May Barnhard Investments LLC - Portfolio overview

May Barnhard Investments LLC has 90 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 6.30%
2. VO - VANGUARD INDEX FDS, 5.23%
3. SCHG - SCHWAB STRATEGIC TR, 4.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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