Elizabeth Parks Portfolio
Invests via VOISARD ASSET MANAGEMENT GROUP, INC. | Managed by Elizabeth Parks
Invests via VOISARD ASSET MANAGEMENT GROUP, INC.
Managed by Elizabeth Parks
Automatically Tracked
Elizabeth Parks Profile
A seasoned private markets executive, Elizabeth Parks brings cross-border investment and operational experience in growth equity, corporate strategy and portfolio management. She has led deal sourcing, due diligence and value-creation programs for technology and healthcare businesses and worked with PE sponsors and corporate investors. Educated in finance and economics, she is positioned to support capital allocation, board advisory and exit planning.
A seasoned private markets executive, Elizabeth Parks brings cross-border investment and operational experience in growth equity, corporate strategy and portfolio management. She has led deal sourcing, due diligence and value-creation programs for technology and healthcare businesses and worked with PE sponsors and corporate investors. Educated in finance and economics, she is positioned to support capital allocation, board advisory and exit planning.
Investment Philosophy & Strategy
Adopts a growth-equity, active-operator approach focused on technology and healthcare companies with scalable, capital-efficient models. Emphasizes rigorous commercial and operational due diligence, board-level value creation plans and cross-border deal selection to identify differentiated market positions. Allocates capital with an exit-oriented time horizon, prioritizing selective follow-on support, alignment with sponsors and disciplined risk controls through staged commitments and KPI-driven milestones to de-risk growth and maximize enterprise value.
Adopts a growth-equity, active-operator approach focused on technology and healthcare companies with scalable, capital-efficient models. Emphasizes rigorous commercial and operational due diligence, board-level value creation plans and cross-border deal selection to identify differentiated market positions. Allocates capital with an exit-oriented time horizon, prioritizing selective follow-on support, alignment with sponsors and disciplined risk controls through staged commitments and KPI-driven milestones to de-risk growth and maximize enterprise value.
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:
45.69%
Gain +0.83%
Monthly
1.12%
Yearly
14.28%
Drawdown
14.1%
$537.77M
Equity
Holdings
$537.77M
Investment
$449.73M
$98.1M
Profit +$2.76M
Realized
$10.06M
Unrealized
$88.04M
Dividends
$22.83M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.83%
Profit
$2.76M
Win %
70%
This Week
Compared To Last Week
Gain
0.52%
Profit
$2.76M
Win %
70%
This Month
Compared to last month
Gain
-0.09%
Profit
-$490,933.3
Win %
70%
This Year
Compared to last year
Gain
-0.1%
Profit
-$526,656.12
Win %
70%
TSLA Tesla, Inc.
+5.86%
+$18,612.46 
GEV GE Vernova Inc.
+5.32%
+$162,605.85 
INTC Intel Corporation
+5.29%
+$12,884.6 
CSCO Cisco Systems, Inc.
+4.15%
+$9,410.18 
MU Micron Technology Inc.
+3.77%
+$179,572.45 
LRCX Lam Research Corp.
+3.73%
+$23,689.35 
AMAT Applied Materials Inc.
+3.6%
+$7,072.58 
MRVL Marvell Technology Inc.
+3.59%
+$10,174.21 
DELL Dell Technologies Inc. Class C Common Stock
+3.51%
+$17,136.07 
PANW Palo Alto Networks, Inc.
+3.51%
+$12,335.9 
AMD Advanced Micro Devices Inc.
+2.83%
+$23,144.69 
AVGO Broadcom Inc.
+2.81%
+$32,362.84 
NVDA NVIDIA Corporation
+2.42%
+$59,482.22 
CRWD CrowdStrike Holdings, Inc.
+2.32%
+$5,024.97 
ETN Eaton Corporation plc
+2.25%
+$8,639.23 
MSFT Microsoft Corporation Common Stock
+1.48%
+$48,723.73 
NEM Newmont Corporation
+1.36%
+$3,309.28 
QQQ Invesco QQQ Trust, Series 1
+1.27%
+$2,852.45 
DT Dynatrace Inc.
+1.23%
+$3,167.89 
IVW iShares S&P 500 Growth ETF
+1.23%
+$3,839.1 
IUSG iShares Core S&P U.S. Growth ETF
+1.22%
+$506,216.81 
IWF iShares Russell 1000 Growth ETF
+1.21%
+$27,651.52 
JPM JPMorgan Chase & Co.
+1.12%
+$19,656.53 
VUG Vanguard Morningstar Growth ETF
+1.04%
+$9,468.9 
AVDV Avantis International Small Cap Value ETF
+1.01%
+$98,869.38 
JNJ Johnson & Johnson
+0.87%
+$4,247.95 
XVV iShares ESG Select Screened S&P 500 ETF
+0.86%
+$3,594.5 
C Citigroup Inc.
