Bare Financial Services, Inc - Portfolio overview

Bare Financial Services, Inc has 1950 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES CORE MSCI EAFE ETF, 10.44%
2. AVUV - AVANTIS U.S. SMALL CAP VALUE ETF, 10.44%
3. VTV - VANGUARD VALUE ETF, 10.43%

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

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