Fund HoldingsBare Financial Services, Inc

Total Portfolio Value
$359.51M
Total Bought
$26.46M
Total Sold
$5.02M
Net Transaction
+$21.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD TOTAL BOND MARKET ETF384,148431,766+47,61828,56931,9818.90%+3,412
VANGUARD VALUE ETF160,217168,965+8,74829,87932,2718.98%+2,392
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
539,364618,067+78,70314,47716,4904.59%+2,014
ISHARES NATIONAL MUNI BOND ETF34,95753,313+18,3563,7235,7101.59%+1,988
EVENTIDE HIGH DIVIDEND ETF
EVEN HIGH DI ETF
344,928414,551+69,6239,22411,0023.06%+1,778
CROSSMARK LARGE CAP GROWTH ETF
LARGE CAP GROW
352,546416,918+64,3729,53011,2563.13%+1,726
AVANTIS U.S. SMALL CAP VALUE ETF294,833303,644+8,81129,34530,9668.61%+1,621
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
360,613368,635+8,02231,48532,9789.17%+1,493
SCHWAB US DIVIDEND EQUITY ETF043,420+43,42001,1910.33%+1,191
INSPIRE INTERNATIONAL ETF
INSPIRE INTL ETF
500,215513,235+13,02017,64018,7235.21%+1,083
INSPIRE CORPORATE BOND ETF
INSPIRE CORP BD
673,970714,733+40,76316,27617,2974.81%+1,020
CAPITAL GROUP DIVIDEND GROWERS ETF
SHS ETF
13,50040,424+26,9244681,4410.40%+973
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
85,16891,866+6,69810,26311,1853.11%+922
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
147,842147,388-4549,98110,7122.98%+731
ISHARES CORE S&P 500 ETF62,11761,701-41641,57542,26211.76%+687
Sovereigns Capital Flourish Fund107,124133,326+26,2023,2443,8901.08%+646
TIMOTHY PLAN US SMALL CAP CORE ETF238,817254,682+15,8659,92810,5572.94%+629
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF020,239+20,23907800.22%+780
ALPHABET INC CAP STK CL A(GOOG)1,4181,863+4453455830.16%+238
CAPITAL GROUP MUNICIPAL INCOME ETF
MUN INM ETF
012,395+12,39503390.09%+339
VANGUARD MID-CAP GROWTH ETF28,50930,746+2,2378,3768,5822.39%+207
CAPITAL GROUP SHORT DURATION INCOME ETF
SHORT DURATION
06,521+6,52101700.05%+170
CAPITAL GROUP CORE PLUS INCOME ETF
CORE PLUS INCM
07,489+7,48901700.05%+170
MICROSOFT CORP COM(MSFT)400663+2632073210.09%+113
MERCK & CO INC COM(MRK)01,158+1,15801220.03%+122
CAPITAL GROUP CORE BALANCED ETF
SHS
42,44144,245+1,8041,4741,5630.43%+90
SPDR Gold Shares ETF(GLD)761902+1412713570.10%+87
ISHARES RUSSELL 2000 VALUE ETF22,19922,138-613,9254,0121.12%+87
TIMOTHY PLAN US LARGE/MID CAP CORE ETF0204,934+204,93409,3142.59%+9,314
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
2,4902,517+276467240.20%+78
VANGUARD TOTAL STOCK MARKET ETF10,62810,62803,4883,5630.99%+75
APPLE INC COM(AAPL)5,5745,469-1051,4191,4870.41%+67
META PLATFORMS INC CL A(META)51157+106371040.03%+66
iShares Silver Trust ETF(SLV)2,4272,42701031560.04%+54
AMAZON COM INC COM(AMZN)1,3431,444+1012953330.09%+38
TESLA INC COM(TSLA)204285+81911280.04%+37
BERKSHIRE HATHAWAY INC DEL CL B NEW115172+5758860.02%+29
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
946974+287067340.20%+28
ALPHABET INC CAP STK CL C(GOOG)379382+3921200.03%+28
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
