Chris Williams Portfolio
Invests via Applied Capital LLC | Managed by Brad Raines, Tim Cantrell
Invests via Applied Capital LLC
Managed by Brad Raines, Tim Cantrell
Automatically Tracked
Chris Williams Profile
With a diverse background in technology and finance, Chris Williams has carved out a niche as an influential entrepreneur and thought leader in the startup ecosystem. Having launched multiple successful ventures, he is recognized for his ability to drive innovation while navigating complex market dynamics. His experience spans across product development and strategic marketing within fast-growing industries, positioning him as a pivotal figure in the entrepreneurial landscape. By fostering connections among investors and emerging companies, he plays a significant role in bridging capital with groundbreaking ideas.
With a diverse background in technology and finance, Chris Williams has carved out a niche as an influential entrepreneur and thought leader in the startup ecosystem. Having launched multiple successful ventures, he is recognized for his ability to drive innovation while navigating complex market dynamics. His experience spans across product development and strategic marketing within fast-growing industries, positioning him as a pivotal figure in the entrepreneurial landscape. By fostering connections among investors and emerging companies, he plays a significant role in bridging capital with groundbreaking ideas.
Investment Philosophy & Strategy
Growth opportunities within the tech sector are a focal point for Chris Williams, who leverages his entrepreneurial acumen to identify and nurture innovative startups. With an established track record of launching ventures that resonate with market demands, he emphasizes scalability as a core driver of investment decisions. His hands-on approach allows him to engage deeply in operational strategies while facilitating partnerships that create synergies between talent and capital. By concentrating on businesses poised for significant impact, he seeks to empower entrepreneurs with resources necessary for breakthrough success.
Growth opportunities within the tech sector are a focal point for Chris Williams, who leverages his entrepreneurial acumen to identify and nurture innovative startups. With an established track record of launching ventures that resonate with market demands, he emphasizes scalability as a core driver of investment decisions. His hands-on approach allows him to engage deeply in operational strategies while facilitating partnerships that create synergies between talent and capital. By concentrating on businesses poised for significant impact, he seeks to empower entrepreneurs with resources necessary for breakthrough success.
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:
94.73%
Gain +1.47%
Monthly
1.05%
Yearly
13.31%
Drawdown
20.26%
$312.46M
Equity
Holdings
$312.46M
Investment
$215.34M
$98.75M
Profit +$2.34M
Realized
$1.63M
Unrealized
$97.12M
Dividends
$19.01M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.47%
Profit
$2.34M
Win %
80%
This Week
Compared To Last Week
Gain
-1.1%
Profit
-$3.48M
Win %
80%
This Month
Compared to last month
Gain
0.48%
Profit
$1.48M
Win %
80%
This Year
Compared to last year
Gain
1.17%
Profit
$3.61M
Win %
79%
AAPL Apple Inc.
+2.74%
+$9,782.34 
CAT Caterpillar Inc.
+1.91%
+$4,721.66 
VGT Vanguard Information Technology ETF
+1.54%
+$23,959.17 
FTEC Fidelity MSCI Information Technology Index ETF
+1.53%
+$3,749.28 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+1.49%
+$42,837.15 
DEHP Dimensional Emerging Markets High Profitability ETF
+1.43%
+$27,927.65 
AVXC Avantis Emerging Markets Ex China ETF
+1.3%
+$8,275.06 
DFEV Dimensional Emerging Markets Value ETF
+1.28%
+$25,287.35 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.21%
+$23,413.37 
META Meta Platforms Inc Class A
+1.2%
+$3,509.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.13%
+$291,022.65 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1%
+$121,794.06 
SPY SPDR S&P 500 ETF Trust
+0.97%
+$2,246.03 
VOO Vanguard S&P 500 ETF
+0.96%
+$404,424.19 
VT Vanguard Total World Stock ETF
+0.95%
+$4,444.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.93%
+$25,924.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.86%
+$175,985.59 
DFIV Dimensional International Value ETF
+0.85%
+$19,268.37 
DFIC Dimensional International Core Equity Market ETF
+0.82%
+$151,814.88 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.81%
+$512,218.01 
DFUS Dimensional U.S. Equity Market ETF
+0.8%
+$25,286.62 
DXIV Dimensional International Vector Equity ETF
+0.77%
+$4,352.19 
DIHP Dimensional International High Profitability Portfolio
+0.74%
+$40,997.88 
DUHP Dimensional US High Profitability ETF
+0.73%
+$112,885.38 
DXUV Dimensional US Vector Equity ETF
+0.67%
+$7,952.48 
VWO Vanguard FTSE Emerging Markets ETF
+0.67%
+$68,972 
VXF Vanguard Extended Market ETF
+0.64%
+$112,670.55 
VTV Vanguard Value ETF
+0.49%
+$2,237.27 
DFUV Dimensional US Marketwide Value ETF
+0.49%
+$8,463.4 
DFAR Dimensional US Real Estate ETF
+0.45%
+$11,940.57 
BUFF Innovator Laddered Allocation Fund
+0.43%
+$4,950.06 
MSFT Microsoft Corp.
