Dustin Schick Portfolio
Invests via Evergreen Private Wealth LLC | Managed by Scott Preston, Steven Bowes, Dustin Schick, Jodie Wilson
Invests via Evergreen Private Wealth LLC
Managed by Scott Preston, Steven Bowes, Dustin Schick, Jodie Wilson
Automatically Tracked
Dustin Schick Profile
Operator-turned-investor focused on scaling technology startups, with hands-on experience in product, engineering and growth across SaaS and consumer platforms. Dustin Schick advises founders, participates in seed and early-stage financings and helps portfolio companies with go-to-market strategy, hiring and metrics-driven product development. Active in angel and micro-VC ecosystems, maintains networks across founders, operators and limited partners and is frequently involved in corporate development and strategic partnerships.
Operator-turned-investor focused on scaling technology startups, with hands-on experience in product, engineering and growth across SaaS and consumer platforms. Dustin Schick advises founders, participates in seed and early-stage financings and helps portfolio companies with go-to-market strategy, hiring and metrics-driven product development. Active in angel and micro-VC ecosystems, maintains networks across founders, operators and limited partners and is frequently involved in corporate development and strategic partnerships.
Investment Philosophy & Strategy
Operator-turned-investor who targets seed and early-stage SaaS and consumer startups where product-led growth and measurable engagement metrics drive valuation. Prefers concentrated, high-conviction positions with reserved capital for follow-on rounds; investment decisions are grounded in founder quality, technical execution capacity, and repeatable go-to-market motion. Employs a hands-on playbook—advising on hiring, product analytics, growth experiments and strategic partnerships—to de-risk operational execution. Time horizon is long-term value creation, with valuation discipline and network-enabled syndication to accelerate scale.
Operator-turned-investor who targets seed and early-stage SaaS and consumer startups where product-led growth and measurable engagement metrics drive valuation. Prefers concentrated, high-conviction positions with reserved capital for follow-on rounds; investment decisions are grounded in founder quality, technical execution capacity, and repeatable go-to-market motion. Employs a hands-on playbook—advising on hiring, product analytics, growth experiments and strategic partnerships—to de-risk operational execution. Time horizon is long-term value creation, with valuation discipline and network-enabled syndication to accelerate scale.
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:
5.37%
Gain
Monthly
0.17%
Yearly
2.08%
Drawdown
22.39%
$270.1M
Equity
Holdings
$270.1M
Investment
$217.29M
$62.8M
Profit +$825,061.65
Realized
$10M
Unrealized
$52.8M
Dividends
$10.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$825,061.65
Win %
68%
This Week
Compared To Last Week
Gain
0.55%
Profit
$1.47M
Win %
68%
This Month
Compared to last month
Gain
0.58%
Profit
$1.56M
Win %
68%
This Year
Compared to last year
Gain
9.17%
Profit
$22.69M
Win %
69%
CTAS Cintas Corporation
+6.94%
+$10,413 
INTU Intuit Inc.
+5.74%
+$143,069.7 
IT Gartner Inc.
+5.29%
+$5,507.54 
VRSK Verisk Analytics Inc.
+4.75%
+$254,139.05 
PAYX Paychex Inc.
+4.14%
+$6,461.52 
WM Waste Management, Inc.
+4.04%
+$240,835.7 
PLD Prologis Inc.
+3.89%
+$168,543.9 
CRM Salesforce Inc
+3.81%
+$7,178.99 
ADBE Adobe Inc.
+3.78%
+$225,288.52 
ZTS Zoetis Inc.
+3.75%
+$135,909.67 
MRK Merck & Co., Inc.
+3.56%
+$6,613.18 
IBM International Business Machines Corporation
+3.27%
+$6,025.53 
ROST Ross Stores, Inc.
+3.04%
+$262,178.12 
ABBV AbbVie Inc.
+3.03%
+$7,812.27 
AMGN Amgen Inc.
+2.87%
+$8,085.5 
CPRT Copart Inc.
+2.79%
+$3,373.64 
T AT&T Inc.
+2.68%
+$85,810.74 
ULTA Ulta Beauty Inc.
+2.49%
+$123,748.8 
CHKP Check Point Software Technologies Ltd.
+2.35%
+$145,328.28 
HBAN Huntington Bancshares Incorporated
+2.31%
+$147,293.13 
DINO HF Sinclair Corporation
+2.25%
+$65,089.71 
TGT Target Corporation
+2.11%
+$105,788.68 
MSFT Microsoft Corp.
