Megan J. Lottier Portfolio
Invests via Rockwood Wealth Management, LLC | Managed by James A. Smith
Invests via Rockwood Wealth Management, LLC
Managed by James A. Smith
Automatically Tracked
Megan J. Lottier Profile
Venture investor and healthcare operating executive with experience sourcing and scaling clinical-stage life-science companies, advising boards and structuring early-to-growth-stage financings. Megan J. Lottier brings cross-functional expertise in commercial strategy, regulatory pathway planning and fundraising support, often partnering with founders and later-stage sponsors to de-risk clinical programs and accelerate go-to-market execution in North America and Europe.
Venture investor and healthcare operating executive with experience sourcing and scaling clinical-stage life-science companies, advising boards and structuring early-to-growth-stage financings. Megan J. Lottier brings cross-functional expertise in commercial strategy, regulatory pathway planning and fundraising support, often partnering with founders and later-stage sponsors to de-risk clinical programs and accelerate go-to-market execution in North America and Europe.
Investment Philosophy & Strategy
Specializes in early-to-growth-stage life‑science investments, prioritizing clinical-stage biotech and healthtech where commercial and regulatory strategy materially de-risks programs. Employs a hands-on, partnership-driven approach—working with founders and sponsors to align clinical endpoints, regulatory pathways and go‑to-market plans—while structuring financings to extend runways and preserve optionality. Investment selection emphasizes differentiated science with clear clinical inflection points, predictable reimbursement pathways, and experienced management teams. Time horizon is patient capital through clinical milestones; risk management combines staged capital, board-level governance and selective follow‑on reserves to protect value and accelerate North American and European market entry.
Specializes in early-to-growth-stage life‑science investments, prioritizing clinical-stage biotech and healthtech where commercial and regulatory strategy materially de-risks programs. Employs a hands-on, partnership-driven approach—working with founders and sponsors to align clinical endpoints, regulatory pathways and go‑to-market plans—while structuring financings to extend runways and preserve optionality. Investment selection emphasizes differentiated science with clear clinical inflection points, predictable reimbursement pathways, and experienced management teams. Time horizon is patient capital through clinical milestones; risk management combines staged capital, board-level governance and selective follow‑on reserves to protect value and accelerate North American and European market entry.
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:
182.2%
Gain +0.77%
Monthly
1.74%
Yearly
23%
Drawdown
30.78%
$1.58B
Equity
Holdings
$1.58B
Investment
$1.19B
$412.17M
Profit +$4.16M
Realized
$15.62M
Unrealized
$396.54M
Dividends
$83.37M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.77%
Profit
$4.16M
Win %
82%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$2.64M
Win %
82%
This Month
Compared to last month
Gain
0.74%
Profit
$11.68M
Win %
82%
This Year
Compared to last year
Gain
0.03%
Profit
$609,673.07
Win %
82%
FUN Six Flags Entertainment Corporation
+1.87%
+$2,117.44 
MDLZ Mondelez International, Inc.
+1.35%
+$3,729.8 
DFSI Dimensional International Sustainability Core 1 ETF
+1.26%
+$4,292.67 
AVDV Avantis International Small Cap Value ETF
+1.26%
+$6,312.6 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.22%
+$3,966.1 
IDV iShares International Select Dividend ETF
+1.17%
+$4,035.74 
DFIV Dimensional International Value ETF
+1.14%
+$3,242.88 
XLF Financial Select Sector SPDR Fund
+1.12%
+$2,948.72 
RY Royal Bank of Canada
+1.09%
+$3,336.82 
DVY iShares Select Dividend ETF
+1.07%
+$3,910.36 
PWV Invesco Large Cap Value ETF
+1.06%
+$5,081.16 
DFIC Dimensional International Core Equity Market ETF
+1.05%
+$700,219.27 
XLE Energy Select Sector SPDR Fund
+1.04%
+$4,167.22 
DFSV Dimensional US Small Cap Value ETF
+0.99%
+$21,582.86 
AVUV Avantis U.S. Small Cap Value ETF
+0.98%
+$20,234.64 
DFIS Dimensional International Small Cap ETF
+0.97%
+$6,637.05 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.97%
+$4,859.8 
DISV Dimensional International Small Cap Equity Fund
+0.96%
+$2,728.14 
SCHD Schwab U.S. Dividend Equity ETF
+0.95%
+$2,200.26 
INTF iShares International Equity Factor ETF
+0.94%
+$3,900 
AVDE Avantis International Equity ETF
+0.93%
+$2.66M 
VGK Vanguard FTSE Europe ETF
+0.93%
+$3,069.09 
DFAT Dimensional US Targeted Value ETF
+0.92%
+$22,629.37 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.92%
+$6,316.46 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$23,506.56 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.9%
+$2,378.82 
EFA iShares MSCI EAFE ETF
+0.89%
+$5,598.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.8%
+$6,305.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.8%
+$2,728.93 
VOE Vanguard Mid-Cap Value ETF
+0.77%
+$1,769.59 
EPD Enterprise Products Partners L.P.
