May Barnhard Investments

May Barnhard Investments as of Dec. 31, 2023

Portfolio Holdings for May Barnhard Investments

May Barnhard Investments holds 82 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 6.1 $12M 110k 108.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.1 $12M 209k 56.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.8 $11M 136k 82.96
Ishares Tr Sp Smcp600vl Etf (IJS) 5.3 $10M 101k 103.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.3 $8.3M 20k 409.53
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.0 $7.8M 112k 70.10
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $7.6M 27k 277.15
Ishares Tr Rus Mdcp Val Etf (IWS) 3.6 $7.0M 60k 116.29
Ishares Tr S&P SML 600 GWT (IJT) 3.5 $6.9M 55k 125.14
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.3 $6.4M 61k 104.46
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 2.9 $5.7M 78k 73.38
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $5.7M 76k 75.32
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 2.8 $5.5M 73k 75.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.3 $4.6M 97k 47.24
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.3 $4.5M 54k 83.31
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 2.3 $4.4M 53k 83.63
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.1 $4.0M 17k 241.78
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.0 $3.9M 27k 145.01
Vanguard Index Fds Growth Etf (VUG) 2.0 $3.9M 13k 310.90
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.0 $3.8M 17k 219.58
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $3.6M 16k 232.65
Apple (AAPL) 1.7 $3.4M 17k 192.54
Vanguard Index Fds Value Etf (VTV) 1.6 $3.1M 21k 149.50
Vanguard Index Fds Large Cap Etf (VV) 1.6 $3.0M 14k 218.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $2.8M 35k 82.04
Proshares Tr S&p 500 Dv Arist (NOBL) 1.4 $2.7M 28k 95.20
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $2.6M 15k 173.90
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.4M 11k 213.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $2.4M 13k 179.98
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.2M 9.2k 237.23
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $2.2M 28k 77.73
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.6M 3.4k 477.76
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.8 $1.5M 14k 105.61
Bank of America Corporation (BAC) 0.7 $1.4M 43k 33.67
Microsoft Corporation (MSFT) 0.6 $1.2M 3.3k 376.05
Spdr Ser Tr S&p Divid Etf (SDY) 0.6 $1.2M 9.8k 124.98
Ishares Tr Morningstr Us Eq (ILCB) 0.5 $1.0M 16k 65.76
Toll Brothers (TOL) 0.5 $1000k 9.7k 102.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $995k 13k 75.10
Amazon (AMZN) 0.5 $965k 6.4k 151.94
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $955k 15k 64.48
Vanguard World Fds Health Car Etf (VHT) 0.5 $916k 3.7k 250.72
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.4 $817k 8.2k 99.13
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $747k 12k 63.33
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $698k 9.9k 70.28
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $650k 1.3k 484.25
Old Dominion Freight Line (ODFL) 0.3 $591k 1.5k 405.33
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $586k 11k 51.28
Alphabet Cap Stk Cl C (GOOG) 0.3 $579k 4.1k 140.93
UnitedHealth (UNH) 0.3 $569k 1.1k 526.55
Deckers Outdoor Corporation (DECK) 0.3 $541k 810.00 668.43
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $536k 3.1k 170.43
Ishares Tr U.s. Finls Etf (IYF) 0.3 $533k 6.2k 85.42
Ishares Tr Tips Bd Etf (TIP) 0.3 $510k 4.7k 107.50
Tesla Motors (TSLA) 0.3 $490k 2.0k 248.48
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $486k 5.3k 91.39
NVIDIA Corporation (NVDA) 0.2 $472k 953.00 495.61
JPMorgan Chase & Co. (JPM) 0.2 $443k 2.6k 170.14
Costco Wholesale Corporation (COST) 0.2 $419k 635.00 660.12
Copart (CPRT) 0.2 $412k 8.4k 49.00
Johnson & Johnson (JNJ) 0.2 $388k 2.5k 156.75
Meta Platforms Cl A (META) 0.2 $377k 1.1k 353.96
Home Depot (HD) 0.2 $372k 1.1k 346.75
Ishares Gold Tr Ishares New (IAU) 0.2 $368k 9.4k 39.03
Visa Com Cl A (V) 0.2 $356k 1.4k 260.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $344k 723.00 475.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $273k 3.6k 76.13
Eli Lilly & Co. (LLY) 0.1 $269k 460.00 584.07
Ishares Tr Russell 3000 Etf (IWV) 0.1 $256k 936.00 273.85
Pfizer (PFE) 0.1 $246k 8.5k 28.79
Sempra Energy (SRE) 0.1 $243k 3.3k 74.73
salesforce (CRM) 0.1 $234k 889.00 263.14
White Mountains Insurance Gp (WTM) 0.1 $233k 155.00 1505.90
Procter & Gamble Company (PG) 0.1 $232k 1.6k 146.54
Marriott Intl Cl A (MAR) 0.1 $232k 1.0k 225.64
Philip Morris International (PM) 0.1 $227k 2.4k 94.12
Cisco Systems (CSCO) 0.1 $217k 4.3k 50.52
Altria (MO) 0.1 $212k 5.2k 40.35
Martin Marietta Materials (MLM) 0.1 $211k 423.00 499.70
Ishares Tr Core Msci Euro (IEUR) 0.1 $209k 3.8k 55.02
Ishares Tr S&p 100 Etf (OEF) 0.1 $204k 914.00 223.41
Mondelez Intl Cl A (MDLZ) 0.1 $202k 2.8k 72.44