BF
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Bare Financial Services, Inc13F | |
| Bare Financial Services, Inc | |
| Last update 2025-05-12 | 936 Stocks (796 new) |
| Value $260.00 Mil | Turnover 5 % |
Bare Financial Services, Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 58,391 | 32,810.0 | +1.71% | 12.610 | +0.21% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
IEFA | iShares Core MSCI EAFE ETF | 322,834 | 24,422.4 | +4.84% | 9.390 | +0.43% | 0.020 | +15.26% | +20.32% | 142,203.0 | ||
VTV | Vanguard Value ETF | 140,125 | 24,205.2 | +5.01% | 9.300 | +0.44% | 0.020 | +10.76% | +6.49% | 132,298.5 | ||
BND | Vanguard Total Bond Market ETF | 304,291 | 22,350.2 | +8.78% | 8.590 | +0.69% | 0.020 | +1.08% | +1.24% | 126,972.4 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 238,862 | 20,821.6 | +6.34% | 8.000 | +0.48% | 0.140 | +20.13% | -1.71% | 16,734.9 | ||
BIBL | Inspire 100 ETF | 423,976 | 16,284.9 | +3.40% | 6.260 | +0.21% | 5.440 | +15.88% | +7.25% | 325.5 | ||
IBD | Inspire Corporate Bond ETF | 613,272 | 14,565.2 | +14.64% | 5.600 | +0.72% | 3.610 | +2.00% | +2.18% | 385.6 | ||
WWJD | Inspire International ETF | 473,691 | 14,563.5 | +4.13% | 5.600 | +0.22% | 4.990 | +16.21% | +20.61% | 375.7 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 464,262 | 12,233.3 | +6.44% | 4.700 | +0.28% | 0.250 | +4.27% | +4.45% | 5,790.4 | ||
TPLC |
Timothy Plan US Large/Mid Cap Core ETF
Timothy Plan US Large/Mid Cap Core ETF
| 253,858 | 10,773.8 | +12.56% | 4.140 | +0.46% | 3.450 | +13.34% | +6.43% | 308.4 |
Bare Financial Services, Inc's Historical Top Holdings Breakdowns
Bare Financial Services, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBD | Inspire Corporate Bond ETF | 2025-03-31 | Add Add | +0.72% | 23.28 ($23.62) 23.95 | $23.95 | 1.40% | Add 14.64% | 613,272 | 78,308 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.69% | 71.17 ($72.57) 73.66 | $72.80 | 0.32% | Add 8.78% | 304,291 | 24,565 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +0.48% | 84.96 ($93.96) 100.71 | $94.88 | 0.98% | Add 6.34% | 238,862 | 14,235 | |
TPLC |
Timothy Plan US Large/Mid Cap Core ETF
Timothy Plan US Large/Mid Cap Core ETF
| 2025-03-31 | Add Add | +0.46% | 41.17 ($43.58) 45.22 | $45.36 | 4.08% | Add 12.56% | 253,858 | 28,319 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.44% | 167.73 ($174.39) 179.21 | $178.26 | 2.22% | Add 5.01% | 140,125 | 6,685 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.43% | 69.57 ($74.78) 78.65 | $83.07 | 11.09% | Add 4.84% | 322,834 | 14,890 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.28% | 25.77 ($26.17) 26.48 | $26.32 | 0.57% | Add 6.44% | 464,262 | 28,076 | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 2025-03-31 | Add Add | +0.22% | 92.71 ($101.57) 107.38 | $110.02 | 8.32% | Add 9.84% | 67,594 | 6,053 | |
WWJD | Inspire International ETF | 2025-03-31 | Add Add | +0.22% | 28.66 ($30.35) 31.72 | $34.47 | 13.57% | Add 4.13% | 473,691 | 18,796 | |
BIBL | Inspire 100 ETF | 2025-03-31 | Add Add | +0.21% | 37.55 ($40.1) 41.94 | $41.73 | 4.06% | Add 3.4% | 423,976 | 13,950 |
Bare Financial Services, Inc Total Holding History ($B)
Bare Financial Services, Inc's Asset Allocation
Bare Financial Services, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bare Financial Services, Inc's Hypothetical Growth since 2025-03-31
Bare Financial Services, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bare Financial Services, Inc's Holdings Heat Map
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Bare Financial Services, Inc's Holdings Bubble Chart
Bare Financial Services, Inc News
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