Bray Creech Portfolio
Invests via Joel Adams & Associates, Inc. | Managed by Bray Creech, Chad Storck
Invests via Joel Adams & Associates, Inc.
Managed by Bray Creech, Chad Storck
Automatically Tracked
Bray Creech Profile
A veteran entrepreneur and active angel investor, Bray Creech brings operating experience to early and growth-stage technology and consumer companies. He focuses on board-level support, go-to-market scaling, and capital formation, advising founders on product-market fit and fundraising. Known for hands-on mentorship and syndicate investing, his background spans operational leadership, venture investing and exits across startup ecosystems.
A veteran entrepreneur and active angel investor, Bray Creech brings operating experience to early and growth-stage technology and consumer companies. He focuses on board-level support, go-to-market scaling, and capital formation, advising founders on product-market fit and fundraising. Known for hands-on mentorship and syndicate investing, his background spans operational leadership, venture investing and exits across startup ecosystems.
Investment Philosophy & Strategy
Prioritizes hands-on, founder-focused capital deployed into early and growth-stage technology and consumer ventures, combining operational leadership with active board engagement to accelerate go-to-market and scale revenue. Targets companies with clear product-market fit and repeatable customer acquisition, using syndicate co-investment to diversify risk while concentrating follow-on capital where operational leverage exists. Emphasizes pragmatic timelines, measurable KPIs for fundraising readiness, and exit-aware growth plans that balance unit economics with rapid adoption.
Prioritizes hands-on, founder-focused capital deployed into early and growth-stage technology and consumer ventures, combining operational leadership with active board engagement to accelerate go-to-market and scale revenue. Targets companies with clear product-market fit and repeatable customer acquisition, using syndicate co-investment to diversify risk while concentrating follow-on capital where operational leverage exists. Emphasizes pragmatic timelines, measurable KPIs for fundraising readiness, and exit-aware growth plans that balance unit economics with rapid adoption.
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:
18.15%
Gain +0.46%
Monthly
0.78%
Yearly
9.77%
Drawdown
9.84%
$153.64M
Equity
Holdings
$153.64M
Investment
$135.04M
$19.84M
Profit +$605,121.44
Realized
$1.25M
Unrealized
$18.59M
Dividends
$5.6M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$605,121.44
Win %
53%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$473,977.86
Win %
53%
This Month
Compared to last month
Gain
0.54%
Profit
$829,008.83
Win %
53%
This Year
Compared to last year
Gain
-1.36%
Profit
-$2.09M
Win %
58%
LLY Eli Lilly and Company
+4.74%
+$122,263.56 
HD The Home Depot, Inc.
+3.19%
+$6,714.15 
MCD McDonald's Corporation
+1.83%
+$3,736.53 
ROST Ross Stores, Inc.
+1.83%
+$8,429.98 
SDY SPDR S&P Dividend ETF
+1.28%
+$9,129.64 
IWS iShares Russell Mid-Cap Value ETF
+1.07%
+$3,155.68 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.06%
+$7,696.25 
MSFT Microsoft Corp.
+1.03%
+$8,121.74 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
+0.92%
+$20,349.68 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.91%
+$2,141.2 
DFSI Dimensional International Sustainability Core 1 ETF
+0.81%
+$4,743.36 
USMV iShares MSCI USA Min Vol Factor ETF
+0.8%
+$5,356.47 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$16,022.87 
NEE NextEra Energy, Inc.
+0.77%
+$1,524 
JNJ Johnson & Johnson
+0.74%
+$4,356.45 
MUB iShares National Muni Bond ETF
+0.73%
+$22,928.9 
IEF iShares 7-10 Year Treasury Bond ETF
+0.72%
+$2,930.47 
VTEB Vanguard Tax-Exempt Bond ETF
+0.7%
+$70,752.34 
IWD iShares Russell 1000 Value ETF
+0.68%
+$3,128.68 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.66%
+$2,029.44 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.65%
+$2,092.74 
AGG iShares Core U.S. Aggregate Bond ETF
+0.61%
+$109,866.12 
COST Costco Wholesale Corporation
+0.6%
+$1,929.92 
BND Vanguard Total Bond Market Index Fund
+0.6%
+$11,725.44 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.59%
+$62,225.01 
DFSU Dimensional US Sustainability Core 1 ETF
+0.58%
+$13,451.62 
AAPL Apple Inc.
+0.53%
+$9,782.84 
IJH iShares Core S&P Mid-Cap ETF
+0.53%
+$16,539.22 
GOVT iShares U.S. Treasury Bond ETF
+0.52%
+$3,130.76 
IEFA iShares Core MSCI EAFE ETF
+0.48%
+$26,871.82 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$1,895.4 
VO Vanguard Mid-Cap ETF
+0.47%
+$13,354.12 
GOOGL Alphabet Inc
+0.43%
+$2,752.73 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.42%
+$1,007.64 
BRK-B Berkshire Hathaway Inc.
+0.35%
+$2,498.72 
BNDX Vanguard Total International Bond ETF
+0.31%
+$1,237.87 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.3%
+$6,349.98 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.27%
+$1,270.94 
ESGV Vanguard ESG U.S. Stock ETF
+0.26%
+$3,505.62 
SUB iShares Short-Term National Muni Bond ETF
+0.26%
+$2,845.53 
VSGX Vanguard ESG International Stock ETF
+0.25%
+$28,898.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.21%
+$456.17 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$2,903.75 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.16%
+$19,617.73 
IVV iShares Core S&P 500 ETF
+0.09%
+$616.7 
VOO Vanguard S&P 500 ETF
+0.09%
+$20,113.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$670.32 
NEAR iShares Short Maturity Bond ETF
+0.05%
+$686.83 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.05%
+$408.59 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$2,359.35 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$108.15 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ANET Arista Networks, Inc.
