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:
0.07%
Gain
Monthly
0.09%
Yearly
1.09%
Drawdown
61.19%
$1.52B
Equity
Holdings
$1.52B
Investment
$1.13B
$407.98M
Profit -$6.05M
Realized
$13.21M
Unrealized
$394.78M
Dividends
$76.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$6.05M
Win %
90%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$6.98M
Win %
90%
This Month
Compared to last month
Gain
-0.47%
Profit
-$7.14M
Win %
90%
This Year
Compared to last year
Gain
9.22%
Profit
$128.63M
Win %
90%
NOTV Inotiv Inc.
+63.64%
+$70 
MDLZ Mondelez International, Inc.
+3.98%
+$10,267.92 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+2.75%
+$4,592.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.14%
+$8,880 
UVE Universal Insurance Holdings, Inc.
+2.11%
+$18,856.51 
DFAR Dimensional US Real Estate ETF
+1.98%
+$85,568.18 
VNQ Vanguard Real Estate ETF
+1.87%
+$322,503.09 
WES Western Midstream Partners, LP
+1.77%
+$13,453.97 
DVY iShares Select Dividend ETF
+1.61%
+$10,264.58 
DFSV Dimensional US Small Cap Value ETF
+1.52%
+$30,713.31 
DFGR Dimensional Global Real Estate ETF
+1.47%
+$432,799.73 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$36,388.04 
AVRE Avantis Real Estate ETF
+1.39%
+$21,353.81 
EPD Enterprise Products Partners L.P.
+1.36%
+$14,906.28 
ET Energy Transfer L.P.
+1.23%
+$32,142.04 
AVUV Avantis U.S. Small Cap Value ETF
+1.19%
+$24,652.36 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.18%
+$4,047.76 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.17%
+$9,276.12 
XLE Energy Select Sector SPDR Fund
+1.13%
+$3,539.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.99%
+$2,986.8 
VOE Vanguard Mid-Cap Value ETF
+0.84%
+$1,894.49 
IWD iShares Russell 1000 Value ETF
+0.75%
+$4,023.95 
IVE ISHARES S&P 500 VALUE ETF
+0.72%
+$2,954.18 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$15,598.32 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.67%
+$1,476.16 
DXUV Dimensional US Vector Equity ETF
+0.6%
+$11,269.93 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$5,794.97 
DFAS Dimensional U.S. Small Cap ETF
+0.49%
+$9,321.21 
PWV Invesco Large Cap Value ETF
+0.48%
+$2,298.62 
DOMO Domo Inc. Class B Common Stock
+0.45%
+$813.4 
VTV Vanguard Value ETF
+0.39%
+$5,990.04 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$726 
BRK-A Berkshire Hathaway Inc.
+0.31%
+$4,483.86 
IWR iShares Russell Mid-Cap ETF
+0.29%
+$1,197.76 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$802 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$8,104.64 
VB Vanguard Small-Cap ETF
+0.22%
+$3,817.99 
DUHP Dimensional US High Profitability ETF
+0.18%
+$918.08 
DFUV Dimensional US Marketwide Value ETF
+0.12%
+$520.98 
DFVX Dimensional US Large Cap Vector ETF
+0.04%
+$133.03 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$188.91 
AAUA Alpha Architect US Equity 3 ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
ACHR Archer Aviation Inc.
-5.54%
-$2,650 
DCGO DocGo Inc.
