Jade Eagles Portfolio

Invests via WEALTHGARDEN F.S. LLC | Managed by Jade Eagles, Josephti S. Cruz, Wendy Turk

Invests via WEALTHGARDEN F.S. LLC

Managed by Jade Eagles, Josephti S. Cruz, Wendy Turk

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 07:00 PM

Jade Eagles Profile

Growth-stage investor and operator focused on consumer technology and sustainability, Jade Eagles leads sourcing and board-level oversight for early growth companies. She specializes in revenue scaling, go-to-market execution and capital formation across Series A–C, and serves as adviser and board director to startups and VC-backed management teams.

Investment Philosophy & Strategy

Active growth-stage investor concentrating on consumer technology and sustainable businesses, prioritizing companies with clear unit economics and repeatable go-to-market models. Emphasizes board-level partnership to accelerate revenue scaling, customer acquisition efficiency, and predictable retention metrics. Capital deployment favors Series A–C rounds with staged follow-on allocations tied to GTM and ARR milestones. Underwriting balances rapid top-line growth with margin expansion, operational playbooks, and founder alignment; exit planning is oriented toward strategic acquirers and growth IPO windows.

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:

7.88%

Gain

Monthly

0.31%

Yearly

3.78%

Drawdown

14.51%

$161.89M

Equity

Holdings

$161.89M

Investment

$135.23M

$60.58M

Profit -$1.09M

Realized

$33.93M

Unrealized

$26.65M

Dividends

$12.26M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$1.09M

Win %

75%

This Week

Compared To Last Week

Gain

-0.92%

Profit

-$1.5M

Win %

75%

This Month

Compared to last month

Gain

-0.29%

Profit

-$467,715.74

Win %

75%

This Year

Compared to last year

Gain

11.42%

Profit

$16.62M

Win %

77%

Gainers
Losers

IHI iShares U.S. Medical Devices ETF

+4.44%

+$26,812.58

ABBV AbbVie Inc.

+3.06%

+$12,422.61

MSFT Microsoft Corp.

+2.52%

+$33,144.59

DIS The Walt Disney Company

+2.15%

+$4,758.93

SCHD Schwab U.S. Dividend Equity ETF

+1.99%

+$53,044.8

XLV Health Care Select Sector SPDR Fund

+1.98%

+$22,554.78

LGLV SPDR SSGA US Large Cap Low Volatility Index ETF

+1.89%

+$5,668.35

AAPL Apple Inc.

+1.74%

+$55,451.49

ITB iShares U.S. Home Construction ETF

+1.51%

+$6,079.95

JNJ Johnson & Johnson

+1.12%

+$2,412.67

LLY Eli Lilly and Company

+1.02%

+$11,439.61

XLE Energy Select Sector SPDR Fund

+0.96%

+$3,735.72

USMV iShares MSCI USA Min Vol Factor ETF

+0.9%

+$4,641.42

NFLX Netflix, Inc.

+0.87%

+$5,488.23

IVE ISHARES S&P 500 VALUE ETF

+0.74%

+$10,179.6

RSP Invesco S&P 500 Equal Weight ETF

+0.72%

+$5,882.8

SPYV SPDR Portfolio S&P 500 Value ETF

+0.69%

+$23,580.7

EVUS iShares ESG Aware MSCI USA Value ETF

+0.46%

+$1,073.65

XLY Consumer Discretionary Select Sector SPDR Fund

+0.4%

+$2,991.81

QUAL iShares MSCI USA Quality Factor ETF

+0.31%

+$11,485.74

BRK-B Berkshire Hathaway Inc.

+0.29%

+$4,011.84

BRK-A Berkshire Hathaway Inc.

