Bare Financial Services, Inc
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$378.3M
Holdings
1,739
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES CORE S&P 500 ETF
Held since at least Q1 2024
10.8%
02
$IEFA
ISHARES CORE MSCI EAFE ETF
Held since at least Q1 2024
9.1%
03
$AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
Held since at least Q1 2024
9.1%
04
$VTV
VANGUARD VALUE ETF
Held since at least Q1 2024
9.1%
05
$BND
VANGUARD TOTAL BOND MARKET ETF
Held since at least Q1 2024
8.9%
06
$WWJD
INSPIRE INTERNATIONAL ETF
Held since at least Q1 2024
5.2%
07
$IBD
INSPIRE CORPORATE BOND ETF
Held since at least Q1 2024
4.9%
08
$PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Held since at least Q1 2024
4.6%
09
$ELCV
EVENTIDE HIGH DIVIDEND ETF
Held since at least Q1 2024
3.4%
10
$EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.