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:
168.24%
Gain -1.03%
Monthly
1.84%
Yearly
24.45%
Drawdown
30.78%
$1.6B
Equity
Holdings
$1.6B
Investment
$1.19B
$434.45M
Profit -$5.49M
Realized
$15.62M
Unrealized
$418.83M
Dividends
$77.41M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.03%
Profit
-$5.49M
Win %
85%
This Week
Compared To Last Week
Gain
0.87%
Profit
$13.83M
Win %
85%
This Month
Compared to last month
Gain
-0.34%
Profit
-$5.49M
Win %
85%
This Year
Compared to last year
Gain
1.43%
Profit
$22.9M
Win %
85%
KWR Quaker Chemical Corporation
+3.62%
+$8,948.8 
DFVX Dimensional US Large Cap Vector ETF
+1.45%
+$4,779.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$11,675.52 
QLD ProShares Ultra QQQ
+1.2%
+$2,534.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$2,556.26 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$3,815.2 
VUG Vanguard Growth ETF
+1.1%
+$34,660.17 
XLE Energy Select Sector SPDR Fund
+1%
+$3,537.64 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$15,761.76 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$1,777.75 
AAUA Alpha Architect US Equity 3 ETF
+0.86%
+$3,111.99 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,425.44 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,344.3 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$24,681.61 
VOO Vanguard S&P 500 ETF
+0.71%
+$91,431.93 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$4,849.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$42,357.76 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$6,081.35 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$7,891.84 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$3,935.68 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$13,364.4 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$4,962.61 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$6,218.94 
IWB iShares Russell 1000 ETF
+0.64%
+$7,923.21 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,737.84 
ET Energy Transfer L.P.
+0.59%
+$15,894 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,065.33 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,649 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$2,481.49 
AVUS Avantis U.S. Equity ETF
+0.57%
+$436,307.76 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$3,676.68 
CECO CECO Environmental Corp.
+0.53%
+$1,470 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$36,479.76 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,420.91 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$345,117.12 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1.97M 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$677.95 
SMH VanEck Semiconductor ETF
+0.3%
+$1,163.83 
DXUV Dimensional US Vector Equity ETF
+0.29%
+$5,692.24 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$961.8 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$406.2 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$351.75 
PWV Invesco Large Cap Value ETF
+0.12%
+$604.89 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$56,517.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$282.96 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$294.54 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$222.25 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$685.92 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$62.1 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$489.7 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
DCGO DocGo Inc.
-2.4%
-$460.69 
FUN Six Flags Entertainment Corporation
-2.09%
-$4,896.58 
WES Western Midstream Partners, LP
-2%
-$15,877.35 
GLD SPDR Gold Shares
-1.49%
-$12,577.54 
MDLZ Mondelez International, Inc.
-1.22%
-$3,378.77 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$114,498.77 
AVRE Avantis Real Estate ETF
-0.75%
-$12,921.88 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$1,441.53 
INTF iShares International Equity Factor ETF
-0.73%
-$3,100 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$5,083.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,310.97 
UVE Universal Insurance Holdings, Inc.
-0.64%
-$6,683.32 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$16,828.56 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,016.1 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$2,108.68 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,377.4 
SCHF Schwab International Equity ETF
-0.58%
-$1,470.88 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$389,995.54 
VNQ Vanguard Real Estate ETF
-0.54%
-$92,780.1 
DFIS Dimensional International Small Cap ETF
-0.53%
-$3,602.97 
DFAR Dimensional US Real Estate ETF
-0.52%
-$21,459.76 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1,463.88 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$172,822.95 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$2,338 
IWM iShares Russell 2000 ETF
-0.47%
-$3,319.3 
DFIV Dimensional International Value ETF
-0.47%
-$1,368.09 
AVDE Avantis International Equity ETF
-0.46%
-$1.33M 
DVY iShares Select Dividend ETF
-0.45%
-$1,660.99 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,515.6 
VGT Vanguard Information Technology ETF
-0.38%
-$8,009.61 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,081.53 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,688.88 
VXF Vanguard Extended Market ETF
-0.3%
-$954.24 
RY Royal Bank of Canada
-0.29%
-$946.74 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,535.74 
DOMO Domo Inc. Class B Common Stock
-0.27%
-$542.26 
VTV Vanguard Value ETF
-0.27%
-$5,029.66 
DUHP Dimensional US High Profitability ETF
-0.27%
-$1,411.74 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,914.75 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$886.54 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$537.59 
VB Vanguard Small-Cap ETF
-0.22%
-$3,992.22 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$609.21 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$8,123.04 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,188.35 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,545.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$853.74 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$1,013.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,588.8 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$510.74 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$971.94 
EPD Enterprise Products Partners L.P.