+0.76%
+$8,131.59 
SCHF Schwab International Equity ETF
+0.74%
+$1,838.6 
VYM Vanguard High Dividend Yield ETF
+0.66%
+$3,725.21 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.66%
+$24,358.97 
DFLV Dimensional US Large Cap Value ETF
+0.64%
+$1,381.97 
VTV Vanguard Value ETF
+0.62%
+$11,764.5 
SCHV Schwab U.S. Large-Cap Value ETF
+0.61%
+$4,467.75 
DFUV Dimensional US Marketwide Value ETF
+0.61%
+$2,725.1 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$12,840.93 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.59%
+$54,008.75 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.55%
+$1,751.75 
ET Energy Transfer L.P.
+0.55%
+$14,569.5 
IWD iShares Russell 1000 Value ETF
+0.55%
+$3,053.4 
IVE ISHARES S&P 500 VALUE ETF
+0.54%
+$1,430.1 
DCGO DocGo Inc.
+0.53%
+$43.19 
RSP Invesco S&P 500 Equal Weight ETF
+0.53%
+$1,150.34 
MDY SPDR S&P MidCap 400 ETF Trust
+0.51%
+$1,356 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$5,503.19 
DFAS Dimensional U.S. Small Cap ETF
+0.49%
+$9,085.23 
DFAR Dimensional US Real Estate ETF
+0.49%
+$18,394.08 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.47%
+$1,149.05 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$13,405.9 
VNQ Vanguard Real Estate ETF
+0.46%
+$72,162.3 
VEU Vanguard FTSE All-World ex-US ETF
+0.41%
+$2,244.68 
VO Vanguard Mid-Cap ETF
+0.4%
+$8,380.45 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$1,446.62 
AVRE Avantis Real Estate ETF
+0.34%
+$5,413.22 
DFGR Dimensional Global Real Estate ETF
+0.31%
+$97,933.01 
IWR iShares Russell Mid-Cap ETF
+0.29%
+$1,585.28 
DFSU Dimensional US Sustainability Core 1 ETF
+0.29%
+$1,754.76 
AAUA Alpha Architect US Equity 3 ETF
+0.24%
+$889.14 
IWM iShares Russell 2000 ETF
+0.24%
+$1,552.23 
AVUS Avantis U.S. Equity ETF
+0.22%
+$169,675.24 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.21%
+$410.25 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.2%
+$1.11M 
VB Vanguard Small-Cap ETF
+0.2%
+$3,447.93 
WES Western Midstream Partners, LP
+0.18%
+$1,337.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.17%
+$534.48 
IWP iShares Russell Mid-Cap Growth ETF
+0.13%
+$1,087.76 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.12%
+$313.2 
DFAU Dimensional US Core Equity Market ETF
+0.11%
+$787.86 
XLV Health Care Select Sector SPDR Fund
+0.11%
+$269.8 
IWB iShares Russell 1000 ETF
+0.1%
+$1,274.46 
DUHP Dimensional US High Profitability ETF
+0.09%
+$513.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.08%
+$366.68 
DFUS Dimensional U.S. Equity Market ETF
+0.07%
+$519.54 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$284.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$4,324.73 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$1,895.11 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$718.4 
VGSH Vanguard Short-Term Treasury Fund
+0.05%
+$1,470.81 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$38,389.15 
SCHX Schwab U.S. Large-Cap ETF
+0.05%
+$391.79 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$1,440.21 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$217.35 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.03%
+$615.84 
VOO Vanguard S&P 500 ETF
+0.03%
+$3,762.79 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.02%
+$208.8 
GLD SPDR Gold Shares
+0.01%
+$44.78 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
+$0.02 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
DFVX Dimensional US Large Cap Vector ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
DXUV Dimensional US Vector Equity ETF
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
+$0.02 
DOMO Domo Inc. Class B Common Stock
-2.24%
-$3,795.82 
QLD ProShares Ultra QQQ
-1.35%
-$3,187.2 
SMH VanEck Semiconductor ETF
-1.04%
-$4,141.22 
XLK State Street Technology Select Sector SPDR ETF
-1.01%
-$7,788.31 
VGT Vanguard Information Technology ETF
-0.87%
-$19,930.89 
AVEM Avantis Emerging Markets Equity ETF
-0.75%
-$423,881.1 
DFEV Dimensional Emerging Markets Value ETF
-0.74%
-$2,994.49 
IEMG iShares Core MSCI Emerging Markets ETF
-0.66%
-$3,075.56 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.64%
-$528,460.59 
QQQ Invesco QQQ Trust, Series 1
-0.63%
-$13,785.8 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.53%
-$1,278.13 
MGK Vanguard Mega Cap Growth ETF
-0.52%
-$1,927.68 
CECO CECO Environmental Corp.
-0.51%
-$1,302 
VWO Vanguard FTSE Emerging Markets ETF
-0.49%
-$8,162.34 
IWF iShares Russell 1000 Growth ETF
-0.48%
-$3,657.6 
VUG Vanguard Growth ETF
-0.43%
-$14,534.91 
IWO iShares Russell 2000 Growth ETF
-0.32%
-$577.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.31%
-$2,675.64 
PGX Invesco Preferred ETF
-0.2%
-$210.7 
UVE Universal Insurance Holdings, Inc.
