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Home > Institutional Investor > May Barnhard Investments Llc > Profile

Instuitional Investor - May Barnhard Investments Llc

Fund Profile
Filing Period:
Fund Name: May Barnhard Investments Llc
Portfolio Value $214,156,875
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 617,821 $15,099,549 7.05%
2.
Schwab Strategic Trust
 FNDF 408,031 $11,918,602 5.57%
3.
Ishares Trust
 IEF 90,500 $9,890,821 4.62%
4.
Schwab Strategic Trust
 FNDF 350,876 $9,708,753 4.53%
5.
Vanguard Index Fds - MID CAP ETF
 32,169 $9,001,864 4.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)