+0.27%

+$1,991.57

IJH iShares Core S&P Mid-Cap ETF

+0.2%

+$1,555.27

SPMD SPDR Portfolio S&P 400 Mid Cap ETF

+0.19%

+$457.62

KDEC INN US Small Cap Beta ETF

+0.18%

+$404.95

SJNK SPDR Bloomberg Short Term High Yield Bond ETF

+0.02%

+$596.65

KJAN Innovator U.S. Small Cap Power Buffer ETF January

+0.01%

+$55.72

JPST JPMorgan Ultra-Short Income ETF

+0.01%

+$261.63

NEAR iShares Short Maturity Bond ETF

+0.01%

+$24.5

APOC

BDVL iShares Disciplined Volatility Equity Active ETF

FEBM

OCTM

QCOC

RBUF

SAUG FT Vest US Small Cap Moderate Fund

XLF Financial Select Sector SPDR Fund

ZNOV

ZOCT

BAI iShares A.I. Innovation and Tech Active ETF

-5.43%

-$116,136.04

LSCC Lattice Semiconductor Corporation

-5.15%

-$18,768.64

SOXX iShares Semiconductor ETF

-4.96%

-$45,884.18

RING iShares MSCI Global Gold Miners ETF

-4.08%

-$17,542.07

SMH VanEck Semiconductor ETF

-4.07%

-$20,067.79

SIVR abrdn Physical Silver Shares ETF

-3.85%

-$7,216.2

GOOGL Alphabet Inc

-3.82%

-$18,583.4

GOOG Alphabet Inc

-3.82%

-$51,605.05

SPMO Invesco S&P 500 Momentum ETF

-3.53%

-$59,725.7

XAR SPDR S&P Aerospace & Defense ETF

-3.04%

-$8,369.52

ITA iShares U.S. Aerospace & Defense ETF

-2.91%

-$23,406.09

NVDA NVIDIA Corporation

-2.56%

-$126,461.8

XLK State Street Technology Select Sector SPDR ETF

-2.4%

-$94,468.66

ESGE iShares ESG Aware MSCI EM ETF

-2.29%

-$7,623.6

IYW iShares U.S. Technology ETF

-2.26%

-$12,964.71

IEMG iShares Core MSCI Emerging Markets ETF

-2.13%

-$21,331.6

IWF iShares Russell 1000 Growth ETF

-1.99%

-$20,896.96

GLD SPDR Gold Shares

-1.96%

-$37,076.27

IAU iShares Gold Trust

-1.92%

-$34,385.12

GLDM SPDR Gold MiniShares Trust

-1.9%

-$3,608.15

AVEM Avantis Emerging Markets Equity ETF

-1.86%

-$29,877.12

META Meta Platforms Inc Class A

-1.84%

-$44,721.71

EWJ iShares MSCI Japan ETF

-1.78%

-$7,747.24

QQQM Invesco NASDAQ 100 ETF

-1.67%

-$45,441.12

QQQ Invesco QQQ Trust, Series 1

-1.66%

-$20,914.67

SPYG SPDR Portfolio S&P 500 Growth ETF

-1.63%

-$10,265.7

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-1.61%

-$76,057.05

BLCR iShares Large Cap Core ACT ETF

-1.57%

-$20,696.52

USXF iShares ESG Aware MSCI USA ETF

-1.53%

-$9,107.43

CGGR Capital Group Growth ETF

-1.38%

-$9,589.86

CWI SPDR MSCI ACWI ex-US ETF

-1.3%

-$3,437.7

VUG Vanguard Growth ETF

-1.29%

-$4,149.36

DMXF iShares ESG Advanced MSCI EAFE Index Fund

-1.26%

-$4,097.06

ACWX ISHARES MSCI ACWI EX U.S. ETF

-1.25%

-$22,242.42

CVIE Calvert International Responsible Index ETF

-1.21%

-$21,881.26

IBIT iShares Bitcoin Trust

-1.2%

-$3,992.74

SPDW SPDR Portfolio Developed World ex-US ETF

-1.19%

-$5,442.47

EFG iShares MSCI EAFE Growth ETF

-1.17%

-$3,048.76

CORO Ishares International Country Rotational Active ETF

-1.06%

-$23,656.14

THRO iShares U.S. Thematic Rotation Active ETF

-1.05%

-$18,203.64

VLUE iShares MSCI USA Value Factor ETF

-1.01%

-$5,682.26

TSLA Tesla, Inc.

