Long-term investor
Bare Financial Services, Inc. @barefinancialservicesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009426).
Record
- Tracked since 2025-06-30 (441 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +18.2% · all +18.2%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.8% · long · since 2025-06-30
- VTV · 9.0% · long · since 2025-06-30
- AVUV · 9.0% · long · since 2025-06-30
- IEFA · 8.6% · long · since 2025-06-30
- BND · 8.4% · long · since 2025-06-30
- WWJD · 4.7% · long · since 2025-06-30
- PYLD · 4.5% · long · since 2025-06-30
- IBD · 4.3% · long · since 2025-06-30
- ELCV · 3.4% · long · since 2025-09-30
- EMXC · 3.4% · long · since 2025-06-30
- CLCG · 3.1% · long · since 2025-09-30
- VONG · 3.0% · long · since 2025-06-30