Billy DeFrance Portfolio
Invests via Lauterbach Financial Advisors LLC | Managed by Billy DeFrance
Invests via Lauterbach Financial Advisors LLC
Managed by Billy DeFrance
Automatically Tracked
Billy DeFrance Profile
Billy DeFrance leverages an extensive career in technology commercialization and entrepreneurship, driving innovation within competitive markets. His expertise spans several sectors where he has successfully launched startups that blend cutting-edge technology with consumer-centric solutions. Known for his agile leadership style, he fosters environments that empower teams to develop transformative products aligned with emerging market trends. In addition to founding companies, Billy frequently collaborates with investors and strategic partners, navigating complex negotiations and enhancing the growth trajectories of budding ventures. This diverse background uniquely positions him as a significant player in shaping future entrepreneurial landscapes.
Billy DeFrance leverages an extensive career in technology commercialization and entrepreneurship, driving innovation within competitive markets. His expertise spans several sectors where he has successfully launched startups that blend cutting-edge technology with consumer-centric solutions. Known for his agile leadership style, he fosters environments that empower teams to develop transformative products aligned with emerging market trends. In addition to founding companies, Billy frequently collaborates with investors and strategic partners, navigating complex negotiations and enhancing the growth trajectories of budding ventures. This diverse background uniquely positions him as a significant player in shaping future entrepreneurial landscapes.
Investment Philosophy & Strategy
In the dynamic realm of entrepreneurship, Billy DeFrance identifies transformative opportunities at the intersection of technology and consumer demand. His hands-on experience with startups positions him to exploit market inefficiencies, driving innovation that addresses evolving needs. By cultivating collaborative relationships with investors and strategic allies, he seeks to enhance growth potential while championing agile methodologies across his ventures. This approach allows for rapid adaptation in competitive landscapes, enabling teams to pivot quickly as new trends arise. Through this blend of strategic foresight and operational agility, a distinctive investment mindset emerges—one focused on scalable solutions poised for significant impact.
In the dynamic realm of entrepreneurship, Billy DeFrance identifies transformative opportunities at the intersection of technology and consumer demand. His hands-on experience with startups positions him to exploit market inefficiencies, driving innovation that addresses evolving needs. By cultivating collaborative relationships with investors and strategic allies, he seeks to enhance growth potential while championing agile methodologies across his ventures. This approach allows for rapid adaptation in competitive landscapes, enabling teams to pivot quickly as new trends arise. Through this blend of strategic foresight and operational agility, a distinctive investment mindset emerges—one focused on scalable solutions poised for significant impact.
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:
96.63%
Gain +0.86%
Monthly
1.19%
Yearly
15.23%
Drawdown
22.83%
$239.84M
Equity
Holdings
$239.84M
Investment
$155.15M
$87.66M
Profit +$1.33M
Realized
$2.97M
Unrealized
$84.69M
Dividends
$12.38M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$1.33M
Win %
85%
This Week
Compared To Last Week
Gain
-1.24%
Profit
-$3M
Win %
85%
This Month
Compared to last month
Gain
-0.31%
Profit
-$749,444.5
Win %
85%
This Year
Compared to last year
Gain
3.44%
Profit
$7.98M
Win %
85%
AMZN Amazon.com Inc
+15.32%
+$250,792.01 
GOOG Alphabet Inc
+6.88%
+$74,537.65 
MSFT Microsoft Corp.
+3.02%
+$36,161.07 
NVDA NVIDIA Corporation
+2.93%
+$144,343.27 
HAL Halliburton Company
+1.93%
+$11,981.01 
INVZ Innoviz Technologies Ltd.
+1.9%
+$178.16 
PANW Palo Alto Networks, Inc.
+1.89%
+$24,600 
PAYC Paycom Software, Inc.
+1.51%
+$5,058.14 
GE General Electric Company
+1.42%
+$12,665.53 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$3,223.89 
WFC Wells Fargo & Company
+1.19%
+$8,815.86 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$4,807 
IBM International Business Machines Corporation
+0.86%
+$1,363.73 
GEV GE Vernova Inc.
+0.85%
+$5,285.16 
STXF Strive 500 ETF
+0.8%
+$3,284.34 
TSLA Tesla, Inc.
+0.76%
+$2,598.34 
MPC Marathon Petroleum Corporation
+0.76%
+$8,553.86 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,410.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$12,086.98 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,312.23 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,129.87 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$60,737.71 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,240.96 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$19,718.04 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$1,287.75 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$19,386.44 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$2,657.17 
AVUS Avantis U.S. Equity ETF
+0.57%
+$10,796.4 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$8,563.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,192.34 
GM General Motors Company
+0.52%
+$1,781.12 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$4,903.14 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$3,968.16 
PFE Pfizer Inc.
+0.4%
+$4,729.9 
PG Procter & Gamble Co
+0.37%
+$5,382.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,538.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$194,622.72 
JPM JPMorgan Chase & Co.
+0.27%
+$26,458.18 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$30,219 
JNJ Johnson & Johnson
+0.21%
+$1,687.52 
SHOC SHOC US Semiconductor Equity ETF
+0.16%
+$381.98 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$855.54 
C Citigroup Inc.
+0.1%
+$234.37 
WMT Walmart Inc.
+0.09%
+$565.01 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,547.84 
SHV iShares Short Treasury Bond ETF
+0.03%
+$58.83 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$35,682.79 
AAPL Apple Inc.