+2.09%
+$135,206.39 
OKE ONEOK, Inc.
+2.05%
+$4,302.87 
HCA HCA Healthcare Inc.
+2.04%
+$83,846.92 
PPG PPG Industries Inc.
+2.01%
+$2,614.64 
AGO Assured Guaranty Ltd.
+1.89%
+$2,133.46 
V Visa Inc. Class A
+1.84%
+$3,400.8 
AAPL Apple Inc.
+1.65%
+$130,404.6 
CHD Church & Dwight Co., Inc.
+1.55%
+$2,354.09 
IJS iShares S&P Small-Cap 600 Value ETF
+1.41%
+$2,284.97 
PH Parker-Hannifin Corporation
+1.06%
+$44,763.22 
KMI Kinder Morgan, Inc.
+1.02%
+$22,481.58 
IVE ISHARES S&P 500 VALUE ETF
+0.75%
+$5,595.9 
XOM Exxon Mobil Corporation
+0.73%
+$816.2 
AMZN Amazon.com Inc
+0.61%
+$46,470.1 
EOG EOG Resources, Inc.
+0.57%
+$23,130.9 
NFLX Netflix, Inc.
+0.53%
+$27,136.98 
TMO Thermo Fisher Scientific Inc.
+0.35%
+$24,882.5 
NUSC Nuveen ESG Small-Cap ETF
+0.3%
+$510.11 
GOOGL Alphabet Inc
+0.27%
+$32,314.51 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$12,901.12 
IBMO iShares iBonds Dec 2026 Term ETF
+0.16%
+$2,087.44 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.13%
+$493.65 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$743.31 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.02%
+$257.18 
GLW Corning Incorporated
-10.38%
-$26,042.18 
AMD Advanced Micro Devices, Inc.
-5.82%
-$28,225.72 
AMAT Applied Materials, Inc.
-2.66%
-$592,620.01 
ANET Arista Networks, Inc.
-2.54%
-$199,285.62 
NVDA NVIDIA Corporation
-2.41%
-$9,062.4 
ESGE iShares ESG Aware MSCI EM ETF
-2.08%
-$4,147.45 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.07%
-$163,675.86 
FTNT Fortinet Inc.
-1.99%
-$148,180.05 
PHYS Sprott Physical Gold Trust
-1.65%
-$2,727 
RTX RTX Corporation
-1.51%
-$4,339.46 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$2,128.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.1%
-$3,817.34 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.04%
-$10,144.8 
TT Trane Technologies plc
-0.94%
-$1,988.91 
FENI Fidelity Enhanced International ETF
-0.83%
-$8,956.9 
PANW Palo Alto Networks, Inc.
-0.66%
-$3,362.19 
JPM JPMorgan Chase & Co.
-0.46%
-$36,913.85 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$540.75 
FMHI First Trust Municipal High Income Fund
-0.33%
-$6,501.15 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.32%
-$16,710.96 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.29%
-$5,180.62 
IVV iShares Core S&P 500 ETF
-0.27%
-$600.26 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$477.3 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.25%
-$26,180.88 
EUFN iShares MSCI Europe Financials ETF
-0.22%
-$8,723.63 
BNDX Vanguard Total International Bond ETF
-0.17%
-$8,728.64 
NEE NextEra Energy, Inc.
-0.16%
-$288.69 
TLH iShares 10-20 Year Treasury Bond ETF
-0.15%
-$12,720.07 
MMIT NYLI MacKay Muni Intermediate ETF
-0.12%
-$2,345.94 
FSMD Fidelity Small-Mid Multifactor ETF
-0.11%
-$6,886.82 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.1%
-$3,446.6 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.1%
-$547.07 
FMDE Fidelity Enhanced Mid Cap ETF
-0.09%
-$1,034.53 
FDHY Fidelity Enhanced High Yield ETF
-0.08%
-$2,178.04 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$171.94 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.06%
-$2,029.48 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$795.66 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$741.39 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$707.41 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.01%
-$17.73 Events
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Dividends
Dividend Analysis
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| Trades 1274 | Longs Won 811/1274 63% | Profit Factor 4.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $467,694.57 |
| Average Win $101,963.83 | Best Trade (Jul 15) $12.58M | Sharpe Ratio -12.49 |
| Average Loss -$42,956.87 | Worst Trade (Jul 15) -$3.92M | Z-Score -2.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $49,296.41 |
| 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 | 6,289 | 5,660 | 5,031 | 4,403 | 3,774 | 3,145 | 2,516 | 1,887 | 1,258 | 629 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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