Filer Name: MAY BARNHARD INVESTMENTS LLC
CIK: 2052759
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 82
Portfolio Value: $0.21B

May Barnhard Investments Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHX US SCHWAB US LARGE-CAP ETF 618,873 $14M 6.82% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 407,816 $11M 5.41% - -
IJR US ISHARES CORE S&P SMALL-CAP E 95,814 $11M 5.25% - -
SCHV US SCHWAB US LARGE-CAP VALUE 338,411 $9M 4.20% - -
IJS US ISHARES S&P SMALL-CAP 600 VA 79,492 $9M 4.11% - -
QQQ US INVESCO QQQ TRUST SERIES 1 14,459 $7M 3.52% - -
SCHM US SCHWAB US MID CAP ETF 261,314 $7M 3.44% - -
MDYV US SPDR S&P 400 MID CAP VALUE E 79,294 $6M 3.03% - -
IJH US ISHARES CORE S&P MIDCAP ETF 98,963 $6M 2.93% - -
SCHA US SCHWAB US SMALL-CAP ETF 233,623 $6M 2.87% - -
IWS US ISHARES RUSSELL MID-CAP VALU 45,685 $6M 2.81% - -
VO US VANGUARD MID-CAP ETF 22,121 $6M 2.78% - -
IJT US ISHARES S&P SMALL-CAP 600 GR 42,307 $6M 2.72% - -
VOE US VANGUARD MID-CAP VALUE ETF 34,798 $6M 2.68% - -
IWP US ISHARES RUSSELL MID-CAP GROW 44,212 $6M 2.67% - -
MDYG US SPDR S&P 400 MID CAPGROWTH E 64,250 $6M 2.66% - -
VBK US VANGUARD SMALL-CAP GRWTH ETF 18,674 $5M 2.49% - -
SLYV US SPDR S&P 600 SMALL CAP VALUE 56,112 $5M 2.33% - -
VOT US VANGUARD MID-CAP GROWTH ETF 17,708 $4M 2.14% - -
VV US VANGUARD LARGE-CAP ETF 16,378 $4M 2.10% - -
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