-0.18%
-$2,108.22 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$3,303.74 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$376.67 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,411.5 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$500.49 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$3,982.77 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$701.76 
IDV iShares International Select Dividend ETF
-0.14%
-$489.18 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$348 
MUB iShares National Muni Bond ETF
-0.11%
-$33,791.28 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$3,154.32 
XLF Financial Select Sector SPDR Fund
-0.1%
-$285.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,580.05 
PGX Invesco Preferred ETF
-0.09%
-$105.35 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$32,194.98 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,077.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$185.6 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$51,185.54 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$2,057.45 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$1,231.68 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,470.91 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,031.44 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$332.34 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$618.69 Events
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Dividends
Dividend Analysis
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| Trades 1286 | Longs Won 900/1286 69% | Profit Factor 39.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.62M |
| Average Win $495,359.04 | Best Trade (Aug 14) $83.05M | Sharpe Ratio -10.67 |
| Average Loss -$29,453.02 | Worst Trade (Aug 02) -$571,859.04 | Z-Score 13.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $337,833.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAUA Alpha Architect US Equity 3 ETF | 6,351 | $310,799.06 | $363,023.16 | - | $52,224.1 | 16.8% | +0.865% |
| AVDE Avantis International Equity ETF | 3.17M | $196.27M | $288.76M | - | $92.49M | 47.13% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 4,676 | $263,836.6 | $489,296.64 | - | $225,460.04 | 85.45% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 627,972 | $38.8M | $56.21M | - | $17.41M | 44.88% | +0.101% |
| AVRE Avantis Real Estate ETF | 34,924 | $1.55M | $1.7M | - | $153,991.79 | 9.96% | -0.754% |
| AVUS Avantis U.S. Equity ETF | 605,983 | $49.76M | $77.32M | - | $27.56M | 55.38% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 17,148 | $1.23M | $2.15M | - | $922,667.18 | 75.28% | +0.032% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 6,757 | $520,336.96 | $510,423.78 | - | -$9,913.18 | -1.91% | -0.198% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.53M | - | -$63,683.33 | -3.99% | +0.21% |
| BSV Vanguard Short-Term Bond ETF | 17,960 | $1.41M | $1.39M | - | -$18,721.37 | -1.33% | -0.077% |
| CECO CECO Environmental Corp. | 4,200 | $215,040 | $276,738 | - | $61,698 | 28.69% | +0.534% |
| DCGO DocGo Inc. | 28,793 | $205,583 | $18,744.24 | - | -$186,838.76 | -90.88% | -2.399% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 12.34M | $372.27M | $548.95M | - | $176.68M | 47.46% | +0.361% |
| DFAR Dimensional US Real Estate ETF | 153,284 | $3.39M | $4.11M | - | $714,806.57 | 21.08% | -0.52% |
| DFAS Dimensional U.S. Small Cap ETF | 23,598 | $1.49M | $1.91M | - | $423,762.59 | 28.47% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 36,207 | $1.92M | $2.56M | - | $644,686.83 | 33.64% | -0.155% |
| DFAU Dimensional US Core Equity Market ETF | 13,131 | $436,606 | $679,923.18 | - | $243,317.18 | 55.73% | +0.544% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 101,538 | $2.61M | $3.71M | - | $1.1M | 42.28% | -0.219% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 2.16M | $60.2M | $81.32M | - | $21.12M | 35.08% | +0.426% |
| DFEV Dimensional Emerging Markets Value ETF | 9,818 | $270,011.53 | $389,872.78 | - | $119,861.25 | 44.39% | +0.076% |
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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 - $24.59M, Dimensional U.S. Core Equity 2 ETF - $14.51M, iShares Short Maturity Bond ETF - $7.08M, Dimensional International Core Equity Market ETF - $6.39M, and SPDR Portfolio Short Term Corporate Bond ETF - $4.77M. 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 $77.41M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $17.95M, Dimensional U.S. Core Equity 2 ETF - $14.49M, iShares Short Maturity Bond ETF - $7.08M, SPDR Portfolio Short Term Corporate Bond ETF - $4.75M, and Dimensional International Core Equity Market ETF - $4.02M. 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.