+0.4%
+$1,412.9 
DFAT Dimensional US Targeted Value ETF
+0.4%
+$13,053.6 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
+0.36%
+$1,477.07 
ZJAN Innovator Defined Wealth Shield ETF
+0.31%
+$734.71 
BALT Inn Defined Wealth Shield Mutual Fund
+0.29%
+$11,131.6 
DFNM Dimensional National Municipal Bond ETF
+0.26%
+$3,004.44 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.16%
+$530.14 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.16%
+$338.78 
DFCF Dimensional Core Fixed Income ETF
+0.12%
+$6,769.55 
BND Vanguard Total Bond Market Index Fund
+0.11%
+$2,372.88 
BNDW Vanguard Total World Bond ETF
+0.1%
+$16,069.89 
BNDX Vanguard Total International Bond ETF
+0.06%
+$420.72 
DFGP Dimensional Global Core Fixed Income Fund
+0.04%
+$2,450.96 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$119.31 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$617.19 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
QBSF AllianzIM U.S. Equity Buffer15 ETF
0%
$0 CPSL
CPSL
0%
$0 ZJUN
ZJUN
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$679.17 Events
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Dividends
Dividend Analysis
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| Trades 890 | Longs Won 575/890 64% | Profit Factor 14.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $793,913.27 |
| Average Win $184,659.98 | Best Trade (Aug 13) $20.74M | Sharpe Ratio -9.31 |
| Average Loss -$23,584 | Worst Trade (Mar 31) -$423,355.53 | Z-Score 2.97 (99.7%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1d | Expectancy $110,955.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,093 | $167,340.7 | $366,723.36 | - | $199,382.66 | 119.15% | +2.741% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 11,781 | $344,665.72 | $336,877.69 | - | -$7,788.03 | -2.26% | +0.158% |
| AVXC Avantis Emerging Markets Ex China ETF | 7,687 | $415,943.57 | $644,797.09 | - | $228,853.52 | 55.02% | +1.3% |
| BALT Inn Defined Wealth Shield Mutual Fund | 111,316 | $3.67M | $3.87M | - | $201,784.17 | 5.5% | +0.288% |
| BND Vanguard Total Bond Market Index Fund | 29,661 | $2.2M | $2.12M | - | -$82,062.62 | -3.73% | +0.112% |
| BNDW Vanguard Total World Bond ETF | 247,229 | $16.94M | $16.45M | - | -$481,917.17 | -2.85% | +0.098% |
| BNDX Vanguard Total International Bond ETF | 14,024 | $700,790.32 | $659,057.88 | - | -$41,732.44 | -5.96% | +0.064% |
| BUFF Innovator Laddered Allocation Fund | 21,522 | $1.05M | $1.16M | - | $109,603.52 | 10.47% | +0.43% |
| CAT Caterpillar Inc. | 307 | $175,871.09 | $251,856.66 | - | $75,985.57 | 43.21% | +1.911% |
| CPSL CPSL | 26,113 | $705.56 | $701.12 | - | -$4.44 | -0.63% | 0.0 |
| DDFL Innovator Equity Dual Directional 15 Buffer ETF - July | 9,964 | $211,186.98 | $214,524.92 | - | $3,337.94 | 1.58% | +0.158% |
| DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June | 21,101 | $409,148.39 | $416,533.74 | - | $7,385.35 | 1.81% | +0.356% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 47,335 | $1.05M | $1.98M | - | $933,069.8 | 88.76% | +1.428% |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | 35,871 | $2.03M | $2.91M | - | $876,779.97 | 43.13% | +1.494% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.4M | $36.64M | $63.44M | - | $26.8M | 73.14% | +0.814% |
| DFAR Dimensional US Real Estate ETF | 103,831 | $2.33M | $2.65M | - | $322,431.59 | 13.86% | +0.453% |
| DFAT Dimensional US Targeted Value ETF | 46,620 | $1.88M | $3.28M | - | $1.4M | 74.34% | +0.4% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 74,069 | $1.78M | $2.82M | - | $1.04M | 58.61% | +0.928% |
| DFCF Dimensional Core Fixed Income ETF | 135,391 | $5.69M | $5.55M | - | -$136,997.8 | -2.41% | +0.122% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 48,275 | $1.1M | $1.96M | - | $857,289.66 | 77.87% | +1.21% |
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FAQ
Which stocks have generated the highest profits for Chris Williams?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $4.14M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.61M, Dimensional U.S. Core Equity 2 ETF - $1.77M, Dimensional International Core Equity Market ETF - $1.47M, and VANGUARD TOTAL STOCK MKT ETF - $1.38M. 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: Vanguard Short-Term Corporate Bond ETF - $468,432.66, Vanguard Total Bond Market Index Fund - $369,205.72, Target Corporation - $216,201.54, Dimensional International Core Equity Market ETF - $184,182.59, and Universal Display Corporation - $180,657.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Williams's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.01M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.53M, Vanguard S&P 500 ETF - $1.85M, Dimensional U.S. Core Equity 2 ETF - $1.77M, Vanguard Total International Stock Index Fund Investor Shares - $1.22M, and Dimensional International Core Equity Market ETF - $1.21M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Williams's monthly returns?
Chris Williams'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 Chris Williams's strategy be considered aggressive or moderate?
Chris Williams'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 Chris Williams's strategy?
Chris Williams'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.
