Top 50 Bare Financial Services, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 10.8% | 62.5K | $40.8M | +1.35%(+831) | $522.35(+43.88%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 9.1% | 380.2K | $34.4M | +3.14%(+11.57K) | $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) | $92.82(+27.96%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 9.09% | 175.3K | $34.4M | +3.77%(+6.36K) | $167.13(+25.06%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 8.94% | 459.3K | $33.8M | +6.39%(+27.58K) | $73.38(-0.30%) | 2026-03-31 | |
| WWJD | INSPIRE INTERNATIONAL ETF | 5.17% | 522.7K | $19.5M | +1.84%(+9.45K) | $30.00(+32.04%) | 2026-03-31 | |
| IBD | INSPIRE CORPORATE BOND ETF | 4.85% | 769.9K | $18.4M | +7.72%(+55.15K) | $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) | $26.20(+0.50%) | 2026-03-31 | |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | 3.37% | 440.0K | $12.8M | +6.14%(+25.46K) | $26.26(+19.05%) | 2026-03-31 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.08% | 148.1K | $11.7M | +0.49%(+720) | $58.38(+66.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.02% | +33.18% |
| Top 20 Holdings Unweighted | +9.29% | +30.54% |
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