BF

Bare Financial Services, Inc

13F
Bare Financial Services, Inc
Last update 2024-08-15 155 Stocks (36 new)
Value $190.00 Mil Turnover 43 %
Countries:
Top Holdings: IVV(13.23%)BIBL(9.00%)IEFA(8.28%)AVUV(7.68%)VTV(7.61%)
Portfolio Report
Summary Stock Picks Current Portfolio
Bare Financial Services, Inc Top Holdings of 2024-06-30 View Full List
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
45,464
25155.890
+70.80%
13.230
+5.48%
-
+5.62%
+20.65%
531471.618
 
BIBL 		Inspire 100 ETF
437,959
17110.420
-4.93%
9.000
-0.80%
-
+6.66%
+16.48%
343.493
 
IEFA 		iShares Core MSCI EAFE ETF
210,739
15759.040
+272.24%
8.280
+6.06%
-
+6.19%
+10.05%
125312.299
 
AVUV 		Avantis U.S. Small Cap Value ETF
146,543
14610.340
+712.91%
7.680
+6.74%
-
+6.93%
+6.31%
13373.438
 
VTV 		Vanguard Value ETF
86,123
14469.480
+292.16%
7.610
+5.67%
-
+7.01%
+16.64%
122470.554
 
WWJD 		Inspire International ETF
403,526
12323.690
+62.17%
6.480
+2.48%
-
+8.12%
+9.62%
312.371
 
IBD 		Inspire Corporate Bond ETF
446,359
10560.850
+25.25%
5.550
+1.12%
-
+2.60%
+2.16%
366.320
 
TPLC 		Timothy Plan US Large/Mid Cap Core ETF
172,408
7287.960
+149.79%
3.830
+2.30%
-
+6.43%
+14.37%
266.570
 
BND 		Vanguard Total Bond Market ETF
98,590
7248.340
+10,084.92%
3.810
+3.77%
-
+3.83%
+2.43%
112163.764
 
TPSC 		Timothy Plan US Small Cap Core ETF
176,350
6913.310
+125.68%
3.630
+2.02%
-
+9.40%
+9.46%
158.777
 

Bare Financial Services, Inc's Historical Top Holdings Breakdowns

Bare Financial Services, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVUV 		Avantis U.S. Small Cap Value ETF2024-06-30Add
+6.74%
●
86.93 ($90.57) 93.77
$95.47
5.41%
Add 712.91%
146,543
128,516
IEFA 		iShares Core MSCI EAFE ETF2024-06-30Add
+6.06%
●
70.77 ($73.59) 76.19
$77.42
5.20%
Add 272.24%
210,739
154,126
VTV 		Vanguard Value ETF2024-06-30Add
+5.67%
●
154.57 ($159.83) 163.65
$174.38
9.10%
Add 292.16%
86,123
64,162
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+5.48%
●
497.53 ($525.83) 549.64
$576.25
9.59%
Add 70.8%
45,464
18,845
BND 		Vanguard Total Bond Market ETF2024-06-30Add
+3.77%
●
70.55 ($71.62) 72.66
$75.34
5.19%
Add 10084.92%
98,590
97,622
WWJD 		Inspire International ETF2024-06-30Add
+2.48%
●
28.85 ($29.99) 31.24
$32.37
7.94%
Add 62.17%
403,526
154,704
TPLC 		Timothy Plan US Large/Mid Cap Core ETF2024-06-30Add
+2.30%
●
39.41 ($40.72) 41.76
$43.70
7.32%
Add 149.79%
172,408
103,386
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2024-06-30New Buy
+2.17%
●
25.14 ($25.5) 25.73
$26.66
4.55%
New holding
158,148
158,148
ISMD 		Inspire Small/Mid Cap ETF2024-06-30Reduce
-2.05%
●
32.98 ($34.73) 36.17
$37.92
9.19%
Reduce -59.9%
42,167
-62,991
TPSC 		Timothy Plan US Small Cap Core ETF2024-06-30Add
+2.02%
●
33.89 ($35.44) 36.6
$38.73
9.27%
Add 125.68%
176,350
98,208

Bare Financial Services, Inc Total Holding History ($B)

To

Bare Financial Services, Inc's Asset Allocation

To

Bare Financial Services, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bare Financial Services, Inc's Hypothetical Growth since 2024-06-30

Bare Financial Services, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Bare Financial Services, Inc's Holdings Heat Map

Size field:

Bare Financial Services, Inc's Holdings Bubble Chart

Bare Financial Services, Inc News

  • 1

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