-6.39%
-$15,681.16 
CAT Caterpillar Inc.
-2.94%
-$5,302 
MTUM iShares MSCI USA Momentum Factor ETF
-1.99%
-$14,804.73 
NVDA NVIDIA Corporation
-1.67%
-$5,867.1 
XLK State Street Technology Select Sector SPDR ETF
-1.29%
-$5,884.9 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$22,929.1 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.05%
-$2,671.55 
VEGN US Vegan Climate ETF
-0.67%
-$4,970.92 
QQQ Invesco QQQ Trust, Series 1
-0.61%
-$4,683 
ILCG iShares Morningstar Growth ETF
-0.57%
-$2,560.8 
IWF iShares Russell 1000 Growth ETF
-0.45%
-$2,339.68 
JPM JPMorgan Chase & Co.
-0.23%
-$1,452.73 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$912.56 
AMZN Amazon.com Inc
-0.13%
-$459.34 
DUK Duke Energy Corporation
-0.01%
-$21.89 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.01%
-$289.37 Events
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Dividends
Dividend Analysis
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| Trades 348 | Longs Won 217/348 62% | Profit Factor 11.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $348,871.4 |
| Average Win $100,421.93 | Best Trade (Oct 14) $5.22M | Sharpe Ratio -11.31 |
| Average Loss -$14,889.37 | Worst Trade (Oct 14) -$395,167.98 | Z-Score -0.79 (56.82%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $57,014.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,349 | $1.34M | $1.84M | - | $504,779.74 | 37.68% | +0.533% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 11,674 | $684,880.05 | $868,137.01 | - | $183,256.96 | 26.76% | +0.047% |
| AGG iShares Core U.S. Aggregate Bond ETF | 191,138 | $18.66M | $18.23M | - | -$421,521.79 | -2.26% | +0.606% |
| AMZN Amazon.com Inc | 1,351 | $296,396 | $342,802.74 | - | $46,406.74 | 15.66% | -0.134% |
| ANET Arista Networks, Inc. | 1,256 | $213,369 | $229,766.36 | - | $16,397.36 | 7.68% | -6.389% |
| BND Vanguard Total Bond Market Index Fund | 27,792 | $2.01M | $1.97M | - | -$42,245.42 | -2.1% | +0.599% |
| BNDX Vanguard Total International Bond ETF | 8,537 | $416,103.99 | $402,903.71 | - | -$13,200.28 | -3.17% | +0.308% |
| BRK-B Berkshire Hathaway Inc. | 1,358 | $615,554.31 | $717,282.02 | - | $101,727.71 | 16.53% | +0.35% |
| CAT Caterpillar Inc. | 241 | $256,641 | $175,202.18 | - | -$81,438.82 | -31.73% | -2.937% |
| COST Costco Wholesale Corporation | 326 | $298,704 | $322,061.92 | - | $23,357.92 | 7.82% | +0.603% |
| CVLC Calvert US Large Cap Core Responsible Index Fund | 126,566 | $10.76M | $12.02M | - | $1.26M | 11.68% | +0.163% |
| CVMC Calvert US Mid-Cap Core Responsible Index Fund | 29,926 | $1.95M | $2.23M | - | $272,230.25 | 13.93% | +0.922% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 11,407 | $295,072.93 | $416,355.5 | - | $121,282.57 | 41.1% | -0.219% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 5,408 | $229,135.5 | $251,093.44 | - | $21,957.94 | 9.58% | -1.053% |
| DFSI Dimensional International Sustainability Core 1 ETF | 13,176 | $488,758.58 | $593,710.56 | - | $104,951.98 | 21.47% | +0.805% |
| DFSU Dimensional US Sustainability Core 1 ETF | 48,915 | $1.94M | $2.35M | - | $401,700.4 | 20.67% | +0.577% |
| DUK Duke Energy Corporation | 2,189 | $235,842.98 | $261,870.07 | - | $26,027.09 | 11.04% | -0.008% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 230,463 | $10.74M | $10.53M | - | -$214,280.59 | -2% | +0.595% |
| ESGV Vanguard ESG U.S. Stock ETF | 9,875 | $1.07M | $1.34M | - | $274,039.21 | 25.59% | +0.261% |
| GOOGL Alphabet Inc | 1,823 | $345,093.99 | $636,500.45 | - | $291,406.46 | 84.44% | +0.434% |
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FAQ
Which stocks have generated the highest profits for Bray Creech?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $1.17M, Vanguard ESG International Stock ETF - $770,006.58, Vanguard S&P 500 ETF - $658,685.03, iShares ESG Aware U.S. Aggregate Bond ETF - $607,882.64, and Vanguard Tax-Exempt Bond ETF - $542,601.6. 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: Raymond James Financial Inc - $37,439.43, Alphabet Inc - $18,176.4, AllianceBernstein Holding L.P - $9,250, Procter & Gamble Co - $8,521.34, and Kimberly-Clark Corporation - $2,919.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bray Creech's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.6M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.15M, iShares ESG Aware U.S. Aggregate Bond ETF - $606,389.1, Vanguard Tax-Exempt Bond ETF - $567,995.19, Vanguard ESG International Stock ETF - $567,273.06, and Vanguard S&P 500 ETF - $429,534.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bray Creech's monthly returns?
Bray Creech's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Bray Creech's strategy be considered aggressive or moderate?
Bray Creech's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Bray Creech's strategy?
Bray Creech's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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