9,5739,890+3177657890.22%+23
AST SPACEMOBILE INC COM CL A(ASTS)826826041600.02%+19
ADVANCED MICRO DEVICES INC COM(AMD)358358058770.02%+19
TRUIST FINL CORP COM(TFC)0822+8220400.01%+40
FORD MTR CO COM(F)5,8766,574+69870860.02%+16
ROCKET COS INC COM CL A(RKT)0941+9410180.01%+18
ELI LILLY & CO COM(LLY)048+480520.01%+52
KEYCORP COM(KEY)0724+7240150.00%+15
SANDISK CORP COM(SNDK)080+800190.01%+19
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND(WT)0155+1550140.00%+14
MICRON TECHNOLOGY INC COM(MU)084+840240.01%+24
APPLIED MATLS INC COM0231+2310590.02%+59
TOTALENERGIES SE ACT(TTE)0168+1680110.00%+11
ASTRAZENECA PLC ORD(AZN)0117+1170110.00%+11
QNITY ELECTRONICS INC COMMON STOCK(Q)0128+1280100.00%+10
BROADCOM INC COM(AVGO)299313+14991080.03%+10
ISHARES S&P 500 VALUE ETF18,85618,407-4493,8943,9041.09%+10
FULTON FINL CORP PA COM(FULT)17,52617,379-1473273360.09%+9
PHILLIPS EDISON & CO INC COMMON STOCK(PECO)0298+2980110.00%+11
LXP INDUSTRIAL TRUST COM(LXP)0182+182090.00%+9
ABRDN PHYSICAL SILVER SHARES ETF0362+3620240.01%+24
COHERENT CORP COM(COHR)089+890160.00%+16
S & T BANCORP INC COM(STBA)04,354+4,35401710.05%+171
PRUDENTIAL FINL INC COM(PFH)707721+1473810.02%+8
INGEVITY CORP COM(NGVT)0145+145090.00%+9
EXXON MOBIL CORP COM0425+4250510.01%+51
ENOVA INTL INC COM(ENVA)049+49080.00%+8
ARROWHEAD PHARMACEUTICALS INC COM(ARWR)0188+1880120.00%+12
PROTAGONIST THERAPEUTICS INC COM0110+1100100.00%+10
COCA COLA CO COM(KO)0749+7490520.01%+52
VISA INC COM CL A(V)0123+1230430.01%+43
PALOMAR HLDGS INC COM(PLMR)054+54070.00%+7
SEACOAST BKG CORP FLA COM NEW(SBCF)4,5464,624+781381450.04%+7
CHAMPION HOMES INC COM(SKY)0141+1410120.00%+12
AMETEK INC COM059+590120.00%+12
BANK AMERICA CORP COM724800+7637440.01%+7
HECLA MNG CO COM(HL)0467+467090.00%+9
NMI HLDGS INC COM(NMIH)0160+160070.00%+7
EVERUS CONSTR GROUP COM(ECG)076+76070.00%+7
LUMEN TECHNOLOGIES INC COM(LUMN)0834+834060.00%+6
PERIMETER SOLUTIONS INC COMMON STOCK(PRM)0235+235060.00%+6
CUSHMAN AND WAKEFIELD LTD COMMON SHARES
COMMON SHARES
0391+391060.00%+6
PAYMENTUS HOLDINGS INC COM CL A(PAY)0195+195060.00%+6
HUB GROUP INC CL A(HUBG)0231+2310100.00%+10
CACI INTL INC CL A(CACI)013+13070.00%+7
RH COM(RH)041+41070.00%+7
LANTHEUS HLDGS INC COM(LNTH)091+91060.00%+6
CITIGROUP INC COM NEW(C)0177+1770210.01%+21
NATIONAL FUEL GAS CO COM(NFG)0119+1190100.00%+10
GILDAN ACTIVEWEAR INC COM(GIL)087+87050.00%+5
ACADIA PHARMACEUTICALS INC COM0242+242060.00%+6
DEERE & CO COM(DE)034+340160.00%+16
DRIVEN BRANDS HLDGS INC COM(DRVN)0357+357050.00%+5
WOLVERINE WORLD WIDE INC COM(WWW)0278+278050.00%+5
THE BALDWIN INSURANCE GRP INC COM CL A(BWIN)0200+200050.00%+5
ICU MED INC COM(ICUI)044+44060.00%+6
PACER US CASH COWS 100 ETF
US CASH COWS 100
01,736+1,73601040.03%+104
INTEL CORP COM(INTC)1,0531,084+3135400.01%+5
INTUITIVE SURGICAL INC COM NEW035+350200.01%+20
INTERNATIONAL BUSINESS MACHS COM(IBM)065+650190.01%+19
SENTINELONE INC CL A(S)0305+305050.00%+5
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