Bare Financial Services, Inc Diversified Active

CIK: 0002009426 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 13, 2024

Total Value ($000): $104,113 (100.0% shares, 0.0% debt)

Holdings (133)

BIBL INSPIRE 100 ETF 16.2%
Value ($000) $16,861 Shares 460,671 Est. Cost $35.74 Unrealized
IVV ISHARES CORE S&P 500 ETF 12.9%
Value ($000) $13,428 Shares 26,619 Est. Cost $490.17 Unrealized
IBD INSPIRE CORPORATE BOND ETF 7.9%
Value ($000) $8,225 Shares 356,369 Est. Cost $23.26 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 7.0%
Value ($000) $7,271 Shares 248,822 Est. Cost $29.35 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 6.3%
Value ($000) $6,579 Shares 259,306 Est. Cost $24.30 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.9%
Value ($000) $4,065 Shares 56,613 Est. Cost $71.57 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 3.8%
Value ($000) $3,998 Shares 26,824 Est. Cost $153.61 Unrealized
IVE ISHARES S&P 500 VALUE ETF 3.6%
Value ($000) $3,780 Shares 21,143 Est. Cost $174.79 Unrealized
ISMD INSPIRE SMALL/MID CAP ETF 3.4%
Value ($000) $3,563 Shares 105,158 Est. Cost $34.36 Unrealized
VTV VANGUARD VALUE ETF 3.3%
Value ($000) $3,437 Shares 21,961 Est. Cost $155.57 Unrealized
IWM ISHARES RUSSELL 2000 ETF 3.3%
Value ($000) $3,420 Shares 17,456 Est. Cost $197.39 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 3.2%
Value ($000) $3,296 Shares 13,167 Est. Cost $251.70 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 2.9%
Value ($000) $2,971 Shares 11,949 Est. Cost $237.22 Unrealized
TPLC TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND 2.6%
Value ($000) $2,744 Shares 69,022 Est. Cost $39.50 Unrealized
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 2.6%
Value ($000) $2,691 Shares 78,142 Est. Cost $34.56 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 2.3%
Value ($000) $2,367 Shares 22,262 Est. Cost $106.63 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 1.8%
Value ($000) $1,855 Shares 22,338 Est. Cost $82.11 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 1.5%
Value ($000) $1,593 Shares 18,027 Est. Cost $88.38 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 1.5%
Value ($000) $1,519 Shares 6,788 Est. Cost $223.18 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 1.5%
Value ($000) $1,514 Shares 26,843 Est. Cost $56.23 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 1.4%
Value ($000) $1,420 Shares 53,293 Est. Cost $27.06 Unrealized
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 1.1%
Value ($000) $1,102 Shares 31,642 Est. Cost $34.58 Unrealized
AAPL APPLE INC COM 0.9%
Value ($000) $941 Shares 5,527 Est. Cost $182.74 Unrealized -1.4%
IVW ISHARES S&P 500 GROWTH ETF 0.7%
Value ($000) $743 Shares 9,142 Est. Cost $78.45 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.3%
Value ($000) $355 Shares 8,680 Est. Cost $41.22 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $247 Shares 965 Est. Cost $256.04 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $242 Shares 280 Est. Cost $46.31 Unrealized +56.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $240 Shares 486 Est. Cost $494.73 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $199 Shares 1,220 Est. Cost $134.76 Unrealized +5.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $158 Shares 877 Est. Cost $180.20 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $154 Shares 882 Est. Cost $140.18 Unrealized +19.1%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $151 Shares 356 Est. Cost $409.52 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $144 Shares 8,731 Est. Cost $13.35 Unrealized +8.1%
STBA S & T BANCORP INC COM 0.1%
Value ($000) $131 Shares 4,341 Est. Cost $28.67 Unrealized +11.7%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $130 Shares 847 Est. Cost $119.93 Unrealized +17.7%
GLD SPDR Gold Shares ETF 0.1%
Value ($000) $128 Shares 606 Est. Cost $194.65 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $119 Shares 1,103 Est. Cost $107.44 Unrealized
THO THOR INDS INC COM 0.1%
Value ($000) $118 Shares 1,183 Est. Cost $95.35 Unrealized +15.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $113 Shares 578 Est. Cost $192.48 Unrealized
SBCF SEACOAST BKG CORP FLA COM NEW 0.1%
Value ($000) $104 Shares 4,495 Est. Cost $25.19 Unrealized 0.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $96 Shares 2,000 Est. Cost $47.96 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $94 Shares 794 Est. Cost $118.86 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $88 Shares 472 Est. Cost $115.14 Unrealized +21.9%
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $84 Shares 217 Est. Cost $350.36 Unrealized +14.0%
MGPI MGP INGREDIENTS INC NEW COM 0.1%
Value ($000) $84 Shares 1,073 Est. Cost $96.08 Unrealized -9.8%
SIGNING DAY SPORTS INC COM 0.1%
Value ($000) $83 Shares 320,000 Est. Cost $0.26 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $81 Shares 2,153 Est. Cost $28.38 Unrealized +17.6%
F FORD MTR CO DEL COM 0.1%
Value ($000) $70 Shares 5,776 Est. Cost $10.69 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $68 Shares 968 Est. Cost $70.67 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $63 Shares 688 Est. Cost $85.41 Unrealized
SLV iShares Silver Trust ETF 0.1%
Value ($000) $58 Shares 2,427 Est. Cost $23.87 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.1%
Value ($000) $54 Shares 470 Est. Cost $109.37 Unrealized
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $49 Shares 1,217 Est. Cost $37.60 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $47 Shares 865 Est. Cost $57.61 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $44 Shares 342 Est. Cost $124.97 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $42 Shares 1,210 Est. Cost $34.65 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $41 Shares 1,031 Est. Cost $43.73 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $39 Shares 203 Est. Cost $144.89 Unrealized +19.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $39 Shares 245 Est. Cost $128.32 Unrealized +36.2%
THERATECHNOLOGIES INC COM NEW 0.0%
