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:
128.85%
Gain -1.37%
Monthly
1.37%
Yearly
17.71%
Drawdown
28%
$1.19B
Equity
Holdings
$1.19B
Investment
$721.44M
$536.73M
Profit -$6.65M
Realized
$65.44M
Unrealized
$471.29M
Dividends
$92.61M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.37%
Profit
-$6.65M
Win %
85%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$13.39M
Win %
85%
This Month
Compared to last month
Gain
-0.34%
Profit
-$4.1M
Win %
85%
This Year
Compared to last year
Gain
0.6%
Profit
$7.83M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$204,681.78 
GOOG Alphabet Inc
+6.88%
+$54,921.27 
GOOGL Alphabet Inc
+6.73%
+$51,411.36 
MSFT Microsoft Corp.
+3.02%
+$77,960.82 
NVDA NVIDIA Corporation
+2.93%
+$57,122.91 
CVX Chevron Corporation
+2.35%
+$62,430.24 
WDC Western Digital Corporation
+2.21%
+$128,537.97 
CSCO Cisco Systems, Inc.
+2.14%
+$8,577.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,397.76 
GE General Electric Company
+1.42%
+$4,939.46 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$448,504.5 
VUG Vanguard Growth ETF
+1.1%
+$1.41M 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$55,481.44 
UNP Union Pacific Corporation
+0.92%
+$4,426.88 
MGC Vanguard Mega Cap ETF
+0.87%
+$4,941.81 
GEV GE Vernova Inc.
+0.85%
+$3,265.83 
MCD McDonald's Corporation
+0.82%
+$6,459.23 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$39,387.18 
TSLA Tesla, Inc.
+0.76%
+$7,028.02 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$348,103.1 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,028.26 
VOO Vanguard S&P 500 ETF
+0.71%
+$42,919.01 
CAT Caterpillar Inc.
+0.7%
+$51,097.95 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,436.64 
IVV iShares Core S&P 500 ETF
+0.69%
+$1.17M 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,353.32 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$1,944.55 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$12,214.44 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$51,856.13 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,609.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,475.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,173.98 
STX Seagate Technology Holdings plc
+0.52%
+$2,006.95 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,582.02 
KKR KKR & Co. Inc.
+0.45%
+$5,122.35 
RTX RTX Corporation
+0.39%
+$980.28 
VLO Valero Energy Corporation
+0.38%
+$10,905.16 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$91,235.34 
AVGO Broadcom Inc.
+0.37%
+$3,912.48 
PG Procter & Gamble Co
+0.37%
+$999.05 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,821.3 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$5,234.08 
JPM JPMorgan Chase & Co.
+0.27%
+$4,245.04 
VT Vanguard Total World Stock ETF
+0.26%
+$1,500.19 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,500.25 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$38,246.52 
JNJ Johnson & Johnson
+0.21%
+$3,659.12 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$670.08 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$954.34 
DELL Dell Technologies Inc.
+0.14%
+$820.4 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,601.3 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.13%
+$511.04 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$2,623.44 
WMT Walmart Inc.
+0.09%
+$2,929.96 
PB Prosperity Bancshares Inc.
+0.07%
+$140.15 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$366.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$7,231.2 
STEL Stellar Bancorp Inc.
+0.03%
+$658.48 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$1,136.41 
PRFD PIMCO Preferred and Capital Securities Active ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 HIMU
HIMU
0%
$0 PMBS
PMBS
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.06M 
MU Micron Technology, Inc.
-5.9%
-$884,420.89 
SNDK SanDisk Corporation
-5.09%
-$314,512.77 
TYL Tyler Technologies Inc.
-4.24%
-$20,592.4 
QCOM QUALCOMM Incorporated
-2.63%
-$28,129.57 
DDS Dillard's Inc.
-2.32%
-$13,969.97 
BA Boeing Company
-2.15%
-$12,233.17 
DKS Dick's Sporting Goods, Inc.
-2%
-$53,248 
UNH UnitedHealth Group Incorporated
-1.68%
-$37,506.4 
IAU iShares Gold Trust
-1.46%
-$8,071.59 
XOM Exxon Mobil Corporation
-0.97%
-$73,857.69 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$446,027.07 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$12,646.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$408,831.19 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$5,162.71 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$42,389.55 
EFA iShares MSCI EAFE ETF
-0.62%
-$19,470.66 
PM Philip Morris International Inc.
-0.61%
-$1,327.49 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$60,438.72 
SCHF Schwab International Equity ETF
-0.58%
-$4,369.76 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$4,294.86 
LLY Eli Lilly and Company
-0.53%
-$1,391.51 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$377,222.66 
IWM iShares Russell 2000 ETF
-0.47%
-$10,233.11 
DFIV Dimensional International Value ETF
-0.47%
-$16,465.95 
HD The Home Depot, Inc.
