Top 50 May Barnhard Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 6.55% | 526.6K | $13.5M | -3.68%(-20.11K) | $18.00(+63.37%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.45% | 39.1K | $11.2M | +4.53%(+1.70K) | $62.44(+24.15%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.82% | 341.1K | $9.9M | -5.58%(-20.16K) | $19.54(+77.53%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.79% | 79.4K | $9.9M | -1.34%(-1.08K) | $101.36(+34.32%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.07% | 274.6K | $8.4M | -3.12%(-8.84K) | $22.88(+44.10%) | 2026-03-31 | |
| IJS | ISHARES TR | 3.88% | 67.4K | $8.0M | -3.89%(-2.73K) | $96.15(+32.49%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.76% | 25.9K | $7.7M | +21.73%(+4.62K) | $247.55(+38.93%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.76% | 39.5K | $7.7M | +18.50%(+6.16K) | $163.88(+27.54%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 3.41% | 38.1K | $7.0M | -0.06%(-24) | $145.02(+33.02%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.79% | 22.0K | $5.8M | +8.28%(+1.68K) | $218.10(+31.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.15% | +41.05% |
| Top 20 Holdings Unweighted | +11.66% | +39.22% |
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