May Barnhard Investments

May Barnhard Investments as of March 31, 2025

Portfolio Holdings for May Barnhard Investments

May Barnhard Investments holds 92 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.8 $14M 620k 22.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.2 $10M 413k 25.04
Ishares Tr Core S&p Scp Etf (IJR) 4.7 $9.5M 91k 104.57
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.7 $9.3M 351k 26.58
Ishares Tr Sp Smcp600vl Etf (IJS) 3.7 $7.5M 77k 97.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $6.3M 13k 468.94
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.0 $6.1M 231k 26.20
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $6.0M 23k 258.63
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 2.9 $5.7M 74k 77.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.8 $5.7M 36k 160.54
Ishares Tr Rus Mdcp Val Etf (IWS) 2.7 $5.4M 43k 125.97
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $5.3M 91k 58.35
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 2.5 $5.0M 63k 79.46
Ishares Tr S&P SML 600 GWT (IJT) 2.5 $5.0M 40k 124.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.4 $4.9M 209k 23.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.4 $4.8M 41k 117.49
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.3 $4.7M 19k 251.78
Vanguard Index Fds Large Cap Etf (VV) 2.3 $4.5M 18k 257.04
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.2 $4.4M 18k 244.64
Vanguard Index Fds Value Etf (VTV) 2.2 $4.3M 25k 172.75
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.1 $4.1M 53k 78.40
Vanguard Index Fds Small Cp Etf (VB) 2.0 $4.0M 18k 221.76
Vanguard Index Fds Growth Etf (VUG) 1.9 $3.8M 10k 370.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $3.5M 19k 186.29
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.7 $3.4M 41k 83.00
Ishares Tr Msci Intl Qualty (IQLT) 1.6 $3.2M 81k 39.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $3.2M 38k 82.73
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.5M 9.2k 274.86
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $2.4M 28k 85.07
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $2.2M 11k 190.59
Apple (AAPL) 1.0 $2.1M 9.2k 222.15
Bank of America Corporation (BAC) 0.8 $1.6M 39k 41.73
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.8 $1.6M 15k 105.54
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $1.6M 15k 102.19
NVIDIA Corporation (NVDA) 0.7 $1.5M 14k 108.38
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $1.4M 10k 135.69
Microsoft Corporation (MSFT) 0.6 $1.3M 3.4k 375.47
Amazon (AMZN) 0.6 $1.2M 6.4k 190.26
Ishares Tr Morningstr Us Eq (ILCB) 0.6 $1.2M 16k 77.26
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.2M 2.1k 561.96
Vanguard World Health Car Etf (VHT) 0.6 $1.2M 4.4k 264.79
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $1.0M 11k 91.74
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $997k 14k 70.21
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $936k 12k 78.86
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $869k 37k 23.61
Alphabet Cap Stk Cl C (GOOG) 0.4 $811k 5.2k 156.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $792k 28k 27.96
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $736k 3.8k 194.02
Ishares Tr U.s. Finls Etf (IYF) 0.4 $702k 6.2k 112.85
Toll Brothers (TOL) 0.3 $663k 6.3k 105.59
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $663k 13k 52.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $660k 7.1k 92.84
Vanguard World Inf Tech Etf (VGT) 0.3 $614k 1.1k 542.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $560k 1.0k 559.39
Ishares Gold Tr Ishares New (IAU) 0.3 $549k 9.3k 58.96
Deckers Outdoor Corporation (DECK) 0.3 $543k 4.9k 111.81
UnitedHealth (UNH) 0.3 $542k 1.0k 524.08
JPMorgan Chase & Co. (JPM) 0.3 $539k 2.2k 245.40
Meta Platforms Cl A (META) 0.3 $535k 929.00 576.36
Costco Wholesale Corporation (COST) 0.3 $529k 559.00 947.08
Visa Com Cl A (V) 0.3 $522k 1.5k 350.61
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $516k 6.5k 79.86
Tesla Motors (TSLA) 0.3 $505k 2.0k 259.16
Ishares Tr Tips Bd Etf (TIP) 0.2 $497k 4.5k 111.09
Copart (CPRT) 0.2 $495k 8.7k 56.59
Bank of New York Mellon Corporation (BK) 0.2 $487k 5.8k 83.87
Old Dominion Freight Line (ODFL) 0.2 $483k 2.9k 165.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $430k 8.5k 50.83
Philip Morris International (PM) 0.2 $408k 2.6k 158.76
Home Depot (HD) 0.2 $406k 1.1k 366.53
Johnson & Johnson (JNJ) 0.2 $392k 2.4k 165.90
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.2 $382k 3.8k 99.50
Altria (MO) 0.2 $343k 5.7k 60.02
Eli Lilly & Co. (LLY) 0.2 $331k 400.00 826.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $330k 4.2k 78.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $287k 537.00 533.98
Williams Companies (WMB) 0.1 $278k 4.6k 59.76
Abbvie (ABBV) 0.1 $267k 1.3k 209.63
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $256k 6.3k 40.76
Procter & Gamble Company (PG) 0.1 $250k 1.5k 170.47
salesforce (CRM) 0.1 $249k 928.00 268.36
Ishares Tr Core Msci Euro (IEUR) 0.1 $236k 3.9k 60.16
TJX Companies (TJX) 0.1 $236k 1.9k 121.80
McDonald's Corporation (MCD) 0.1 $230k 737.00 312.59
BioCryst Pharmaceuticals (BCRX) 0.1 $225k 30k 7.50
Mondelez Intl Cl A (MDLZ) 0.1 $225k 3.3k 67.87
Vanguard World Consum Stp Etf (VDC) 0.1 $221k 1.0k 218.97
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $213k 3.2k 65.77
Booking Holdings (BKNG) 0.1 $212k 46.00 4606.91
Lam Research Corp Com New (LRCX) 0.1 $209k 2.9k 72.70
Fiserv (FI) 0.1 $209k 944.00 220.83
Ishares Tr U.s. Energy Etf (IYE) 0.1 $203k 4.1k 49.30