Fund HoldingsBare Financial Services, Inc

Total Portfolio Value
$190.21M
Total Bought
$86.74M
Total Sold
$2.90M
Net Transaction
+$83.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AVANTIS U.S. SMALL CAP VALUE ETF18,027146,543+128,5161,59314,6107.68%+13,017
ISHARES CORE S&P 500 ETF26,61945,464+18,84513,42825,15613.23%+11,728
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
56,613210,739+154,1264,06515,7598.28%+11,694
VANGUARD VALUE ETF21,96186,123+64,1623,43714,4697.61%+11,033
VANGUARD TOTAL BOND MARKET ETF96898,590+97,622687,2483.81%+7,180
INSPIRE INTERNATIONAL ETF
INSPIRE INTL ETF
248,822403,526+154,7047,27112,3246.48%+5,053
TIMOTHY PLAN US LARGE/MID CAP CORE ETF69,022172,408+103,3862,7447,2883.83%+4,544
TIMOTHY PLAN US SMALL CAP CORE ETF78,142176,350+98,2082,6916,9133.63%+4,222
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
0158,148+158,14804,1282.17%+4,128
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
26,84390,396+63,5531,5145,4442.86%+3,929
INSPIRE CORPORATE BOND ETF
INSPIRE CORP BD
356,369446,359+89,9908,22510,5615.55%+2,336
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
22,33841,606+19,2681,8553,8352.02%+1,980
VANGUARD MID-CAP GROWTH ETF6,78813,500+6,7121,5193,1521.66%+1,632
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF31,64263,644+32,0021,1022,3391.23%+1,237
ISHARES RUSSELL 2000 VALUE ETF26,82426,869+453,9984,6002.42%+602
ISHARES RUSSELL 2000 GROWTH ETF13,16713,488+3213,2963,8302.01%+534
ISHARES RUSSELL 2000 ETF17,45616,880-5763,4203,7791.99%+359
ISHARES NATIONAL MUNI BOND ETF22,26225,276+3,0142,3672,7221.43%+355
APPLE INC COM(AAPL)05,527+5,52701,2270.65%+1,227
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
486877+3912404980.26%+258
ISHARES S&P 500 VALUE ETF21,14321,166+233,7804,0362.12%+256
INSPIRE 100 ETF
INSPIRE 100 ETF
460,671437,959-22,71216,86117,1109.00%+250
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
9651,809+8442474970.26%+250
VANGUARD TOTAL STOCK MARKET ETF11,94911,504-4452,9713,1361.65%+165
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
01,627+1,62701270.07%+127
VANGUARD REAL ESTATE ETF2481,434+1,186201300.07%+110
NVIDIA CORPORATION COM(NVDA)2802,800+2,5202423280.17%+86
ISHARES U.S. REGIONAL BANKS ETF8,6808,912+2323554290.23%+74
S & T BANCORP INC COM(STBA)04,341+4,34101930.10%+193
SILA REALTY TRUST INC COMMON STOCK02,474+2,4740580.03%+58
ISHARES S&P 500 GROWTH ETF9,1428,712-4307437950.42%+53
CAPITAL GROUP CORE BALANCED ETF
SHS
01,603+1,6030480.03%+48
SPDR Gold Shares ETF(GLD)606721+1151281630.09%+35
CAPITAL GROUP MUNICIPAL INCOME ETF
MUN INM ETF
53,29353,319+261,4201,4490.76%+28
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
0146+1460280.01%+28
PFIZER INC COM(PFE)0987+9870300.02%+30
INSPIRE 500 ETF
INSPIRE 500 ETF
0130+1300270.01%+27
TRUIST FINL CORP COM(TFC)2,1532,396+243811070.06%+26
PNC FINL SVCS GROUP INC COM(PNC)0847+84701530.08%+153
SEACOAST BKG CORP FLA COM NEW(SBCF)4,4954,49501041250.07%+21
INVESCO QQQ TRUST SERIES I35635601511680.09%+17
DISNEY WALT CO COM(DIS)0164+1640150.01%+15
VANGUARD SMALL CAP VALUE ETF877873-41581730.09%+15
