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:
35.85%
Gain 0%
Monthly
0.51%
Yearly
6.31%
Drawdown
15.12%
$1.19B
Equity
Holdings
$1.19B
Investment
$735.97M
$514.84M
Profit -$67,145.04
Realized
$51.13M
Unrealized
$463.71M
Dividends
$87.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$67,145.04
Win %
91%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$67,145.04
Win %
91%
This Month
Compared to last month
Gain
-0.29%
Profit
-$3.48M
Win %
91%
This Year
Compared to last year
Gain
9.65%
Profit
$106.99M
Win %
90%
WDC Western Digital Corporation
+6.36%
+$365,767.83 
SNDK SanDisk Corporation
+5.24%
+$415,655.3 
QCOM QUALCOMM Incorporated
+4.32%
+$55,818.66 
GEV GE Vernova Inc.
+3.73%
+$12,735.12 
JPM JPMorgan Chase & Co.
+2.31%
+$28,746.52 
TSLA Tesla, Inc.
+1.82%
+$9,107.28 
UNP Union Pacific Corporation
+1.65%
+$7,169.26 
CAT Caterpillar Inc.
+1.44%
+$116,563.61 
COP ConocoPhillips
+1.4%
+$4,947.48 
STEL Stellar Bancorp Inc.
+1.22%
+$30,948.56 
VLO Valero Energy Corporation
+1.2%
+$28,093.57 
IWN iShares Russell 2000 Value ETF
+1.17%
+$72,283.68 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$9,604.4 
TYL Tyler Technologies Inc.
+1.14%
+$10,086.69 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$82,633.98 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.09%
+$25,236.96 
JNJ Johnson & Johnson
+1.07%
+$16,936.72 
DELL Dell Technologies Inc.
+1.05%
+$5,454.88 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$229,519.17 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$3,676.08 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$8,819.25 
KKR KKR & Co. Inc.
+0.99%
+$9,332.32 
VO Vanguard Mid-Cap ETF
+0.97%
+$1.19M 
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$222,744.54 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$218,410.92 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$18,406.74 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.95%
+$5,963.3 
VTV Vanguard Value ETF
+0.94%
+$1.09M 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$18,355.4 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$155,788.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$3,096.33 
IWM iShares Russell 2000 ETF
+0.87%
+$19,306.62 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$123,486.15 
PG Procter & Gamble Co
+0.86%
+$2,115.82 
SDY SPDR S&P Dividend ETF
+0.83%
+$1,875 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.81%
+$2,018.23 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,028.8 
GE General Electric Company
+0.76%
+$2,385.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$46,013.6 
CVX Chevron Corporation
+0.75%
+$22,486.64 
UNH UnitedHealth Group Incorporated
+0.73%
+$15,583.59 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$1,938.8 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$4,072.9 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$8,447.78 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$14,715.38 
VB Vanguard Small-Cap ETF
+0.7%
+$158,588.33 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$48,563.19 
COST Costco Wholesale Corporation
+0.68%
+$18,534.72 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$2,499.47 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$9,463.8 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$1,927.53 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$327,184 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$12,330.93 
DFIV Dimensional International Value ETF
+0.58%
+$19,383.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$6,680.58 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$30,393.54 
IVV iShares Core S&P 500 ETF
+0.55%
+$950,893.3 
VOO Vanguard S&P 500 ETF
+0.55%
+$19,068.87 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$17,097.11 
GOOGL Alphabet Inc
+0.53%
+$4,203.91 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,627.5 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$2,148.58 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$341,679.66 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$40,830.72 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$1,763.77 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$3,734.03 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$1,620.8 
GOOG Alphabet Inc
+0.45%
+$3,070.4 
WMT Walmart Inc.
+0.45%
+$15,927.87 
VXF Vanguard Extended Market ETF
+0.44%
+$14,046.9 
VT Vanguard Total World Stock ETF
+0.44%
+$2,490.8 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$3,435.3 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$7,229.46 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$2,625.42 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.4%
+$2,109.75 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$40,460.73 
MGC Vanguard Mega Cap ETF
+0.38%
+$2,173.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,665 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$218,752.32 
SCHF Schwab International Equity ETF
+0.29%
+$2,120.24 
XOM Exxon Mobil Corporation
+0.28%
+$21,423.74 
EFA iShares MSCI EAFE ETF
+0.28%
+$8,558.1 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$11,976.12 
VUG Vanguard Growth ETF
+0.18%
+$233,330.4 
NVDA NVIDIA Corporation
+0.16%
+$2,789.76 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$613.88 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$49,609.8 
MSFT Microsoft Corp.
+0.1%
+$2,267.14 
IAU iShares Gold Trust
+0.08%
+$450.72 
PRFD PIMCO Preferred and Capital Securities Active ETF
+0.06%
+$531.47 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.04%
+$211.36 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$24,312.8 
MCD McDonald's Corporation
+0.01%
+$123.91 
VPLS Vanguard Core-Plus Bond ETF
+0.01%
+$25.49 
HIMU
0%
$0 
PMBS
0%
$0 
AAPL Apple Inc.
-1.52%
-$199,350 
MU Micron Technology, Inc.
-1.43%
-$241,165.29 
DKS Dick's Sporting Goods, Inc.
-1.32%
-$39,388.59 
AMZN Amazon.com Inc
-1.23%
-$14,222.75 
BA Boeing Company
-1.16%
-$6,478.37 
AVGO Broadcom Inc.
-0.91%
-$7,686.01 
DDS Dillard's Inc.
-0.69%
-$4,270.02 
CSCO Cisco Systems, Inc.
-0.6%
-$2,374.7 
RTX RTX Corporation
-0.37%
-$717.41 
BXSL Blackstone Secured Lending Fund
-0.21%
-$514.85 
FBND Fidelity Total Bond ETF
-0.13%
-$9,779.94 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$428.04 
EPD Enterprise Products Partners L.P.
-0.08%
-$549.09 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.04%
-$1,028.34 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$2,235.56 Events
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Dividends
Dividend Analysis
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| Trades 3586 | Longs Won 2305/3586 64% | Profit Factor 16.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.52M |
| Average Win $237,596.97 | Best Trade (Jun 14) $63.02M | Sharpe Ratio -6.49 |
| Average Loss -$25,441.65 | Worst Trade (Mar 31) -$3.25M | Z-Score -0.88 (62.31%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy $143,569.18 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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Returns
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