BARDEN CAPITAL MANAGEMENT INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| SCHX | SCHWAB US LARGE-CAP ETF | 281,140 | +2,900 | +1.04% | $17.65 | 5.52% | 0.00% | 6,207,571 | 2025-03-31 | ||||||
| SPGM | SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 73,576 | +769 | +1.06% | $56.02 | 4.09% | 0.48% | 4,592,614 | 2025-03-31 | ||||||
| SCHA | SCHWAB US SMALL-CAP ETF | 194,751 | +5,513 | +2.91% | $25.54 | 4.06% | 0.00% | 4,563,016 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 229,793 | +6,128 | +2.74% | $17.72 | 4.04% | 0.00% | 4,545,306 | 2025-03-31 | ||||||
| SPAB | SPDR(R) PORTFOLIO AGGREGATE BOND ETF | 173,255 | +3,276 | +1.93% | $25.10 | 3.94% | 0.05% | 4,424,933 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 37,408 | -12,428 | -24.94% | $29.74 | 3.61% | 0.00% | 4,054,326 | 2025-03-31 | ||||||
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 139,904 | -294 | -0.21% | $19.03 | 3.12% | 0.00% | 3,503,196 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 9,164 | +38 | +0.42% | $327.31 | 3.06% | 0.00% | 3,440,074 | 2025-03-31 | ||||||
| SCHV | SCHWAB US LARGE-CAP VALUE ETF | 118,808 | +1,439 | +1.23% | $22.37 | 2.81% | 0.00% | 3,157,917 | 2025-03-31 | ||||||
| AAPL | APPLE | 13,868 | -721 | -4.94% | $180.36 | 2.74% | 0.00% | 3,080,499 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 38,956 | +1,552 | +4.15% | $71.93 | 2.55% | 0.00% | 2,861,318 | 2025-03-31 | ||||||
| AMZN | AMAZON | 13,993 | +134 | +0.97% | $159.28 | 2.37% | 0.00% | 2,662,308 | 2025-03-31 | ||||||
| V | VISA | 7,157 | +77 | +1.09% | $221.65 | 2.23% | 0.00% | 2,508,242 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 2,962 | -155 | -4.97% | $379.35 | 2.18% | 0.00% | 2,446,345 | 2025-03-31 | ||||||
| ADBE | ADOBE | 6,147 | +178 | +2.98% | $551.90 | 2.10% | 0.00% | 2,357,559 | 2025-03-31 | ||||||
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 91,525 | +2,381 | +2.67% | $24.94 | 2.02% | 0.00% | 2,275,312 | 2025-03-31 | ||||||
| MA | MASTERCARD | 4,015 | +1 | +0.02% | $357.40 | 1.96% | 0.00% | 2,200,702 | 2025-03-31 | ||||||
| SONY | SONY GROUP | 86,532 | +1,010 | +1.18% | $102.72 | 1.95% | 0.00% | 2,197,047 | 2025-03-31 | ||||||
| PH | PARKER HANNIFIN | 3,603 | -110 | -2.96% | $324.44 | 1.95% | 0.00% | 2,190,084 | 2025-03-31 | ||||||
| MDYV | SPDR(R) S & P 400 MID CAP VALUE ETF | 24,462 | +376 | +1.56% | $70.05 | 1.68% | 0.08% | 1,884,797 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 3,494 | +35 | +1.01% | $0.00 | 1.66% | 0.00% | 1,860,835 | 2025-03-31 | ||||||
| SCHB | SCHWAB US BROAD MARKET ETF | 84,844 | +3,922 | +4.85% | $16.68 | 1.63% | 0.00% | 1,826,691 | 2025-03-31 | ||||||
| TMUS | T-MOBILE US | 6,838 | +24 | +0.35% | $127.02 | 1.62% | 0.00% | 1,823,763 | 2025-03-31 | ||||||
| CARR | CARRIER GLOBAL | 28,407 | +131 | +0.46% | $51.35 | 1.60% | 0.00% | 1,801,004 | 2025-03-31 | ||||||
