+0.89%
+$14,767.84 
IWM iShares Russell 2000 ETF
+0.87%
+$2,364.75 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$258,709.8 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$118,403.55 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$6,649.65 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.82%
+$162,725.92 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$7,454.99 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$33,085.05 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.76%
+$1,752.76 
CVX Chevron Corporation
+0.75%
+$3,036.58 
HD The Home Depot, Inc.
+0.73%
+$3,305.82 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$1,829.28 
VEXRX Vanguard Explorer Fund Admiral Shares
+0.72%
+$3,540.24 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$37,380.49 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$11,798.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$10,787.86 
IYJ iShares U.S. Industrials ETF
+0.68%
+$2,268.39 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$17,060.02 
VTMGX Vanguard Developed Markets Index Fund Admiral Shares
+0.66%
+$26,134.35 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$22,741.69 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.63%
+$2,828.7 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,464.79 
VGT Vanguard Information Technology ETF
+0.58%
+$4,223.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$9,175.24 
IVV iShares Core S&P 500 ETF
+0.55%
+$3,501.06 
VOO Vanguard S&P 500 ETF
+0.55%
+$6,852.3 
VSVNX Vanguard Target Retirement 2070 Fund
+0.54%
+$2,366.07 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$5,394.47 
VTTSX Vanguard Target Retirement 2060 Fund Investor Shares
+0.54%
+$7,129.8 
VFFVX Vanguard Target Retirement 2055 Fund
+0.54%
+$13,624.65 
GOOGL Alphabet Inc
+0.53%
+$19,250.89 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,318.75 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$3,602.33 
VFIFX Vanguard Target Retirement 2050 Fund
+0.52%
+$15,441.78 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.52%
+$1,732.47 
FXAIX Fidelity 500 Index Fund
+0.51%
+$43,689.81 
VFIAX Vanguard 500 Index Fund Admiral Shares
+0.51%
+$6,481.92 
VTWG Vanguard Russell 2000 Growth ETF
+0.49%
+$15,117.87 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,346.8 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$2,512.38 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$2,272.76 
VTIVX Vanguard Target Retirement 2045 Fund
+0.48%
+$22,577.94 
GOOG Alphabet Inc
+0.45%
+$5,278.4 
WMT Walmart Inc.
+0.45%
+$2,046.06 
JMYAX JPMorgan SmartRetirement Blend 2045 Fund R6
+0.43%
+$27,125.64 
VFORX Vanguard Target Retirement 2040 Fund
+0.43%
+$15,772.25 
CUBE CubeSmart
+0.41%
+$1,018.13 
JOBYX JPMorgan SmartRetirement Blend 2040 Fund
+0.41%
+$17,594.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$3,367.7 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$4,130.61 
VTTHX Vanguard Target Retirement 2035 Fund
+0.37%
+$30,873.26 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$4,594.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$184,083.84 
JPYRX JPMorgan SmartRetirement Blend 2035 Fund Class R6
+0.34%
+$2,418.12 
VTHRX Vanguard Target Retirement 2030 Fund
+0.33%
+$10,960.05 
SCHF Schwab International Equity ETF
+0.29%
+$1,754.4 
EFA iShares MSCI EAFE ETF
+0.28%
+$16,323.35 
JRBYX JPMorgan SmartRetirement Blend 2030 Fund R6
+0.26%
+$4,844.62 
VTTVX Vanguard Target Retirement 2025 Fund
+0.24%
+$3,984.7 
VTINX Vanguard Target Retirement Income Fund Investor Shares
+0.21%
+$3,169.89 
VUG Vanguard Growth ETF
+0.18%
+$107,837.1 
VTWNX Vanguard Target Retirement 2020 Fund
+0.17%
+$3,937.75 
VIGAX Vanguard Growth Index Fund Admiral Shares
+0.17%
+$9,805.42 
BNDX Vanguard Total International Bond ETF
+0.17%
+$7,444.24 
NVDA NVIDIA Corporation
+0.16%
+$10,782.08 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$598.24 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$5,855.98 
MSFT Microsoft Corp.
+0.1%
+$1,007.17 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.06%
+$946.26 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$1,975 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$2,620.25 
ORCL Oracle Corporation
+0.02%
+$54.7 
TIP iShares TIPS Bond ETF
+0.01%
+$102.38 
01877E800
0%
$0 
46636U132
0%
$0 
46636U199
0%
$0 
46636U538
0%
$0 
46655R606
0%
$0 
46X223XX7
0%
$0 
48127B524
0%
$0 
85749F707
0%
$0 
922906300
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
PICB Invesco International Corporate Bond ETF
0%
$0 
VUSXX Vanguard Treasury Money Market Fund
0%
$0 
VWEAX Vanguard High-Yield Corporate Fund Admiral Shares
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$28,201.5 
FIVE Five Below, Inc.
-1.72%
-$6,166.54 
AAPL Apple Inc.
-1.52%
-$130,293 
MRK Merck & Co., Inc.
-1.42%
-$4,170.68 
AMZN Amazon.com Inc
-1.23%
-$18,044.1 
NFLX Netflix, Inc.
-1.14%
-$5,331.69 
AVGO Broadcom Inc.
-0.91%
-$5,232.5 
DHR Danaher Corporation
-0.38%
-$1,136.4 
META Meta Platforms Inc Class A
-0.26%
-$655.4 
GILD Gilead Sciences Inc.
-0.22%
-$477.4 
BLV Vanguard Long-Term Bond ETF
-0.19%
-$842.27 
ILTB iShares Core 10+ Year USD Bond ETF
-0.16%
-$363.92 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$595.79 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$38,958.6 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$4,156.23 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$1,028.61 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$34,745.88 
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares
-0.1%
-$2,888.71 
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares
-0.1%
-$537.73 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,790.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$243.84 
TSCO Tractor Supply Company
-0.03%
-$46.25 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$4,130.04 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$51.58 
MUB iShares National Muni Bond ETF
-0.01%
-$328.78 Events
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Dividends
Dividend Analysis
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| Trades 2755 | Longs Won 1421/2755 51% | Profit Factor 29.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $398,767.61 |
| Average Win $109,941.44 | Best Trade (Jun 14) $13.03M | Sharpe Ratio -6.24 |
| Average Loss -$3,904.76 | Worst Trade (Jun 30) -$819,188.25 | Z-Score -15.63 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $55,053.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
Hover over the desired column for a detailed explanation.
Returns
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