MondegarAI
May Barnhard Investments LLC

Q1 2024 · 13F-HR

May Barnhard Investments LLCholdings as filed

Filed 2025-04-08 · accession 0001172661-25-001424

$199.8M
Reported value
80
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$13.0M6.49%208,771CommonSOLE
464287804IJRISHARES TR$11.3M5.68%102,683CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$11.1M5.58%120,138CommonSOLE
464287879IJSISHARES TR$9.4M4.72%91,748CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$9.1M4.55%119,710CommonSOLE
46090E103QQQINVESCO QQQ TR$7.9M3.94%17,725CommonSOLE
464287507IJHISHARES TR$7.0M3.50%115,150CommonSOLE
464287473IWSISHARES TR$6.7M3.37%53,671CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$6.5M3.25%79,801CommonSOLE
464287887IJTISHARES TR$6.5M3.23%49,408CommonSOLE
78464A821MDYGSPDR SER TR$6.1M3.06%70,076CommonSOLE
78464A839MDYVSPDR SER TR$6.0M3.01%79,145CommonSOLE
464287481IWPISHARES TR$6.0M3.00%52,505CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$5.3M2.64%107,260CommonSOLE
78464A300SLYVSPDR SER TR$4.9M2.44%58,699CommonSOLE
922908595VBKVANGUARD INDEX FDS$4.3M2.17%16,637CommonSOLE
78464A201SLYGSPDR SER TR$4.3M2.14%49,045CommonSOLE
922908629VOVANGUARD INDEX FDS$4.2M2.11%16,887CommonSOLE
922908512VOEVANGUARD INDEX FDS$4.1M2.04%26,148CommonSOLE
922908538VOTVANGUARD INDEX FDS$4.0M2.01%17,058CommonSOLE
922908736VUGVANGUARD INDEX FDS$3.7M1.87%10,864CommonSOLE
922908744VTVVANGUARD INDEX FDS$3.3M1.63%20,043CommonSOLE
922908637VVVANGUARD INDEX FDS$3.2M1.63%13,541CommonSOLE
037833100AAPLAPPLE INC$3.1M1.54%17,936CommonSOLE
74348A467NOBLPROSHARES TR$2.9M1.44%28,346CommonSOLE
464287408IVEISHARES TR$2.7M1.34%14,321CommonSOLE
464287457SHYISHARES TR$2.7M1.34%32,612CommonSOLE
922908611VBRVANGUARD INDEX FDS$2.6M1.30%13,547CommonSOLE
922908751VBVANGUARD INDEX FDS$2.6M1.29%11,296CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.4M1.20%9,214CommonSOLE
464287499IWRISHARES TR$2.4M1.18%28,043CommonSOLE
464287200IVVISHARES TR$1.7M0.83%3,144CommonSOLE
060505104BACBANK AMERICA CORP$1.5M0.77%40,412CommonSOLE
594918104MSFTMICROSOFT CORP$1.5M0.75%3,549CommonSOLE
78464A763SDYSPDR SER TR$1.4M0.68%10,308CommonSOLE
46434V456IQLTISHARES TR$1.3M0.67%33,515CommonSOLE
889478103TOLTOLL BROTHERS INC$1.1M0.57%8,750CommonSOLE
023135106AMZNAMAZON COM INC$1.1M0.56%6,234CommonSOLE
464287127ILCBISHARES TR$1.1M0.56%15,465CommonSOLE
464287309IVWISHARES TR$1.0M0.51%12,032CommonSOLE
46138G888TBLLINVESCO EXCH TRADED FD TR II$960,2590.48%9,104CommonSOLE
92204A504VHTVANGUARD WORLD FD$956,5790.48%3,536CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$921,5590.46%13,685CommonSOLE
67066G104NVDANVIDIA CORPORATION$861,8160.43%953CommonSOLE
97717X669DGRWWISDOMTREE TR$772,3500.39%10,137CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$771,0170.39%11,744CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$762,4210.38%810CommonSOLE
464288646IGSBISHARES TR$698,4920.35%13,621CommonSOLE
92204A702VGTVANGUARD WORLD FD$644,1510.32%1,228CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$639,5080.32%2,916CommonSOLE
02079K107GOOGALPHABET INC$618,6320.31%4,063CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$616,7950.31%3,377CommonSOLE
464287788IYFISHARES TR$594,7090.30%6,217CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$592,4100.30%1,197CommonSOLE
464287176TIPISHARES TR$509,2920.25%4,741CommonSOLE
217204106CPRTCOPART INC$506,4520.25%8,744CommonSOLE
30303M102METAMETA PLATFORMS INC$499,1920.25%1,028CommonSOLE
437076102HDHOME DEPOT INC$464,3710.23%1,210CommonSOLE
78468R523BILSSPDR SER TR$436,6030.22%4,391CommonSOLE
478160104JNJJOHNSON & JOHNSON$404,7900.20%2,558CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$387,1240.19%528CommonSOLE
464285204IAUISHARES GOLD TR$375,9900.19%8,950CommonSOLE
92826C839VVISA INC$355,6680.18%1,274CommonSOLE
78468R663BILSPDR SER TR$351,0390.18%3,823CommonSOLE
88160R101TSLATESLA INC$342,7910.17%1,950CommonSOLE
532457108LLYELI LILLY & CO$311,5370.16%400CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$291,3710.15%3,613CommonSOLE
79466L302CRMSALESFORCE INC$279,4950.14%928CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$278,2800.14%155CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$275,4290.14%1,375CommonSOLE
742718109PGPROCTER AND GAMBLE CO$274,2290.14%1,690CommonSOLE
571903202MARMARRIOTT INTL INC NEW$259,0650.13%1,026CommonSOLE
02209S103MOALTRIA GROUP INC$234,1220.12%5,367CommonSOLE
816851109SRESEMPRA$233,8780.12%3,256CommonSOLE
17275R102CSCOCISCO SYS INC$233,1150.12%4,670CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$230,8410.12%376CommonSOLE
718172109PMPHILIP MORRIS INTL INC$224,2180.11%2,447CommonSOLE
46434V738IEURISHARES TR$219,5470.11%3,795CommonSOLE
92204A207VDCVANGUARD WORLD FD$205,9170.10%1,008CommonSOLE
609207105MDLZMONDELEZ INTL INC$202,3520.10%2,890CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.