-4.32%
-$826.36 
SMH VanEck Semiconductor ETF
-3.89%
-$16,422 
XLK State Street Technology Select Sector SPDR ETF
-2.32%
-$11,900.4 
VGT Vanguard Information Technology ETF
-1.94%
-$42,090.24 
GLD SPDR Gold Shares
-1.86%
-$7,238.32 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$33,149.68 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.77%
-$1.56M 
AVEM Avantis Emerging Markets Equity ETF
-1.72%
-$862,747.94 
DFEV Dimensional Emerging Markets Value ETF
-1.63%
-$6,578.06 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$33,239.19 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$21,162.75 
IWP iShares Russell Mid-Cap Growth ETF
-1.32%
-$10,084.35 
MGK Vanguard Mega Cap Growth ETF
-1.3%
-$4,715.4 
VUG Vanguard Growth ETF
-1.24%
-$41,470.14 
SCHF Schwab International Equity ETF
-1.18%
-$2,911.35 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.18%
-$44,414.81 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$18,979.29 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.12%
-$3,470.2 
VEU Vanguard FTSE All-World ex-US ETF
-1.09%
-$5,660.77 
AVDV Avantis International Small Cap Value ETF
-1.04%
-$5,120.22 
FUN Six Flags Entertainment Corporation
-0.98%
-$2,514.46 
AVDE Avantis International Equity ETF
-0.93%
-$2.53M 
CECO CECO Environmental Corp.
-0.83%
-$2,814 
EFA iShares MSCI EAFE ETF
-0.8%
-$6,378.96 
INTF iShares International Equity Factor ETF
-0.77%
-$3,200 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$16,173 
RY Royal Bank of Canada
-0.73%
-$2,458.14 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.71%
-$4,891.4 
DFIC Dimensional International Core Equity Market ETF
-0.65%
-$434,677.04 
DFIS Dimensional International Small Cap ETF
-0.62%
-$4,171.86 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$5,507.1 
DFIV Dimensional International Value ETF
-0.6%
-$1,697.44 
DFUS Dimensional U.S. Equity Market ETF
-0.59%
-$3,907.16 
DFSI Dimensional International Sustainability Core 1 ETF
-0.57%
-$1,613.82 
IVV iShares Core S&P 500 ETF
-0.55%
-$33,171.6 
VOO Vanguard S&P 500 ETF
-0.55%
-$65,333.4 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$17,044.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.54%
-$5,551.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.53%
-$2,810.97 
SCHB Schwab U.S. Broad Market ETF
-0.51%
-$5,084.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$33,473.72 
SCHX Schwab U.S. Large-Cap ETF
-0.49%
-$3,698.22 
IWV ISHARES RUSSELL 3000 ETF
-0.48%
-$2,138.28 
IWB iShares Russell 1000 ETF
-0.47%
-$5,900.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$1,206.4 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.43%
-$1,954.07 
VGK Vanguard FTSE Europe ETF
-0.36%
-$1,585.67 
DFAU Dimensional US Core Equity Market ETF
-0.35%
-$2,429.24 
VXF Vanguard Extended Market ETF
-0.34%
-$1,081.92 
AVUS Avantis U.S. Equity ETF
-0.32%
-$255,013.35 
IDV iShares International Select Dividend ETF
-0.24%
-$856.07 
DISV Dimensional International Small Cap Equity Fund
-0.24%
-$665.4 
PGX Invesco Preferred ETF
-0.23%
-$263.37 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.17%
-$905,824.72 
IWM iShares Russell 2000 ETF
-0.15%
-$745.63 
DFSU Dimensional US Sustainability Core 1 ETF
-0.13%
-$635.1 
MUB iShares National Muni Bond ETF
-0.13%
-$39,385.57 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,582.05 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.08%
-$7,718.73 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$535.54 
MEAR iShares Short Maturity Bond ETF
-0.05%
-$56,910.47 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$116.06 
SCHV Schwab U.S. Large-Cap Value ETF
-0.04%
-$319.12 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.04%
-$203.79 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$24,081.55 
VO Vanguard Mid-Cap ETF
-0.03%
-$621.5 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$242.04 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$810.54 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$41.65 Events
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Dividends
Dividend Analysis
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| Trades 1186 | Longs Won 804/1186 67% | Profit Factor 54.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.6M |
| Average Win $516,940.56 | Best Trade (Jul 14) $75.35M | Sharpe Ratio -10.29 |
| Average Loss -$19,988.86 | Worst Trade (Mar 31) -$359,123.37 | Z-Score 14.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1d | Expectancy $344,000.39 |
| 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 | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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