EXXON MOBIL CORP COM0248+2480290.02%+29
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
57857801131260.07%+13
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
073+730130.01%+13
INVESCO RAFI STRATEGIC US ETF
RAFI STRATGIC US
0236+2360120.01%+12
ALPHABET INC CAP STK CL A(GOOG)1,2201,22001992090.11%+11
AMAZON COM INC COM(AMZN)88288201541650.09%+11
AST SPACEMOBILE INC COM CL A(ASTS)4354350190.00%+8
THOR INDS INC COM(THO)01,183+1,18301260.07%+126
COGNIZANT TECHNOLOGY SOLUTIONS CL A(CTSH)0100+100080.00%+8
MERCK & CO INC COM(MRK)0216+2160240.01%+24
ISHARES U.S. FINANCIALS ETF688688063700.04%+7
VERISIGN INC COM035+35070.00%+7
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
SHS CREAT UNIT
259,306253,567-5,7396,5796,5853.46%+7
MICROSOFT CORP COM(MSFT)217217084910.05%+6
FULTON FINL CORP PA COM(FULT)8,7317,782-9491441510.08%+6
SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
2,0002,0000961020.05%+6
GE AEROSPACE COM NEW(GE)036+36060.00%+6
ISHARES RUSSELL MID-CAP VALUE ETF794784-10941000.05%+6
iShares Silver Trust ETF(SLV)2,4272,427058640.03%+6
JPMORGAN CHASE & CO. COM(JPM)203203039430.02%+4
LKQ CORP COM(LKQ)0100+100040.00%+4
VANGUARD MEGA CAP VALUE ETF470470054580.03%+4
Financial Select Sector SPDR ETF
ST STR FINL ETF
1,2171,217049530.03%+4
INSPIRE TACTICAL BALANCED ETF
INSPIRE CAPITAL
0153+153040.00%+4
MGM RESORTS INTERNATIONAL COM(MGM)1,0311,031041440.02%+4
EVOLV TECHNOLOGIES HLDNGS INC COM CL A(EVLV)01,040+1,040040.00%+4
THERATECHNOLOGIES INC COM NEW027,557+27,5570390.02%+39
MGP INGREDIENTS INC NEW COM01,073+1,0730880.05%+88
ISHARES RUSSELL MID-CAP GROWTH ETF1,1031,095-81191220.06%+3
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
1,0071,007031340.02%+3
SPDR S&P DIVIDEND ETF
ST STR SP DIV
342342044460.02%+3
WP CAREY INC COM(WPC)865865047500.03%+3
HOME DEPOT INC COM(HD)074+740270.01%+27
MORGAN STANLEY COM NEW(MS)0199+1990210.01%+21
DUPONT DE NEMOURS INC COM(DD)213213015180.01%+2
INVENTRUST PPTYS CORP COM NEW(IVT)804804020230.01%+2
HARLEY DAVIDSON INC COM(HOG)635635022240.01%+2
C H ROBINSON WORLDWIDE INC COM NEW(CHRW)022+22020.00%+2
COCA COLA CO COM(KO)386386024260.01%+2
MANULIFE FINL CORP COM(MFC)572572013150.01%+2
CONSTELLATION ENERGY CORP COM(CEG)0472+4720900.05%+90
NUVEEN PENNSYLVANIA QLT MUN FD COM01,848+1,8480230.01%+23
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
1,2101,210042440.02%+2
ALPHABET INC CAP STK CL C(GOOG)200200033350.02%+2
BANK OZK LITTLE ROCK ARK COM(OZK)0729+7290340.02%+34
GE VERNOVA INC COM(GEV)09+9020.00%+2
BOEING CO COM(BA)065+650120.01%+12
TESLA INC COM(TSLA)030+30070.00%+7
KINROSS GOLD CORP COM(KGC)0513+513050.00%+5
VANGUARD S&P 500 ETF2828013140.01%+1
BROADCOM INC COM(AVGO)07+7010.00%+1
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK(GEHC)012+12010.00%+1
HUMACYTE INC COM0104+104010.00%+1
AGNICO EAGLE MINES LTD COM(AEM)71710450.00%+1
ABRDN PHYSICAL SILVER SHARES ETF36236209100.01%+1
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
0169+169070.00%+7
ANGLOGOLD ASHANTI PLC COM SHS(AU)1581580440.00%+1
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