BMV
Barbara Marie Villard Portfolio
Invests via Financial Synergies Wealth Advisors, Inc. | Managed by Mike Minter
Invests via Financial Synergies Wealth Advisors, Inc.
Managed by Mike Minter
Automatically Tracked
Barbara Marie Villard Profile
Seasoned finance executive and operator with broad experience in corporate finance, investor relations and governance across public and private companies. Barbara Marie Villard has led strategic capital raises, treasury and M&A diligence for growth-stage and corporate clients, partnering with PE and asset managers on portfolio optimization. Background includes operating roles in finance teams and advisory work for strategic investors; education includes graduate-level training in finance and business strategy.
Seasoned finance executive and operator with broad experience in corporate finance, investor relations and governance across public and private companies. Barbara Marie Villard has led strategic capital raises, treasury and M&A diligence for growth-stage and corporate clients, partnering with PE and asset managers on portfolio optimization. Background includes operating roles in finance teams and advisory work for strategic investors; education includes graduate-level training in finance and business strategy.
Investment Philosophy & Strategy
Combines disciplined corporate-finance rigor with an operator’s focus on cash-flow and governance to back growth-oriented companies and value-creation M&A. Prefers structured, stage-agnostic capital solutions where active treasury management, operational improvement and exit optionality drive returns. Emphasizes thorough diligence, KPI-driven board engagement and conservative leverage; horizon is medium-to-long term with opportunistic near-term recapitalizations. Sector tilt toward fintech, enterprise software and scalable services where strategic partnerships and portfolio optimization unlock multiple expansion.
Combines disciplined corporate-finance rigor with an operator’s focus on cash-flow and governance to back growth-oriented companies and value-creation M&A. Prefers structured, stage-agnostic capital solutions where active treasury management, operational improvement and exit optionality drive returns. Emphasizes thorough diligence, KPI-driven board engagement and conservative leverage; horizon is medium-to-long term with opportunistic near-term recapitalizations. Sector tilt toward fintech, enterprise software and scalable services where strategic partnerships and portfolio optimization unlock multiple expansion.
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:
109.15%
Gain +0.55%
Monthly
1.34%
Yearly
17.33%
Drawdown
27.99%
$1.17B
Equity
Holdings
$1.17B
Investment
$721.44M
$511.67M
Profit +$2.32M
Realized
$65.81M
Unrealized
$445.86M
Dividends
$92.9M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.55%
Profit
$2.32M
Win %
85%
This Week
Compared To Last Week
Gain
0.04%
Profit
$445,543.12
Win %
85%
This Month
Compared to last month
Gain
-1.12%
Profit
-$13.16M
Win %
85%
This Year
Compared to last year
Gain
-1.54%
Profit
-$17.61M
Win %
86%
DELL Dell Technologies Inc.
+10.16%
+$60,152.9 
PM Philip Morris International Inc.
+3.19%
+$6,749.99 
STX Seagate Technology Holdings plc
+2.28%
+$9,159.81 
QCOM QUALCOMM Incorporated
+1.99%
+$24,393.07 
WDC Western Digital Corporation
+1.61%
+$96,185.19 
IAU iShares Gold Trust
+1.56%
+$8,535.89 
XOM Exxon Mobil Corporation
+1.49%
+$109,338.35 
JNJ Johnson & Johnson
+1.38%
+$23,887.84 
PG Procter & Gamble Co
+1.22%
+$3,393 
EPD Enterprise Products Partners L.P.
+1.11%
+$8,309.75 
RTX RTX Corporation
+1.05%
+$2,380.69 
CVX Chevron Corporation
+1.02%
+$26,933.4 
EFV iShares MSCI EAFE Value ETF
+0.87%
+$600,924.47 
GE General Electric Company
+0.84%
+$2,808.52 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.8%
+$3,098.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$2,900.33 
CSCO Cisco Systems, Inc.
+0.77%
+$3,035.8 
DFIV Dimensional International Value ETF
+0.75%
+$25,613.7 
VYM Vanguard High Dividend Yield ETF
+0.74%
+$1,886.15 
DDS Dillard's Inc.
