StockDrifts LogoStockDrifts

May Barnhard Investments LLC

Portfolio Manager
May Barnhard Investments LLC
Performance
+1.04% (2025 Q4)
AUM (13F)
$206.00M
# of Holdings
84
Performance Rank
Allocation (Top 20)
67.38%

May Barnhard Investments LLC Holdings Map

Top 50 May Barnhard Investments LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
6.55%526.6K$13.5M
-3.68%(-20.11K)
2025-Q1: 619.7K shares2025-Q2: 617.8K shares2025-Q3: 582.4K shares2025-Q4: 546.7K shares2026-Q1: 526.6K shares
$18.00(+63.37%)
2026-03-31
VO
VANGUARD INDEX FDS
5.45%39.1K$11.2M
+4.53%(+1.70K)
2025-Q1: 23.4K shares2025-Q2: 32.2K shares2025-Q3: 37.0K shares2025-Q4: 37.4K shares2026-Q1: 39.1K shares
$62.44(+24.15%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
4.82%341.1K$9.9M
-5.58%(-20.16K)
2025-Q1: 412.6K shares2025-Q2: 408.0K shares2025-Q3: 389.2K shares2025-Q4: 361.2K shares2026-Q1: 341.1K shares
$19.54(+77.53%)
2026-03-31
IJR
ISHARES TR
4.79%79.4K$9.9M
-1.34%(-1.08K)
2025-Q1: 90.8K shares2025-Q2: 90.5K shares2025-Q3: 85.8K shares2025-Q4: 80.5K shares2026-Q1: 79.4K shares
$101.36(+34.32%)
2026-03-31
SCHV
SCHWAB STRATEGIC TR
4.07%274.6K$8.4M
-3.12%(-8.84K)
2025-Q1: 351.4K shares2025-Q2: 350.9K shares2025-Q3: 306.5K shares2025-Q4: 283.4K shares2026-Q1: 274.6K shares
$22.88(+44.10%)
2026-03-31
IJS
ISHARES TR
3.88%67.4K$8.0M
-3.89%(-2.73K)
2025-Q1: 77.0K shares2025-Q2: 76.6K shares2025-Q3: 73.4K shares2025-Q4: 70.2K shares2026-Q1: 67.4K shares
$96.15(+32.49%)
2026-03-31
VV
VANGUARD INDEX FDS
3.76%25.9K$7.7M
+21.73%(+4.62K)
2025-Q1: 17.6K shares2025-Q2: 17.7K shares2025-Q3: 20.2K shares2025-Q4: 21.3K shares2026-Q1: 25.9K shares
$247.55(+38.93%)
2026-03-31
VTV
VANGUARD INDEX FDS
3.76%39.5K$7.7M
+18.50%(+6.16K)
2025-Q1: 25.0K shares2025-Q2: 24.5K shares2025-Q3: 27.6K shares2025-Q4: 33.3K shares2026-Q1: 39.5K shares
$163.88(+27.54%)
2026-03-31
VOE
VANGUARD INDEX FDS
3.41%38.1K$7.0M
-0.06%(-24)
2025-Q1: 35.5K shares2025-Q2: 36.0K shares2025-Q3: 37.7K shares2025-Q4: 38.1K shares2026-Q1: 38.1K shares
$145.02(+33.02%)
2026-03-31
VB
VANGUARD INDEX FDS
2.79%22.0K$5.8M
+8.28%(+1.68K)
2025-Q1: 18.0K shares2025-Q2: 19.2K shares2025-Q3: 20.2K shares2025-Q4: 20.3K shares2026-Q1: 22.0K shares
$218.10(+31.59%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track May Barnhard Investments LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all