Value ($000) $36 Shares 27,557 Est. Cost $1.58 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $33 Shares 200 Est. Cost $143.27 Unrealized 0.0%
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $33 Shares 352 Est. Cost $83.84 Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $33 Shares 729 Est. Cost $37.83 Unrealized +9.5%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $31 Shares 1,007 Est. Cost $30.44 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $29 Shares 178 Est. Cost $137.80 Unrealized +0.9%
BLES INSPIRE GLOBAL HOPE ETF 0.0%
Value ($000) $25 Shares 693 Est. Cost $35.99 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $25 Shares 74 Est. Cost $293.72 Unrealized +18.7%
KO COCA COLA CO COM 0.0%
Value ($000) $24 Shares 386 Est. Cost $53.26 Unrealized +6.5%
INTC INTEL CORP COM 0.0%
Value ($000) $23 Shares 767 Est. Cost $40.04 Unrealized +10.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $22 Shares 635 Est. Cost $36.98 Unrealized 0.0%
NUVEEN PENNSYLVANIA QLT MUN FD COM 0.0%
Value ($000) $21 Shares 1,848 Est. Cost $11.58 Unrealized
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $21 Shares 1,476 Est. Cost $19.93 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $20 Shares 804 Est. Cost $25.34 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $20 Shares 248 Est. Cost $79.61 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $18 Shares 199 Est. Cost $74.81 Unrealized +11.2%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $17 Shares 596 Est. Cost $26.28 Unrealized +1.5%
MRK MERCK & CO INC COM 0.0%
Value ($000) $17 Shares 134 Est. Cost $96.81 Unrealized +19.6%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $17 Shares 158 Est. Cost $105.53 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $16 Shares 132 Est. Cost $97.59 Unrealized +0.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $15 Shares 213 Est. Cost $28.53 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $15 Shares 408 Est. Cost $35.51 Unrealized -6.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $14 Shares 282 Est. Cost $40.17 Unrealized +6.2%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $13 Shares 572 Est. Cost $22.98 Unrealized 0.0%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $13 Shares 271 Est. Cost $47.87 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $13 Shares 28 Est. Cost $461.43 Unrealized
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $12 Shares 1,055 Est. Cost $11.75 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $12 Shares 507 Est. Cost $24.01 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $12 Shares 213 Est. Cost $48.96 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $12 Shares 213 Est. Cost $50.60 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $11 Shares 290 Est. Cost $31.00 Unrealized +15.9%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $11 Shares 171 Est. Cost $58.62 Unrealized -1.8%
BA BOEING CO COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $213.87 Unrealized -3.9%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $10 Shares 182 Est. Cost $55.63 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $9 Shares 173 Est. Cost $46.49 Unrealized +4.6%
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $9 Shares 362 Est. Cost $22.77 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $9 Shares 357 Est. Cost $24.97 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $8 Shares 215 Est. Cost $38.95 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $27.61 Unrealized +18.8%
BARRICK GOLD CORP COM 0.0%
Value ($000) $7 Shares 436 Est. Cost $17.13 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $7 Shares 133 Est. Cost $51.27 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 169 Est. Cost $40.06 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $237.66 Unrealized -17.8%
IAU iShares Gold Trust ETF 0.0%
Value ($000) $5 Shares 124 Est. Cost $39.03 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $157.74 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $47.96 Unrealized +3.3%
LNKB LINKBANCORP INC COM 0.0%
Value ($000) $4 Shares 677 Est. Cost $6.64 Unrealized 0.0%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $4 Shares 110 Est. Cost $31.01 Unrealized
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $4 Shares 158 Est. Cost $16.76 Unrealized +4.8%
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $3 Shares 513 Est. Cost $5.47 Unrealized -0.5%
CC CHEMOURS CO COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.34 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.40 Unrealized -6.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.81 Unrealized -9.9%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $58.77 Unrealized +12.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $329.75 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.73 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $21.28 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $1 Shares 435 Est. Cost $3.36 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.97 Unrealized -7.8%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $200.12 Unrealized +18.8%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.80 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $37.86 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $48.50 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $241.50 Unrealized
KNOP KNOT OFFSHORE PARTNERS LP COM UNITS 0.0%
Value ($000) $0 Shares 80 Est. Cost $5.63 Unrealized -3.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.13 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $23.57 Unrealized +5.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.67 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $7.69 Unrealized +3.5%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $37.57 Unrealized
PSQH PSQ HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.02 Unrealized -17.6%
PLG PLATINUM GROUP METALS LTD COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.08 Unrealized -0.8%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $5.71 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.69 Unrealized +27.0%