| SPGI | S&P GLOBAL | 3,538 | +40 | +1.14% | $448.02 | 1.60% | 0.00% | 1,797,658 | 2025-03-31 | ||||||
| MDYG | SPDR(R) S & P 400 MID CAP GROWTH ETF | 22,377 | +692 | +3.19% | $78.65 | 1.58% | 0.07% | 1,778,076 | 2025-03-31 | ||||||
| SLYG | SPDR(R) S & P 600 SMALL CAP GROWTH ETF | 21,263 | +489 | +2.35% | $86.47 | 1.57% | 0.05% | 1,764,829 | 2025-03-31 | ||||||
| ALL | ALLSTATE | 7,864 | +146 | +1.89% | $194.50 | 1.45% | 0.00% | 1,628,398 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 6,051 | +6,051 | Open | $251.97 | 1.32% | 0.00% | 1,484,310 | 2025-03-31 | ||||||
| TSM | TAIWAN SEMICONDUCTOR | 8,908 | +63 | +0.71% | $126.41 | 1.32% | 0.00% | 1,478,728 | 2025-03-31 | ||||||
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | 15,520 | +402 | +2.66% | $96.09 | 1.29% | 0.00% | 1,453,603 | 2025-03-31 | ||||||
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 15,845 | +430 | +2.79% | $84.50 | 1.28% | 0.01% | 1,435,399 | 2025-03-31 | ||||||
| SCHQ | SCHWAB LONG-TERM US TREASURY ETF | 43,490 | +1,258 | +2.98% | $35.54 | 1.27% | 0.00% | 1,424,732 | 2025-03-31 | ||||||
| CASY | CASEYS GENERAL STORES | 3,212 | +34 | +1.07% | $295.34 | 1.24% | 0.01% | 1,394,136 | 2025-03-31 | ||||||
| KDP | KEURIG DR PEPPER | 40,530 | +694 | +1.74% | $30.76 | 1.23% | 0.00% | 1,386,937 | 2025-03-31 | ||||||
| TRV | TRAVELERS COMPANIES | 5,167 | +55 | +1.08% | $220.99 | 1.22% | 0.00% | 1,366,465 | 2025-03-31 | ||||||
| ONON | ON HOLDING AG | 28,550 | -1,880 | -6.18% | $30.39 | 1.12% | 0.00% | 1,253,916 | 2025-03-31 | ||||||
| AXP | AMERICAN EXPRESS | 4,610 | -25 | -0.54% | $159.65 | 1.10% | 0.00% | 1,240,321 | 2025-03-31 | ||||||
| COF | CAPITAL ONE FINANCIAL | 6,877 | 0 | 0.00% | $143.90 | 1.10% | 0.00% | 1,233,046 | 2025-03-31 | ||||||
| PANW | PALO ALTO NETWORKS | 7,163 | +93 | +1.32% | $186.21 | 1.09% | 0.00% | 1,222,294 | 2025-03-31 | ||||||
| BKNG | BOOKING HOLDINGS | 263 | +2 | +0.77% | $3,053.24 | 1.08% | 0.00% | 1,211,617 | 2025-03-31 | ||||||
| UBER | UBER | 15,326 | +217 | +1.44% | $69.45 | 0.99% | 0.00% | 1,116,652 | 2025-03-31 | ||||||
| STZ | CONSTELLATION BRANDS | 5,835 | +261 | +4.68% | $232.30 | 0.95% | 0.00% | 1,070,839 | 2025-03-31 | ||||||
| MNST | MONSTER BEVERAGE | 18,208 | +353 | +1.98% | $30.71 | 0.95% | 0.00% | 1,065,532 | 2025-03-31 | ||||||
| HCA | HCA HEALTHCARE | 2,921 | +41 | +1.42% | $250.04 | 0.90% | 0.00% | 1,009,352 | 2025-03-31 | ||||||
| UNP | UNION PACIFIC | 4,244 | +89 | +2.14% | $230.23 | 0.89% | 0.00% | 1,002,708 | 2025-03-31 | ||||||
| ELV | ELEVANCE HEALTH | 2,227 | +91 | +4.26% | $462.11 | 0.86% | 0.00% | 968,656 | 2025-03-31 | ||||||
| CMG | CHIPOTLE | 18,327 | +490 | +2.75% | $59.89 | 0.82% | 0.00% | 920,199 | 2025-03-31 | ||||||
| SKX | SKECHERS USA | 15,839 | +15,839 | Open | $64.93 | 0.80% | 0.01% | 899,338 | 2025-03-31 | ||||||
| PHM | PULTEGROUP | 8,351 | +167 | +2.04% | $127.02 | 0.76% | 0.00% | 858,483 | 2025-03-31 | ||||||