Fund Holdings — May Barnhard Investments LLC

Total Portfolio Value
$193.78M
Total Bought
$4.31M
Total Sold
$12.37M
Net Transaction
-$8.05M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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APPLE INC(AAPL)17,93617,811-1253,0763,7511.94%+676
INVESCO QQQ TR17,72517,310-4157,8708,2944.28%+423
ISHARES TR
MSCI INTL QUALTY
33,51543,535+10,0201,3291,7000.88%+371
NVIDIA CORPORATION(NVDA)9539,948+8,9958621,2290.63%+367
SCHWAB STRATEGIC TR04,569+4,56903060.16%+306
VANGUARD INDEX FDS10,86410,791-733,7404,0362.08%+297
VANGUARD INDEX FDS26,14828,985+2,8374,0774,3602.25%+283
VANGUARD INDEX FDS16,88718,516+1,6294,2194,4832.31%+263
VANGUARD INDEX FDS13,54113,990+4493,2473,4921.80%+246
PFIZER INC(PFE)08,114+8,11402270.12%+227
VANGUARD INDEX FDS17,05818,429+1,3714,0224,2312.18%+208
SPDR SER TR
ST STR P500ETF
03,226+3,22602060.11%+206
VANGUARD INDEX FDS11,29612,783+1,4872,5822,7871.44%+205
VANGUARD INDEX FDS20,04321,569+1,5263,2643,4601.79%+196
BIOCRYST PHARMACEUTICALS INC(BCRX)030,000+30,00001850.10%+185
ALPHABET INC(GOOG)4,0634,242+1796197780.40%+160
VANGUARD INDEX FDS13,54715,083+1,5362,6002,7531.42%+153
AMAZON COM INC(AMZN)6,2346,462+2281,1241,2490.64%+124
ISHARES TR12,03212,042+101,0161,1140.58%+98
BANK AMERICA CORP40,41240,452+401,5321,6090.83%+76
ISHARES TR3,1443,152+81,6531,7250.89%+72
COSTCO WHSL CORP NEW(COST)52852803874490.23%+62
ELI LILLY & CO(LLY)40040003123630.19%+51
VANGUARD INTL EQUITY INDEX F13,68514,553+8689229720.50%+50
TESLA INC(TSLA)1,9501,95003433860.20%+43
ISHARES TR15,46515,46501,1211,1630.60%+42
JPMORGAN CHASE & CO.(JPM)1,3751,561+1862753160.16%+40
VANGUARD INDEX FDS9,2149,072-1422,3952,4271.25%+32
ISHARES TR32,61233,056+4442,6672,6991.39%+32
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,74411,74407718000.41%+29
PHILIP MORRIS INTL INC(PM)2,4472,482+352242520.13%+27
DECKERS OUTDOOR CORP(DECK)81081007627840.40%+22
UNITEDHEALTH GROUP INC(UNH)1,1971,199+25926110.32%+18
ISHARES GOLD TR(IAU)8,9508,95003763930.20%+17
VANGUARD SPECIALIZED FUNDS3,3773,466+896176330.33%+16
ALTRIA GROUP INC(MO)5,3675,484+1172342500.13%+16
ISHARES TR4,7414,903+1625095240.27%+14
SEMPRA(SRE)3,2563,25602342480.13%+14
CISCO SYS INC(CSCO)4,6705,134+4642332440.13%+11
VANGUARD WORLD FD
INF TECH ETF
1,2281,132-966446530.34%+9
PROCTER AND GAMBLE CO(PG)1,6901,689-12742790.14%+4
ISHARES TR13,62113,712+916987030.36%+4
WHITE MTNS INS GROUP LTD
COM
15515502782820.15%+4
ISHARES TR
CORE MSCI EURO
3,7953,874+792202210.11%+1
META PLATFORMS INC(META)1,028992-364995000.26%+1
VANGUARD WORLD FD
CONSUM STP ETF
1,0081,00802062050.11%-1
ISHARES TR6,2176,218+15955880.30%-7
SPDR SER TR
ST STR BLO 1 ETF
3,8233,748-753513440.18%-7
MARRIOTT INTL INC NEW(MAR)1,0261,027+12592480.13%-11
SPDR SER TR
ST STR BL 12 ETF
4,3914,233-1584374210.22%-16
VANGUARD WORLD FD
HEALTH CAR ETF
3,5363,53609579410.49%-16
VISA INC(V)1,2741,275+13563350.17%-21
JOHNSON & JOHNSON(JNJ)2,5582,623+654053830.20%-21
VANGUARD INDEX FDS16,63717,239+6024,3384,3122.23%-26
COPART INC(CPRT)8,7448,74405064740.24%-33
SCHWAB STRATEGIC TR120,138110,131-10,00711,13911,1065.73%-34
SALESFORCE INC(CRM)92892802792390.12%-41
SCHWAB STRATEGIC TR3,6133,029-5842912360.12%-56
ISHARES TR14,32114,384+632,6752,6181.35%-57
SCHWAB STRATEGIC TR79,80182,743+2,9426,4986,4403.32%-58
SPDR SER TR
ST STR SP DIV
10,30810,177-1311,3531,2940.67%-58
MICROSOFT CORP(MSFT)3,5493,181-3681,4931,4220.73%-71
HOME DEPOT INC(HD)1,2101,106-1044643810.20%-84
ISHARES TR28,04328,04302,3582,2741.17%-84
TOLL BROTHERS INC(TOL)8,7508,75001,1321,0080.52%-124
OLD DOMINION FREIGHT LINE IN(ODFL)2,9162,91606405150.27%-125
SCHWAB STRATEGIC TR208,771199,670-9,10112,95612,8296.62%-128
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
9,1047,892-1,2129608320.43%-128
SCHWAB STRATEGIC TR107,260108,491+1,2315,2825,1482.66%-134
WISDOMTREE TR(WT)10,1377,954-2,1837726210.32%-151
MONDELEZ INTL INC(MDLZ)2,8900-2,8902020—-202
SPDR SER TR
ST STR SP600GRWO
49,04547,376-1,6694,2784,0682.10%-211
MARTIN MARIETTA MATLS INC(MLM)3760-3762310—-231
SPDR SER TR
ST STR SP400GRW
70,07668,859-1,2176,1175,7882.99%-329
SPDR SER TR
ST STR SP600SM C
58,69957,510-1,1894,8704,5042.32%-367
PROSHARES TR
S&P 500 DV ARIST
28,34625,632-2,7142,8752,4641.27%-411
SPDR SER TR
ST STR SP400VAL
79,14575,938-3,2076,0155,5392.86%-476
ISHARES TR49,40843,057-6,3516,4595,5302.85%-929
ISHARES TR52,50545,531-6,9745,9935,0242.59%-969
SCHWAB STRATEGIC TR119,710106,750-12,9609,0967,9084.08%-1,188
ISHARES TR102,68395,243-7,44011,34910,1595.24%-1,190
ISHARES TR115,15098,692-16,4586,9945,7752.98%-1,219
ISHARES TR53,67145,565-8,1066,7275,5022.84%-1,225
ISHARES TR91,74884,116-7,6329,4288,1824.22%-1,246
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May Barnhard Investments LLC — 13F Holdings — Q2 2024 | TickerTrail