+0.72%
+$4,100 
BA Boeing Company
+0.66%
+$3,456.65 
FNDF Schwab Fundamental International Large Company Index ETF
+0.65%
+$65,160.15 
VTV Vanguard Value ETF
+0.63%
+$721,021.02 
SCHV Schwab U.S. Large-Cap Value ETF
+0.59%
+$2,170.28 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.56%
+$1,656.46 
VLO Valero Energy Corporation
+0.55%
+$15,853.63 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.52%
+$74,480.67 
DFUV Dimensional US Marketwide Value ETF
+0.51%
+$89,241.88 
DFAI Dimensional International Core Equity Market ETF
+0.49%
+$3,919.8 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.49%
+$8,430.84 
DFAT Dimensional US Targeted Value ETF
+0.47%
+$9,180.27 
HD The Home Depot, Inc.
+0.47%
+$894.35 
EFA iShares MSCI EAFE ETF
+0.44%
+$13,570.46 
VO Vanguard Mid-Cap ETF
+0.43%
+$526,907.11 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.43%
+$8,854.11 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$25,904.72 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$1,528.5 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$7,905.4 
IVE ISHARES S&P 500 VALUE ETF
+0.37%
+$26,526.7 
AVLV Avantis U.S. Large Cap Value ETF
+0.37%
+$2,495.94 
RSP Invesco S&P 500 Equal Weight ETF
+0.35%
+$721.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.33%
+$200,068.03 
SCHF Schwab International Equity ETF
+0.29%
+$2,184.88 
VONV Vanguard Russell 1000 Value Index Fund
+0.29%
+$68,426.51 
AVUV Avantis U.S. Small Cap Value ETF
+0.29%
+$65,080.8 
GOOG Alphabet Inc
+0.27%
+$2,211.68 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.25%
+$1,918.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.24%
+$656.25 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.24%
+$4,508.92 
CAT Caterpillar Inc.
+0.24%
+$18,925.2 
SCHM Schwab U.S. Mid-Cap ETF
+0.21%
+$14,941.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.2%
+$690.36 
VIG Vanguard Dividend Appreciation ETF
+0.19%
+$378.84 
VB Vanguard Small-Cap ETF
+0.17%
+$37,093.36 
JPM JPMorgan Chase & Co.
+0.15%
+$2,370.85 
MCD McDonald's Corporation
+0.14%
+$1,115.68 
DFAS Dimensional U.S. Small Cap ETF
+0.12%
+$27,868.7 
GOOGL Alphabet Inc
+0.12%
+$915.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.08%
+$1,144.95 
STEL Stellar Bancorp Inc.
+0.03%
+$658.48 
VT Vanguard Total World Stock ETF
+0.02%
+$91.44 
HIMU
0%
$0 
PMBS
0%
$0 
GEV GE Vernova Inc.
-6.95%
-$29,467.14 
TYL Tyler Technologies Inc.
-3.02%
-$13,593.1 
MSFT Microsoft Corp.
-1.88%
-$42,700.98 
LLY Eli Lilly and Company
-1.55%
-$4,141.61 
AMZN Amazon.com Inc
-1.22%
-$17,132.46 
AAPL Apple Inc.
-0.93%
-$131,458.29 
PRFD PIMCO Preferred and Capital Securities Active ETF
-0.81%
-$8,224.6 
WMT Walmart Inc.
-0.77%
-$24,757.65 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.7%
-$283,266 
KKR KKR & Co. Inc.
-0.67%
-$7,398.95 
VUG Vanguard Growth ETF
-0.66%
-$856,408.35 
UNH UnitedHealth Group Incorporated
-0.54%
-$12,572.85 
DKS Dick's Sporting Goods, Inc.