+0.84%
+$1,684.68 
SCHX Schwab U.S. Large-Cap ETF
+0.79%
+$28,776.69 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.78%
+$34,487.88 
AMGN Amgen Inc. Common Stock
+0.76%
+$1,605.06 
IVV iShares Core S&P 500 ETF
+0.76%
+$15,807.63 
SCHB Schwab U.S. Broad Market ETF
+0.75%
+$2,376.44 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.75%
+$603,053.79 
VOO Vanguard S&P 500 ETF
+0.75%
+$3,732.29 
CATH Global X S&P 500 Catholic Values ETF
+0.75%
+$1,560.6 
VTI Vanguard Total Stock Market ETF
+0.74%
+$3,269.27 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.74%
+$8,959.5 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$99,145.45 
SPYI NEOS S&P 500 High Income ETF
+0.69%
+$3,724.09 
LLY Eli Lilly and Company
+0.69%
+$6,186.28 
AVUS Avantis U.S. Equity ETF
+0.68%
+$23,765.01 
SCHA Schwab U.S. Small-Cap ETF
+0.66%
+$5,250.73 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.66%
+$10,318.04 
SCHF Schwab International Equity ETF
+0.65%
+$235,968.95 
AVUV Avantis U.S. Small Cap Value ETF
+0.65%
+$90,312.79 
XOM ExxonMobil Holdings Corporation
+0.64%
+$7,287.87 
VEA Vanguard FTSE Developed Markets ETF
+0.64%
+$3,066.78 
AAUA Alpha Architect US Equity 3 ETF
+0.63%
+$14,058.48 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.6%
+$3,211.32 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$1,748.81 
IWM iShares Russell 2000 ETF
+0.6%
+$1,755.95 
DFUV Dimensional US Marketwide Value ETF
+0.58%
+$5,260.77 
DFAI Dimensional International Core Equity Market ETF
+0.57%
+$1,836.76 
IEFA iShares Core MSCI EAFE ETF
+0.56%
+$4,022.46 
WTFC Wintrust Financial Corporation
+0.52%
+$1,268.74 
SCHM Schwab U.S. Mid-Cap ETF
+0.49%
+$7,147.82 
AVLV Avantis U.S. Large Cap Value ETF
+0.47%
+$277,459.53 
BAC Bank of America Corporation
+0.42%
+$1,362.88 
GE General Electric Company
+0.41%
+$8,490.03 
WFC Wells Fargo & Company
+0.41%
+$859.86 
DIHP Dimensional International High Profitability ETF
+0.4%
+$37,079.64 
AMZN Amazon.com Inc
+0.38%
+$4,565.3 
DFLV Dimensional US Large Cap Value ETF
+0.37%
+$6,460.4 
VCRM Vanguard Core Tax-Exempt Bond ETF
+0.35%
+$804.52 
IXUS iShares Core MSCI Total International Stock ETF
+0.34%
+$6,341.05 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.33%
+$3,772.92 
MUB iShares National Muni Bond ETF
+0.3%
+$8,014.86 
RSP Invesco S&P 500 Equal Weight ETF
+0.29%
+$1,793.78 
IWD iShares Russell 1000 Value ETF
+0.28%
+$795.69 
MCD McDonald's Corporation
+0.22%
+$724.34 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.21%
+$2,854.5 
MBB iShares MBS ETF
+0.21%
+$1,211.82 
JCPB JPMorgan Core Plus Bond ETF
+0.14%
+$56,403.82 
SUB iShares Short-Term National Muni Bond ETF
+0.11%
+$5,561.17 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$290.8 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$343.25 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.07%
+$235.94 
FTCS First Trust Capital Strength ETF
+0.06%
+$348 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$161.03 
IBM International Business Machines Corporation
+0.02%
+$46.25 
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF
+0.02%
+$55.73 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$1,887.32 
BOXX Alpha Architect 1-3 Month Box ETF
+0.01%
+$517.43 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$43.86 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
+$31.69 2523
25239Y170
0%
$0 
OMEX Odyssey Marine Exploration, Inc.
-10.55%
-$5,557.5 
ZENA ZenaTech Inc.
-10.06%
-$1,026 
UNH UnitedHealth Group Inc.
-2.18%
-$5,572.32 
MA Mastercard Inc. Class A Common Stock
-1.44%
-$6,175.49 
AAPL Apple Inc.
-1.32%
-$57,263.87 
META Meta Platforms Inc Class A
-1.27%
-$11,683.1 
AKRE Akre Focus ETF
-1.21%
-$26,316.72 
PG The Procter & Gamble Company
-1.15%
-$3,069.16 
GOOG Alphabet Inc
-0.85%
-$12,745.96 
V Visa Inc. Class A
-0.83%
-$3,456.09 
SYK Stryker Corp.
-0.82%
-$3,777.39 
HD The Home Depot, Inc.
