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Home > Institutional Investor > Bare Financial Services, Inc > Profile

Instuitional Investor - Bare Financial Services, Inc

Fund Profile
Filing Period:
Fund Name: Bare Financial Services, Inc
Portfolio Value $248,713,280
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,407 $33,794,190 13.58%
2.
Vanguard Value Etf
 133,440 $22,591,443 9.08%
3.
Avantis U.s. Small Cap Value Etf
 224,627 $21,683,259 8.71%
4.
Ishares Core Msci Eafe Etf
 307,944 $21,642,332 8.7%
5.
Vanguard Bond Index Funds
 BND 279,726 $20,115,064 8.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)