-0.42%
-$802.04 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,136.51 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$766.29 
VXF Vanguard Extended Market ETF
-0.3%
-$8,819.62 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$724.5 
FBND Fidelity Total Bond ETF
-0.27%
-$21,576.6 
VTV Vanguard Value ETF
-0.27%
-$308,257.39 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$976.14 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$17,929.44 
BXSL Blackstone Secured Lending Fund
-0.26%
-$535.86 
IWN iShares Russell 2000 Value ETF
-0.25%
-$15,704.13 
COST Costco Wholesale Corporation
-0.24%
-$6,374.8 
VB Vanguard Small-Cap ETF
-0.22%
-$49,049.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$753.12 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$28,261.44 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$13,879.94 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$820.65 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,352.77 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$387.45 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$39,016.46 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$358.17 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$3,060.09 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$407.6 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$2,746.95 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$510.9 
VO Vanguard Mid-Cap ETF
-0.05%
-$61,090.68 
V Visa Inc. Class A
-0.04%
-$88.05 Events
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Dividends
Dividend Analysis
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| Trades 3695 | Longs Won 2471/3695 66% | Profit Factor 16.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.55M |
| Average Win $231,370.5 | Best Trade (Aug 14) $65.68M | Sharpe Ratio -58.44 |
| Average Loss -$28,568.64 | Worst Trade (Mar 31) -$3.25M | Z-Score 7.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 6d | Expectancy $145,258.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 43,243 | $10.45M | $13.36M | - | $2.91M | 27.79% | -7.354% |
| AMZN Amazon.com Inc | 5,673 | $900,586.18 | $1.54M | - | $640,087.1 | 71.07% | +15.321% |
| AVGO Broadcom Inc. | 2,717 | $883,113.59 | $1.06M | - | $174,560.17 | 19.77% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 7,341 | $503,906.99 | $676,546.56 | - | $172,639.57 | 34.26% | +0.141% |
| AVUV Avantis U.S. Small Cap Value ETF | 180,780 | $16.89M | $22.65M | - | $5.76M | 34.11% | +0.032% |
| BA Boeing Company | 2,570 | $538,830.52 | $555,479.8 | - | $16,649.28 | 3.09% | -2.155% |
| BRK-B Berkshire Hathaway Inc. | 4,205 | $1.8M | $2.15M | - | $348,455.17 | 19.33% | +0.365% |
| BXSL Blackstone Secured Lending Fund | 8,931 | $277,472.19 | $206,306.1 | - | -$71,166.09 | -25.65% | -0.259% |
| CAT Caterpillar Inc. | 9,012 | $4.82M | $7.34M | - | $2.52M | 52.32% | +0.701% |
| COST Costco Wholesale Corporation | 2,796 | $2.79M | $2.66M | - | -$123,754.76 | -4.44% | -0.239% |
| CSCO Cisco Systems, Inc. | 3,530 | $214,595.91 | $409,444.7 | - | $194,848.79 | 90.8% | +2.14% |
| CVX Chevron Corporation | 13,812 | $2.03M | $2.72M | - | $692,091.18 | 34.15% | +2.35% |
| DDS Dillard's Inc. | 1,000 | $606,340.66 | $588,340.03 | - | -$18,000.63 | -2.97% | -2.319% |
| DELL Dell Technologies Inc. | 1,465 | $278,144.87 | $593,867.05 | - | $315,722.18 | 113.51% | +0.138% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 32,713 | $782,011.02 | $1.46M | - | $673,390.35 | 86.11% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 9,306 | $303,823.73 | $349,161.12 | - | $45,337.39 | 14.92% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 19,121 | $485,486.8 | $804,994.06 | - | $319,507.26 | 65.81% | -0.637% |
| DFAS Dimensional U.S. Small Cap ETF | 278,687 | $17.35M | $22.58M | - | $5.23M | 30.14% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 27,819 | $1.23M | $1.97M | - | $739,874.68 | 60.26% | -0.155% |
| DFIV Dimensional International Value ETF | 60,985 | $1.97M | $3.49M | - | $1.52M | 77.07% | -0.469% |
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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 - $18.32M, iShares MSCI EAFE Value ETF - $14.31M, VANGUARD SMALL-CAP VALUE ETF - $13.85M, and Vanguard Mid-Cap ETF - $13.05M. 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 - $2.58M, 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 $92.61M earned over time. The largest contributors to dividend income include iShares MSCI EAFE Value ETF - $11.98M, iShares Core S&P 500 ETF - $11.08M, Vanguard Value ETF - $9.67M, VANGUARD FTSE DEVELOPED MARKETS ETF - $7.57M, and Vanguard Mid-Cap ETF - $4.8M. 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.
