May Barnhard Investments

May Barnhard Investments as of March 31, 2024

Portfolio Holdings for May Barnhard Investments

May Barnhard Investments holds 80 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.5 $13M 209k 62.06
Ishares Tr Core S&p Scp Etf (IJR) 5.7 $11M 103k 110.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.6 $11M 120k 92.72
Ishares Tr Sp Smcp600vl Etf (IJS) 4.7 $9.4M 92k 102.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.6 $9.1M 120k 75.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $7.9M 18k 444.02
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $7.0M 115k 60.74
Ishares Tr Rus Mdcp Val Etf (IWS) 3.4 $6.7M 54k 125.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $6.5M 80k 81.43
Ishares Tr S&P SML 600 GWT (IJT) 3.2 $6.5M 49k 130.73
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 3.1 $6.1M 70k 87.29
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 3.0 $6.0M 79k 76.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.0 $6.0M 53k 114.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.6 $5.3M 107k 49.24
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.4 $4.9M 59k 82.97
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.2 $4.3M 17k 260.73
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 2.1 $4.3M 49k 87.23
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $4.2M 17k 249.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.0 $4.1M 26k 155.91
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.0 $4.0M 17k 235.80
Vanguard Index Fds Growth Etf (VUG) 1.9 $3.7M 11k 344.21
Vanguard Index Fds Value Etf (VTV) 1.6 $3.3M 20k 162.87
Vanguard Index Fds Large Cap Etf (VV) 1.6 $3.2M 14k 239.77
Apple (AAPL) 1.5 $3.1M 18k 171.49
Proshares Tr S&p 500 Dv Arist (NOBL) 1.4 $2.9M 28k 101.41
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $2.7M 14k 186.82
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $2.7M 33k 81.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $2.6M 14k 191.89
Vanguard Index Fds Small Cp Etf (VB) 1.3 $2.6M 11k 228.60
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $2.4M 9.2k 259.93
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $2.4M 28k 84.09
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.7M 3.1k 525.79
Bank of America Corporation (BAC) 0.8 $1.5M 40k 37.92
Microsoft Corporation (MSFT) 0.7 $1.5M 3.5k 420.76
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $1.4M 10k 131.24
Ishares Tr Msci Intl Qualty (IQLT) 0.7 $1.3M 34k 39.66
Toll Brothers (TOL) 0.6 $1.1M 8.8k 129.37
Amazon (AMZN) 0.6 $1.1M 6.2k 180.38
Ishares Tr Morningstr Us Eq (ILCB) 0.6 $1.1M 16k 72.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.0M 12k 84.44
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.5 $960k 9.1k 105.48
Vanguard World Health Car Etf (VHT) 0.5 $957k 3.5k 270.53
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $922k 14k 67.34
NVIDIA Corporation (NVDA) 0.4 $862k 953.00 904.32
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $772k 10k 76.19
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $771k 12k 65.65
Deckers Outdoor Corporation (DECK) 0.4 $762k 810.00 941.26
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $699k 14k 51.28
Vanguard World Inf Tech Etf (VGT) 0.3 $644k 1.2k 524.55
Old Dominion Freight Line (ODFL) 0.3 $640k 2.9k 219.31
Alphabet Cap Stk Cl C (GOOG) 0.3 $619k 4.1k 152.26
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $617k 3.4k 182.65
Ishares Tr U.s. Finls Etf (IYF) 0.3 $595k 6.2k 95.66
UnitedHealth (UNH) 0.3 $592k 1.2k 494.91
Ishares Tr Tips Bd Etf (TIP) 0.3 $509k 4.7k 107.42
Copart (CPRT) 0.3 $507k 8.7k 57.92
Meta Platforms Cl A (META) 0.2 $499k 1.0k 485.60
Home Depot (HD) 0.2 $464k 1.2k 383.78
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.2 $437k 4.4k 99.43
Johnson & Johnson (JNJ) 0.2 $405k 2.6k 158.24
Costco Wholesale Corporation (COST) 0.2 $387k 528.00 733.19
Ishares Gold Tr Ishares New (IAU) 0.2 $376k 9.0k 42.01
Visa Com Cl A (V) 0.2 $356k 1.3k 279.17
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $351k 3.8k 91.82
Tesla Motors (TSLA) 0.2 $343k 2.0k 175.79
Eli Lilly & Co. (LLY) 0.2 $312k 400.00 778.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $291k 3.6k 80.65
salesforce (CRM) 0.1 $280k 928.00 301.18
White Mountains Insurance Gp (WTM) 0.1 $278k 155.00 1795.35
JPMorgan Chase & Co. (JPM) 0.1 $275k 1.4k 200.31
Procter & Gamble Company (PG) 0.1 $274k 1.7k 162.27
Marriott Intl Cl A (MAR) 0.1 $259k 1.0k 252.50
Altria (MO) 0.1 $234k 5.4k 43.62
Sempra Energy (SRE) 0.1 $234k 3.3k 71.83
Cisco Systems (CSCO) 0.1 $233k 4.7k 49.92
Martin Marietta Materials (MLM) 0.1 $231k 376.00 613.94
Philip Morris International (PM) 0.1 $224k 2.4k 91.63
Ishares Tr Core Msci Euro (IEUR) 0.1 $220k 3.8k 57.85
Vanguard World Consum Stp Etf (VDC) 0.1 $206k 1.0k 204.28
Mondelez Intl Cl A (MDLZ) 0.1 $202k 2.9k 70.02