-0.8%
-$2,260.47 
GOOGL Alphabet Inc
-0.79%
-$15,869.59 
SCHW The Charles Schwab Corporation
-0.78%
-$2,139.94 
SCHE Schwab Emerging Markets Equity ETF
-0.44%
-$1,255.35 
VWO Vanguard FTSE Emerging Markets ETF
-0.42%
-$4,900.56 
CVX Chevron Corporation
-0.36%
-$2,157.99 
IEMG iShares Core MSCI Emerging Markets ETF
-0.32%
-$1,758.24 
DFAE Dimensional Emerging Core Equity Market ETF
-0.23%
-$42,285.04 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.17%
-$679.2 
KO The Coca-Cola Company
-0.05%
-$121 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$5,905.32 
BSMQ Invesco BulletShares 2026 Municipal Bond ETF
-0.03%
-$289.55 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$10,116.03 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.01%
-$122.7 Events
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Dividends
Dividend Analysis
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| Trades 2009 | Longs Won 1238/2009 61% | Profit Factor 13.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $393,129.26 |
| Average Win $85,799.16 | Best Trade (Oct 15) $8.8M | Sharpe Ratio -14.31 |
| Average Loss -$10,532.9 | Worst Trade (Oct 14) -$1.19M | Z-Score -0.93 (64.8%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $48,829.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y170 | 11,103 | $416,030 | $416,030 | - | - | - | 0.0 |
| AAPL Apple Inc. | 12,503 | $2.76M | $4.29M | - | $1.53M | 55.67% | -1.317% |
| AAUA Alpha Architect US Equity 3 ETF | 38,601 | $1.89M | $2.26M | - | $370,145.53 | 19.59% | +0.626% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,061 | $309,987.48 | $294,024.35 | - | -$15,963.13 | -5.15% | +0.099% |
| AKRE Akre Focus ETF | 36,551 | $2.39M | $2.15M | - | -$240,505.72 | -10.04% | -1.207% |
| AMAT Applied Materials Inc. | 521 | $361,855.79 | $203,614.61 | - | -$158,241.18 | -43.73% | +3.599% |
| AMD Advanced Micro Devices Inc. | 1,582 | $338,549.02 | $840,706.44 | - | $502,157.42 | 148.33% | +2.831% |
| AMGN Amgen Inc. Common Stock | 482 | $203,168 | $213,328.38 | - | $10,160.38 | 5% | +0.758% |
| AMZN Amazon.com Inc | 4,831 | $916,978.54 | $1.2M | - | $285,674.75 | 31.15% | +0.381% |
| AVDV Avantis International Small Cap Value ETF | 93,273 | $6.49M | $9.89M | - | $3.4M | 52.45% | +1.01% |
| AVGO Broadcom Inc. | 3,576 | $593,411.33 | $1.18M | - | $589,279.15 | 99.3% | +2.813% |
| AVLV Avantis U.S. Large Cap Value ETF | 637,838 | $43.23M | $59.49M | - | $16.26M | 37.62% | +0.469% |
| AVUS Avantis U.S. Equity ETF | 27,474 | $2.69M | $3.54M | - | $857,024 | 31.92% | +0.675% |
| AVUV Avantis U.S. Small Cap Value ETF | 113,601 | $10.73M | $13.96M | - | $3.22M | 30.04% | +0.651% |
| BAC Bank of America Corporation | 6,339 | $277,726.37 | $321,862.72 | - | $44,136.35 | 15.89% | +0.425% |
| BOXX Alpha Architect 1-3 Month Box ETF | 51,743 | $6.06M | $6.15M | - | $81,071.1 | 1.34% | +0.008% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 22,883 | $444,803.74 | $446,561.74 | - | $1,758 | 0.4% | +0.077% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 32,205 | $633,219.58 | $629,607.75 | - | -$3,611.83 | -0.57% | +0.026% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 27,357 | $558,714.98 | $551,653.9 | - | -$7,061.08 | -1.26% | 0.0 |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 15,729 | $365,615.36 | $358,306.62 | - | -$7,308.74 | -2% | +0.066% |
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FAQ
Which stocks have generated the highest profits for Elizabeth Parks?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Core Plus Bond ETF - $4.46M, State Street SPDR S&P 500 ETF Trust - $2.88M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $2.67M, State Street SPDR Portfolio Intermediate Term Treasury ETF - $2.35M, and Schwab U.S. Large-Cap ETF - $1.72M. 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: Akre Focus ETF - $417,583.6, UnitedHealth Group Inc - $136,017.99, The Boeing Company - $98,537.38, Safe & Green Holdings Corp - $98,440.7, and Whirlpool Corp - $60,536.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Elizabeth Parks's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.83M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $4.6M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $2.37M, State Street SPDR Portfolio Intermediate Term Treasury ETF - $2.35M, Vanguard Short-Term Treasury ETF - $1.68M, and Schwab International Equity ETF - $1.47M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elizabeth Parks's monthly returns?
Elizabeth Parks's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Elizabeth Parks's strategy be considered aggressive or moderate?
Elizabeth Parks's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Elizabeth Parks's strategy?
Elizabeth Parks's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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