Filer Name: BARE FINANCIAL SERVICES, INC
CIK: 2009426
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 145
Portfolio Value: $0.25B

Bare Financial Services, Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 57,407 $34M 13.59% 1.8% -
VTV US VANGUARD VALUE ETF 133,440 $23M 9.08% 7.6% -
AVUV US AVANTIS US SMALL CAP VALUE 224,627 $22M 8.72% 7.9% -
IEFA US ISHARES CORE MSCI EAFE ETF 307,944 $22M 8.70% 7.6% -
BND US VANGUARD TOTAL BOND MARKET 279,726 $20M 8.09% 11.0% -
BIBL US INSPIRE 100 ETF 410,026 $16M 6.41% -3.2% -
WWJD US INSPIRE INTERNATIONAL ETF 454,895 $13M 5.30% 5.3% -
IBD US INSPIRE CORPORATE BOND ETF 534,964 $13M 5.04% 8.7% -
PYLD US PIMCO MULTISECTOR BOND ACTV 436,186 $11M 4.55% 13.6% -
TPLC US TIMOTHY PLAN US LARGE/MID CA 225,539 $10M 3.88% 11.8% -
TPSC US TIMOTHY PLAN US SMALL CAP CO 205,654 $8M 3.23% 5.5% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 125,954 $7M 2.81% 9.3% -
VONG US VANGUARD RUSSELL 1000 GROWTH 61,541 $6M 2.56% 18.5% -
CGXU US CAP GROUP INTL FOCUS 206,673 $5M 2.05% -10.9% -
VOT US VANGUARD MID-CAP GROWTH ETF 19,879 $5M 2.03% 23.3% -
MUB US ISHARES NATIONAL MUNI BOND E 37,972 $4M 1.63% 26.1% -
IWN US ISHARES RUSSELL 2000 VALUE E 24,212 $4M 1.60% -2.0% -
IVE US ISHARES S&P 500 VALUE ETF 20,335 $4M 1.56% -3.0% -
IWO US ISHARES RUSSELL 2000 GROWTH 12,206 $4M 1.41% -0.5% -
VTI US VANGUARD TOTAL STOCK MKT ETF 10,954 $3M 1.28% -5.3% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us