-1.01%

-$9,877.37

DYNF iShares U.S. Equity Factor Rotation Active ETF

-1.01%

-$39,830.69

JPM JPMorgan Chase & Co.

-0.99%

-$10,481.1

BDYN iShares Dynamic Equity Active ETF

-0.97%

-$44,291.34

SHLD Global X Defense Tech ETF

-0.89%

-$8,701.24

IEFA iShares Core MSCI EAFE ETF

-0.84%

-$15,616.08

HACK Amplify Cybersecurity ETF

-0.84%

-$3,114.55

IVLU iShares MSCI International Value Factor ETF

-0.83%

-$7,709.89

SCHM Schwab U.S. Mid-Cap ETF

-0.75%

-$1,821.35

SCHG Schwab U.S. Large-Cap Growth ETF

-0.72%

-$25,103.25

ESGU iShares ESG Aware MSCI USA ETF

-0.71%

-$11,326.23

OEF iShares S&P 100 ETF

-0.71%

-$10,569.56

DSI iShares MSCI KLD 400 Social ETF

-0.69%

-$3,185.82

URTH iShares MSCI World ETF

-0.66%

-$2,242.37

IVV iShares Core S&P 500 ETF

-0.62%

-$33,240.07

AMZN Amazon.com Inc

-0.62%

-$6,644.24

SPY SPDR S&P 500 ETF Trust

-0.6%

-$3,458

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.59%

-$10,899

ITOT iShares Core S&P Total U.S. Stock Market ETF

-0.59%

-$2,283.38

SCHB Schwab U.S. Broad Market ETF

-0.58%

-$5,798.19

FCPI Fidelity Stocks for Inflation ETF

-0.57%

-$3,337.2

VTI VANGUARD TOTAL STOCK MKT ETF

-0.56%

-$3,070.19

IWB iShares Russell 1000 ETF

-0.53%

-$1,955.58

EFV iShares MSCI EAFE Value ETF

-0.53%

-$8,007.84

SUSA iShares MSCI USA ESG Select ETF

-0.51%

-$1,721.51

XLI Industrial Select Sector SPDR Fund

-0.49%

-$7,440.4

EOCT Innovator Emerging Markets Power Buffer ETF - October

-0.47%

-$1,049.76

IEUR iShares Core MSCI Europe ETF

-0.45%

-$5,475.02

LCTU BlackRock U.S. Carbon Transition Readiness ETF

-0.45%

-$3,313.11

IOCT Innovator International Developed Power Buffer ETF – October

-0.44%

-$4,343.47

IMAY Innovator International Developed Power Buffer ETF - May

-0.43%

-$1,176.07

SFLR Innovator Equity Managed Floor ETF

-0.41%

-$1,840.8

IEV iShares Europe ETF

-0.41%

-$2,999.4

AOM iShares Core 40/60 Moderate Allocation ETF

-0.38%

-$803.89

BDEC Innovator U.S. Equity Buffer ETF

-0.38%

-$1,368.17

IFEB Innovator International Developed Power Buffer ETF - February

-0.38%

-$2,642.28

XLC Communication Services Select Sector SPDR Fund

-0.34%

-$3,407.64

CGDV Capital Group Dividend Value ETF

-0.34%

-$1,635.81

IJAN Innovator International Developed Power Buffer ETF - January

-0.33%

-$1,642.25

FMAY FT Vest U.S. Equity Buffer ETF

-0.29%

-$1,153.52

FMAT Fidelity MSCI Materials Index ETF

-0.28%

-$778.4

YJUN First Trust International Equity Moderate ETF

-0.28%

-$2,744.55

YSEP FT Vident International Equity Fund

-0.27%

-$1,849.2

JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF

-0.27%

-$3,938.11

IWM iShares Russell 2000 ETF

-0.26%

-$2,085.16

IBUF Innovator International Developed 10 Buffer ETF – Quarterly

-0.25%

-$1,350.57

CATF American Century California Municipal Bond ETF

-0.22%

-$1,657.59

BFRZ Innovator Equity Managed 100 Buffer ETF

-0.22%

-$1,213.34

FSEP FT Vest U.S. Equity Buffer E Fund

-0.18%