-0.19%
-$2,148.21 
MUB iShares National Muni Bond ETF
-0.13%
-$38,015.19 
KWR Quaker Chemical Corporation
-0.12%
-$303.62 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$506.77 
VXF Vanguard Extended Market ETF
-0.1%
-$309.12 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$444.5 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$844.02 
IVV iShares Core S&P 500 ETF
-0.04%
-$2,895.3 
SCHB Schwab U.S. Broad Market ETF
-0.03%
-$121.49 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$10,731.66 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$774.01 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$162.85 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$979.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.02%
-$87.72 
MEAR iShares Short Maturity Bond ETF
-0.01%
-$7,111.13 Events
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Dividends
Dividend Analysis
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| Trades 1286 | Longs Won 877/1286 68% | Profit Factor 29.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.61M |
| Average Win $486,258.53 | Best Trade (Oct 16) $78.52M | Sharpe Ratio -10.67 |
| Average Loss -$34,922.62 | Worst Trade (Oct 14) -$794,229.67 | Z-Score 9.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 4d | Expectancy $320,501.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAUA Alpha Architect US Equity 3 ETF | 6,351 | $310,799.06 | $376,169.73 | - | $65,370.67 | 21.03% | +0.237% |
| AVDE Avantis International Equity ETF | 3.17M | $196.27M | $287.24M | - | $90.97M | 46.35% | +0.934% |
| AVDV Avantis International Small Cap Value ETF | 4,676 | $263,836.6 | $508,094.16 | - | $244,257.56 | 92.58% | +1.258% |
| AVEM Avantis Emerging Markets Equity ETF | 627,972 | $38.8M | $56.34M | - | $17.55M | 45.22% | -0.747% |
| AVRE Avantis Real Estate ETF | 34,924 | $1.55M | $1.57M | - | $25,646.09 | 1.66% | +0.345% |
| AVUS Avantis U.S. Equity ETF | 605,983 | $49.76M | $78.81M | - | $29.04M | 58.36% | +0.216% |
| AVUV Avantis U.S. Small Cap Value ETF | 17,148 | $1.23M | $2.09M | - | $859,905.5 | 70.16% | +0.98% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 6,757 | $520,336.96 | $496,403 | - | -$23,933.96 | -4.6% | -0.102% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.58M | - | -$17,911.33 | -1.12% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 17,960 | $1.41M | $1.38M | - | -$36,322.17 | -2.57% | +0.052% |
| CECO CECO Environmental Corp. | 4,200 | $215,040 | $252,966 | - | $37,926 | 17.64% | -0.512% |
| DCGO DocGo Inc. | 28,793 | $205,583 | $8,162.82 | - | -$197,420.18 | -96.03% | +0.532% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 12.34M | $372.27M | $558.7M | - | $186.43M | 50.08% | +0.199% |
| DFAR Dimensional US Real Estate ETF | 153,284 | $3.39M | $3.8M | - | $403,640.05 | 11.9% | +0.487% |
| DFAS Dimensional U.S. Small Cap ETF | 23,598 | $1.49M | $1.86M | - | $369,841.18 | 24.85% | +0.491% |
| DFAT Dimensional US Targeted Value ETF | 36,207 | $1.92M | $2.49M | - | $571,729.72 | 29.84% | +0.918% |
| DFAU Dimensional US Core Equity Market ETF | 13,131 | $436,606 | $697,912.65 | - | $261,306.65 | 59.85% | +0.113% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 101,538 | $2.61M | $3.75M | - | $1.14M | 43.76% | +0.655% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 2.16M | $60.2M | $82.43M | - | $22.23M | 36.92% | -0.637% |
| DFEV Dimensional Emerging Markets Value ETF | 9,818 | $270,011.53 | $402,488.91 | - | $132,477.38 | 49.06% | -0.738% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Megan J. Lottier?
The largest contributions to the portfolio's profits come from the following stocks: Avantis International Equity ETF - $25.62M, Dimensional U.S. Core Equity 2 ETF - $15.71M, iShares Short Maturity Bond ETF - $7.36M, Dimensional International Core Equity Market ETF - $6.71M, and Dimensional Emerging Markets Core Equity 2 ETF - $5.36M. 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: Foghorn Therapeutics Inc - $541,450.87, The Home Depot, Inc - $365,348.47, Apple Inc - $297,432.87, Bausch Health Companies Inc - $252,701.95, and Microsoft Corp - $226,447.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Megan J. Lottier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $83.37M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $18.98M, Dimensional U.S. Core Equity 2 ETF - $15.69M, iShares Short Maturity Bond ETF - $7.36M, SPDR Portfolio Short Term Corporate Bond ETF - $5.32M, and Dimensional International Core Equity Market ETF - $4.35M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Megan J. Lottier's monthly returns?
Megan J. Lottier's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Megan J. Lottier's strategy be considered aggressive or moderate?
Megan J. Lottier's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Megan J. Lottier's strategy?
Megan J. Lottier'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.
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