-0.53%
-$14,776.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.49%
-$2,562.24 
EEM iShares MSCI Emerging Markets ETF
-0.47%
-$24,420.25 
SNDK SanDisk Corporation
-0.46%
-$35,058.54 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.44%
-$1,129.87 
MOAT VanEck Morningstar Wide Moat Fund
-0.41%
-$2,719.18 
IWM iShares Russell 2000 ETF
-0.41%
-$8,981.64 
IEMG iShares Core MSCI Emerging Markets ETF
-0.37%
-$183,376.72 
QQQM Invesco NASDAQ 100 ETF
-0.36%
-$1,306.24 
BXSL Blackstone Secured Lending Fund
-0.34%
-$714.48 
TSLA Tesla, Inc.
-0.33%
-$3,692.72 
QQQ Invesco QQQ Trust, Series 1
-0.32%
-$6,327.3 
DFAE Dimensional Emerging Core Equity Market ETF
-0.29%
-$1,023.66 
MGC Vanguard Mega Cap ETF
-0.26%
-$1,465.8 
MU Micron Technology, Inc.
-0.24%
-$39,484.48 
NVDA NVIDIA Corporation
-0.23%
-$4,801.92 
COST Costco Wholesale Corporation
-0.23%
-$5,969.4 
AVGO Broadcom Inc.
-0.23%
-$2,363.82 
PB Prosperity Bancshares Inc.
-0.17%
-$350.37 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.15%
-$540.35 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$656.52 
FBND Fidelity Total Bond ETF
-0.14%
-$11,687.33 
SCHA Schwab U.S. Small-Cap ETF
-0.14%
-$1,206.35 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.14%
-$794.43 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$7,954.87 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.13%
-$3,571.03 
SCHB Schwab U.S. Broad Market ETF
-0.12%
-$537.32 
VXF Vanguard Extended Market ETF
-0.12%
-$3,602.38 
IVV iShares Core S&P 500 ETF
-0.12%
-$205,057.8 
VPLS Vanguard Core-Plus Bond ETF
-0.11%
-$243.95 
VOO Vanguard S&P 500 ETF
-0.1%
-$6,358.32 
V Visa Inc. Class A
-0.1%
-$220.15 
VWO Vanguard FTSE Emerging Markets ETF
-0.09%
-$5,449.07 
SPY SPDR S&P 500 ETF Trust
-0.09%
-$1,746.95 
SCHX Schwab U.S. Large-Cap ETF
-0.09%
-$6,905.05 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.08%
-$773.43 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.05%
-$442.66 
UNP Union Pacific Corporation
-0.04%
-$215.54 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.04%
-$255.45 
EFG iShares MSCI EAFE Growth ETF
-0.04%
-$21,581.96 
IWN iShares Russell 2000 Value ETF
0%
-$285.54 Events
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Dividends
Dividend Analysis
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| Trades 3695 | Longs Won 2362/3695 63% | Profit Factor 16.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.47M |
| Average Win $230,893.13 | Best Trade (Jul 22) $61.93M | Sharpe Ratio -58.45 |
| Average Loss -$25,269.7 | Worst Trade (Mar 31) -$3.25M | Z-Score -2.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 4d | Expectancy $138,475.38 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
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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FAQ
Which stocks have generated the highest profits for Barbara Marie Villard?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $22.09M, Vanguard Small-Cap ETF - $18.47M, iShares MSCI EAFE Value ETF - $14.31M, VANGUARD SMALL-CAP VALUE ETF - $13.84M, and Vanguard Mid-Cap ETF - $13.09M. 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 Total International Bond ETF - $3.56M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.72M, Vanguard Extended Market ETF - $2.54M, Vanguard Long-Term Bond ETF - $2.03M, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $888,746.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Barbara Marie Villard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $92.9M earned over time. The largest contributors to dividend income include iShares MSCI EAFE Value ETF - $11.98M, iShares Core S&P 500 ETF - $11.09M, Vanguard Value ETF - $9.69M, VANGUARD FTSE DEVELOPED MARKETS ETF - $7.62M, and Vanguard Mid-Cap ETF - $4.85M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Barbara Marie Villard's monthly returns?
Barbara Marie Villard's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Barbara Marie Villard's strategy be considered aggressive or moderate?
Barbara Marie Villard's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Barbara Marie Villard's strategy?
Barbara Marie Villard's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