-$1,615.6

SCHQ Schwab Long-Term U.S. Treasury ETF

-0.18%

-$530.64

ACII Innovator Index Autocallable Income ETF

-0.18%

-$443.3

TFI SPDR Nuveen Bloomberg Municipal Bond ETF

-0.18%

-$370.72

TLT iShares 20+ Year Treasury Bond ETF

-0.17%

-$625.48

IAGG iShares International Aggregate Bond Fund

-0.15%

-$754.42

AWF AllianceBernstein Global High Income Fund Inc.

-0.15%

-$495.5

MUB iShares National Muni Bond ETF

-0.14%

-$619.01

PSTP Innovator Power Buffer Step-Up Strategy ETF

-0.14%

-$1,785.16

TLH iShares 10-20 Year Treasury Bond ETF

-0.14%

-$1,060.83

XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

-0.13%

-$460.86

JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF

-0.13%

-$316.26

DNOV FT Vest US Equity Deep Buffer Fund

-0.13%

-$290.57

VTEB Vanguard Tax-Exempt Bond ETF

-0.12%

-$841.86

SCYB Schwab High Yield Bond ETF

-0.12%

-$474.81

SCHZ Schwab U.S. Aggregate Bond ETF

-0.11%

-$505.45

SCHR Schwab Intermediate-Term U.S. Treasury ETF

-0.1%

-$1,292.67

XJUN FT Vest U.S. Equity Enhanced Fund

-0.1%

-$1,222.9

JAJL Innovator EDP ETF - 6M January/July

-0.1%

-$256.9

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

-0.1%

-$1,007.79

GAUG FT Vest US Equity Moderate Fund

-0.09%

-$208.42

GOVT iShares U.S. Treasury Bond ETF

-0.09%

-$492.37

SPAB SPDR Portfolio Aggregate Bond ETF

-0.09%

-$555.52

DAUG FT Vest U.S. Equity Deep Buffer Fund

-0.07%

-$328.26

EAGG iShares ESG Aware U.S. Aggregate Bond ETF

-0.07%

-$233.21

MBB iShares MBS ETF

-0.07%

-$587.01

UOCT Innovator U.S. Equity Ultra Fund

-0.06%

-$309.57

TOTL SPDR DoubleLine Total Return Tactical ETF

-0.05%

-$143.88

BINC iShares Flexible Income Active ETF

-0.05%

-$483.7

SUSC iShares ESG Aware USD Corporate Bond ETF

-0.04%

-$127.13

KOCT Innovator U.S. Small Cap Power Buffer ETF – October

-0.04%

-$128.32

IUSB iShares Core Universal USD Bond ETF

-0.03%

-$352.15

STIP iShares 0-5 Year TIPS Bond ETF

-0.03%

-$226.68

AGG iShares Core U.S. Aggregate Bond ETF

-0.01%

-$31.34

BALT Inn Defined Wealth Shield Mutual Fund

-0.01%

-$36.7

XSEP FT Vest U.S. Equity Enhance Mutual Fund

-0.01%

-$29.8

JNK SPDR Bloomberg High Yield Bond ETF

-0.01%

-$33.86

Events

Dividends

Dividend Analysis

No Data

Trades 1474	Longs Won 646/1474 43%	Profit Factor 8.27
Profitability	Shorts Won 0/0 0%	Standard Deviation $343,883.16
Average Win $106,697.52	Best Trade (Dec 31) $9.13M	Sharpe Ratio -13.44
Average Loss -$10,063.55	Worst Trade (Dec 31) -$2.27M	Z-Score -12.77 (100%)
Commissions $0	Avg. Trade Length 7m 2w 2d	Expectancy $41,100.13

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	16,129	14,516	12,903	11,290	9,677	8,065	6,452	4,839	3,226	1,613

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Returns

Overall, Monthly

Holdings
History

Positions (165)
Options (0)

Option values are updated at end of day.

No Data

Trades (1026)
Options (0)

No Data

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