Bare Financial Services, Inc Diversified Active

CIK: 0002009426 · Show all filings

Period: Q4 2023 (Next →)

Filing Date: Feb 6, 2024

Total Value ($000): $49,666 (100.0% shares, 0.0% debt)

Holdings (107)

BIBL INSPIRE 100 ETF 16.3%
Value ($000) $8,101 Shares 232,123 Est. Cost $34.90 Unrealized
IVV ISHARES CORE S&P 500 ETF 13.6%
Value ($000) $6,769 Shares 14,173 Est. Cost $477.63 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 8.9%
Value ($000) $4,407 Shares 184,636 Est. Cost $23.87 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 6.1%
Value ($000) $3,025 Shares 19,475 Est. Cost $155.33 Unrealized
IVE ISHARES S&P 500 VALUE ETF 6.0%
Value ($000) $3,003 Shares 17,271 Est. Cost $173.89 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 6.0%
Value ($000) $2,990 Shares 101,259 Est. Cost $29.53 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 6.0%
Value ($000) $2,969 Shares 12,515 Est. Cost $237.22 Unrealized
IBD INSPIRE CORPORATE BOND ETF 5.8%
Value ($000) $2,890 Shares 122,493 Est. Cost $23.59 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 4.8%
Value ($000) $2,406 Shares 9,541 Est. Cost $252.22 Unrealized
ISMD INSPIRE SMALL/MID CAP ETF 4.3%
Value ($000) $2,143 Shares 61,754 Est. Cost $34.70 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 2.7%
Value ($000) $1,360 Shares 50,218 Est. Cost $27.08 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.2%
Value ($000) $1,087 Shares 5,418 Est. Cost $200.71 Unrealized
AAPL APPLE INC COM 2.1%
Value ($000) $1,038 Shares 5,391 Est. Cost $182.81 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 1.7%
Value ($000) $854 Shares 5,513 Est. Cost $119.93 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 1.3%
Value ($000) $630 Shares 8,961 Est. Cost $70.35 Unrealized
TPLC TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND 0.9%
Value ($000) $437 Shares 11,441 Est. Cost $38.21 Unrealized
VTV VANGUARD VALUE ETF 0.9%
Value ($000) $432 Shares 2,887 Est. Cost $149.50 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.7%
Value ($000) $345 Shares 3,184 Est. Cost $108.41 Unrealized
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 0.7%
Value ($000) $344 Shares 9,731 Est. Cost $35.38 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $321 Shares 4,120 Est. Cost $78.02 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.6%
Value ($000) $312 Shares 4,152 Est. Cost $75.10 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.6%
Value ($000) $277 Shares 5,002 Est. Cost $55.41 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.5%
Value ($000) $229 Shares 1,045 Est. Cost $219.57 Unrealized
AMZN AMAZON COM INC COM 0.3%
Value ($000) $149 Shares 980 Est. Cost $140.18 Unrealized 0.0%
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 0.3%
Value ($000) $148 Shares 4,472 Est. Cost $33.12 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.3%
Value ($000) $146 Shares 356 Est. Cost $409.52 Unrealized
STBA S & T BANCORP INC COM 0.3%
Value ($000) $145 Shares 4,341 Est. Cost $28.67 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $142 Shares 1,020 Est. Cost $133.35 Unrealized 0.0%
THO THOR INDS INC COM 0.3%
Value ($000) $140 Shares 1,183 Est. Cost $95.35 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $139 Shares 280 Est. Cost $46.31 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.3%
Value ($000) $134 Shares 1,148 Est. Cost $115.14 Unrealized 0.0%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.3%
Value ($000) $127 Shares 3,026 Est. Cost $41.84 Unrealized
EXC EXELON CORP COM 0.3%
Value ($000) $126 Shares 3,502 Est. Cost $35.51 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $116 Shares 1,157 Est. Cost $97.59 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $111 Shares 578 Est. Cost $192.48 Unrealized
MGPI MGP INGREDIENTS INC NEW COM 0.2%
Value ($000) $106 Shares 1,073 Est. Cost $96.08 Unrealized 0.0%
FULT FULTON FINL CORP PA COM 0.2%
Value ($000) $98 Shares 5,946 Est. Cost $12.84 Unrealized 0.0%
NBTB NBT BANCORP INC COM 0.2%
Value ($000) $98 Shares 2,327 Est. Cost $36.13 Unrealized 0.0%
GLD SPDR Gold Shares ETF 0.2%
Value ($000) $96 Shares 504 Est. Cost $191.17 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $82 Shares 217 Est. Cost $350.36 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $77 Shares 2,083 Est. Cost $28.22 Unrealized 0.0%
PPL PPL CORP COM 0.2%
Value ($000) $75 Shares 2,761 Est. Cost $23.57 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $63 Shares 352 Est. Cost $179.97 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $59 Shares 688 Est. Cost $85.41 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.1%
Value ($000) $51 Shares 470 Est. Cost $109.37 Unrealized
XLF Financial Select Sector SPDR ETF 0.1%
Value ($000) $46 Shares 1,217 Est. Cost $37.60 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $44 Shares 238 Est. Cost $177.67 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $43 Shares 342 Est. Cost $124.97 Unrealized