-7.35%
-$194,124.84 
SYK Stryker Corporation
-6.42%
-$17,872 
MU Micron Technology, Inc.
-5.9%
-$9,654.8 
GIS General Mills, Inc.
-1.84%
-$8,777 
DRI Darden Restaurants, Inc.
-1.64%
-$16,272 
KO The Coca-Cola Company
-1.02%
-$2,413.8 
XOM Exxon Mobil Corporation
-0.97%
-$26,184.42 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$2,961 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$20,415.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,068.6 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$19,846.5 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$3,661.02 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,935.67 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$2,383.69 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$4,589.04 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,190.16 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$3,004.41 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1,369.06 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$17,943 
IWM iShares Russell 2000 ETF
-0.47%
-$1,986.3 
DFIV Dimensional International Value ETF
-0.47%
-$70,073.1 
AVDE Avantis International Equity ETF
-0.46%
-$2,256.66 
DVY iShares Select Dividend ETF
-0.45%
-$1,288.76 
VGT Vanguard Information Technology ETF
-0.38%
-$2,372.74 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,617.48 
DUHP Dimensional US High Profitability ETF
-0.27%
-$1,875.28 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$23,979.26 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,650.69 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$905.75 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$35,806 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$536.16 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$3,021.22 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$5,788.8 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$42,945.65 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$261.18 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$94.08 
V Visa Inc. Class A
-0.04%
-$93.93 
UBER Uber Technologies, Inc.
-0.01%
-$77.35 Events
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Dividends
Dividend Analysis
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| Trades 899 | Longs Won 677/899 75% | Profit Factor 19.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $766,272.2 |
| Average Win $136,561.53 | Best Trade (Aug 17) $18.8M | Sharpe Ratio -9.85 |
| Average Loss -$21,581.72 | Worst Trade (Aug 02) -$503,967.36 | Z-Score 24.61 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 3d | Expectancy $97,509.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,917 | $1.45M | $2.45M | - | $993,824.3 | 68.45% | -7.354% |
| AMZN Amazon.com Inc | 6,951 | $1.27M | $1.89M | - | $619,682.05 | 48.87% | +15.321% |
| AVDE Avantis International Equity ETF | 5,373 | $468,819.05 | $490,071.33 | - | $21,252.28 | 4.53% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 35,886 | $2.47M | $3.76M | - | $1.28M | 51.75% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 9,506 | $639,134.85 | $850,882.06 | - | $211,747.21 | 33.13% | +0.101% |
| AVUS Avantis U.S. Equity ETF | 14,995 | $1.62M | $1.91M | - | $297,899.62 | 18.44% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 38,696 | $3.61M | $4.85M | - | $1.24M | 34.4% | +0.032% |
| BRK-B Berkshire Hathaway Inc. | 2,440 | $943,201.91 | $1.25M | - | $304,955.69 | 32.33% | +0.365% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 328,483 | $5.97M | $9.62M | - | $3.64M | 61.02% | -0.249% |
| C Citigroup Inc. | 1,803 | $210,545.43 | $238,807.35 | - | $28,261.92 | 13.42% | +0.098% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.22M | $35.03M | $54.12M | - | $19.09M | 54.49% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 28,842 | $764,477.91 | $1.08M | - | $317,673.93 | 41.55% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 73,505 | $2.36M | $3.09M | - | $737,712.39 | 31.3% | -0.637% |
| DFAS Dimensional U.S. Small Cap ETF | 21,580 | $1.3M | $1.75M | - | $453,606.14 | 35.03% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 390,415 | $18.6M | $27.61M | - | $9.01M | 48.44% | -0.155% |
| DFAU Dimensional US Core Equity Market ETF | 30,585 | $1.03M | $1.58M | - | $554,440.45 | 53.87% | +0.544% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 447,575 | $11.49M | $16.34M | - | $4.85M | 42.17% | -0.219% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 24,801 | $735,743.38 | $934,997.7 | - | $199,254.32 | 27.08% | +0.426% |
| DFIV Dimensional International Value ETF | 259,530 | $8.56M | $14.86M | - | $6.3M | 73.62% | -0.469% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 8,706 | $419,126.65 | $411,880.86 | - | -$7,245.79 | -1.73% | -0.063% |
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FAQ
Which stocks have generated the highest profits for Billy DeFrance?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $2.7M, Dimensional US Targeted Value ETF - $1.8M, Dimensional International Value ETF - $1.77M, Dimensional World ex U.S. Core Equity 2 ETF - $1.57M, and Dimensional US Marketwide Value ETF - $1.34M. 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: Paycom Software, Inc - $276,703.19, Coinbase Global, Inc - $252,960.03, Innoviz Technologies Ltd - $112,655.75, Tesla, Inc - $101,097.72, and lululemon athletica inc - $99,306. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Billy DeFrance's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.38M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $2.14M, Dimensional World ex U.S. Core Equity 2 ETF - $1.61M, Dimensional International Value ETF - $1.61M, Dimensional US Targeted Value ETF - $1.37M, and Dimensional US Marketwide Value ETF - $744,375.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Billy DeFrance's monthly returns?
Billy DeFrance'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 Billy DeFrance's strategy be considered aggressive or moderate?
Billy DeFrance'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 Billy DeFrance's strategy?
Billy DeFrance'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.
