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Bare Financial Services, Inc

Portfolio Manager
Bare Financial Services, Inc
Performance
+0.50% (2026 Q1)
AUM (13F)
$378.34M
# of Holdings
1730
Performance Rank
Allocation (Top 20)
88.77%

Bare Financial Services, Inc Holdings Map

Top 50 Bare Financial Services, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES CORE S&P 500 ETF
10.8%62.5K$40.8M
+1.35%(+831)
2025-Q1: 58.4K shares2025-Q2: 61.3K shares2025-Q3: 62.1K shares2025-Q4: 61.7K shares2026-Q1: 62.5K shares
$522.35(+43.88%)
2026-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
9.1%380.2K$34.4M
+3.14%(+11.57K)
2025-Q1: 322.8K shares2025-Q2: 351.8K shares2025-Q3: 360.6K shares2025-Q4: 368.6K shares2026-Q1: 380.2K shares
$75.14(+28.97%)
2026-03-31
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
9.1%311.5K$34.4M
+2.59%(+7.85K)
2025-Q1: 238.9K shares2025-Q2: 270.7K shares2025-Q3: 294.8K shares2025-Q4: 303.6K shares2026-Q1: 311.5K shares
$92.82(+27.96%)
2026-03-31
VTV
VANGUARD VALUE ETF
9.09%175.3K$34.4M
+3.77%(+6.36K)
2025-Q1: 140.1K shares2025-Q2: 153.4K shares2025-Q3: 160.2K shares2025-Q4: 169.0K shares2026-Q1: 175.3K shares
$167.13(+25.06%)
2026-03-31
BND
VANGUARD TOTAL BOND MARKET ETF
8.94%459.3K$33.8M
+6.39%(+27.58K)
2025-Q1: 304.3K shares2025-Q2: 335.5K shares2025-Q3: 384.1K shares2025-Q4: 431.8K shares2026-Q1: 459.3K shares
$73.38(-0.30%)
2026-03-31
WWJD
INSPIRE INTERNATIONAL ETF
5.17%522.7K$19.5M
+1.84%(+9.45K)
2025-Q1: 473.7K shares2025-Q2: 485.1K shares2025-Q3: 500.2K shares2025-Q4: 513.2K shares2026-Q1: 522.7K shares
$30.00(+32.04%)
2026-03-31
IBD
INSPIRE CORPORATE BOND ETF
4.85%769.9K$18.4M
+7.72%(+55.15K)
2025-Q1: 613.3K shares2025-Q2: 637.2K shares2025-Q3: 674.0K shares2025-Q4: 714.7K shares2026-Q1: 769.9K shares
$23.59(+1.12%)
2026-03-31
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
4.6%664.7K$17.4M
+7.55%(+46.67K)
2025-Q1: 464.3K shares2025-Q2: 478.4K shares2025-Q3: 539.4K shares2025-Q4: 618.1K shares2026-Q1: 664.7K shares
$26.20(+0.50%)
2026-03-31
ELCV
EVENTIDE HIGH DIVIDEND ETF
3.37%440.0K$12.8M
+6.14%(+25.46K)
2025-Q1: 899 shares2025-Q2: 0 shares2025-Q3: 344.9K shares2025-Q4: 414.6K shares2026-Q1: 440.0K shares
$26.26(+19.05%)
2026-03-31
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
3.08%148.1K$11.7M
+0.49%(+720)
2025-Q1: 133.3K shares2025-Q2: 143.6K shares2025-Q3: 147.8K shares2025-Q4: 147.4K shares2026-Q1: 148.1K shares
$58.38(+66.53%)
2026-03-31

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