THERATECHNOLOGIES INC COM NEW 0.1%
Value ($000) $39 Shares 23,907 Est. Cost $1.62 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $39 Shares 767 Est. Cost $40.04 Unrealized 0.0%
OZK BANK OZK LITTLE ROCK ARK COM 0.1%
Value ($000) $36 Shares 729 Est. Cost $37.83 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $35 Shares 203 Est. Cost $144.89 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $32 Shares 216 Est. Cost $141.98 Unrealized 0.0%
XLE Energy Select Sector SPDR ETF 0.1%
Value ($000) $30 Shares 352 Est. Cost $83.84 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $29 Shares 200 Est. Cost $117.86 Unrealized 0.0%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.1%
Value ($000) $29 Shares 1,476 Est. Cost $19.93 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $28 Shares 255 Est. Cost $96.81 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $27 Shares 178 Est. Cost $137.80 Unrealized 0.0%
HD HOME DEPOT INC COM 0.1%
Value ($000) $26 Shares 74 Est. Cost $293.72 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $25 Shares 678 Est. Cost $34.90 Unrealized 0.0%
KO COCA COLA CO COM 0.0%
Value ($000) $23 Shares 386 Est. Cost $53.26 Unrealized 0.0%
NUVEEN PENNSYLVANIA QLT MUN FD COM 0.0%
Value ($000) $21 Shares 1,848 Est. Cost $11.58 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $20 Shares 282 Est. Cost $70.97 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $19 Shares 199 Est. Cost $74.81 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $17 Shares 596 Est. Cost $26.28 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $17 Shares 65 Est. Cost $213.87 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 459 Est. Cost $35.40 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $16 Shares 108 Est. Cost $140.61 Unrealized 0.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $16 Shares 240 Est. Cost $64.81 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $13 Shares 282 Est. Cost $40.17 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.02 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $11 Shares 284 Est. Cost $34.81 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $11 Shares 290 Est. Cost $31.00 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $10 Shares 171 Est. Cost $58.62 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $10 Shares 173 Est. Cost $46.49 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 86 Est. Cost $104.00 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $8 Shares 196 Est. Cost $35.90 Unrealized 0.0%
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $8 Shares 362 Est. Cost $22.77 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $8 Shares 538 Est. Cost $15.02 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $8 Shares 304 Est. Cost $25.34 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $237.66 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $7 Shares 70 Est. Cost $106.71 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 169 Est. Cost $40.06 Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $7 Shares 130 Est. Cost $47.44 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $27.61 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $36.81 Unrealized 0.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $5 Shares 7 Est. Cost $783.29 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 216 Est. Cost $24.16 Unrealized
IAU iShares Gold Trust ETF 0.0%
Value ($000) $5 Shares 124 Est. Cost $39.03 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $4 Shares 197 Est. Cost $21.78 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $47.96 Unrealized 0.0%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $31.01 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $3 Shares 513 Est. Cost $5.47 Unrealized 0.0%
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $3 Shares 158 Est. Cost $16.76 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.40 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $58.77 Unrealized 0.0%
BARRICK GOLD CORP COM 0.0%
Value ($000) $3 Shares 146 Est. Cost $18.09 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $200.12 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.97 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $15.35 Unrealized 0.0%
KNOP KNOT OFFSHORE PARTNERS LP COM UNITS 0.0%
Value ($000) $0 Shares 80 Est. Cost $5.63 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $7.69 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $18.50 Unrealized
PSQH PSQ HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.02 Unrealized 0.0%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $5.71 Unrealized
PLG PLATINUM GROUP METALS LTD COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.08 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.69 Unrealized 0.0%