BARE FINANCIAL SERVICES 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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IVV | ISHARES CORE S&P 500 ETF | 58,391 | +984 | +1.71% | $509.53 | 12.61% | 0.01% | 32,810,023 | 2025-03-31 | ||||||
IEFA | ISHARES CORE MSCI EAFE ETF | 322,834 | +14,890 | +4.84% | $73.15 | 9.39% | 0.02% | 24,422,422 | 2025-03-31 | ||||||
VTV | VANGUARD VALUE INDEX FUND | 140,125 | +6,685 | +5.01% | $162.23 | 9.30% | 0.02% | 24,205,166 | 2025-03-31 | ||||||
BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 304,291 | +24,565 | +8.78% | $73.05 | 8.59% | 0.02% | 22,350,194 | 2025-03-31 | ||||||
AVUV | AVANTIS US SMALL CAP VALUE ETF | 238,862 | +14,235 | +6.34% | $91.89 | 8.00% | 0.00% | 20,821,643 | 2025-03-31 | ||||||
BIBL | INSPIRE 100 ETF | 423,976 | +13,950 | +3.40% | $34.27 | 6.26% | 0.00% | 16,284,920 | 2025-03-31 | ||||||
IBD | INSPIRE CORPORATE BOND ETF | 613,272 | +78,308 | +14.64% | $23.37 | 5.60% | 0.00% | 14,565,202 | 2025-03-31 | ||||||
WWJD | INSPIRE INTERNATIONAL ETF | 473,691 | +18,796 | +4.13% | $29.10 | 5.60% | 0.00% | 14,563,545 | 2025-03-31 | ||||||
PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 464,262 | +28,076 | +6.44% | $25.98 | 4.70% | 0.00% | 12,233,291 | 2025-03-31 | ||||||
TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | 253,858 | +28,319 | +12.56% | $40.86 | 4.14% | 0.00% | 10,773,752 | 2025-03-31 | ||||||
TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | 218,057 | +12,403 | +6.03% | $35.60 | 3.10% | 0.00% | 8,074,472 | 2025-03-31 | ||||||
EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 133,256 | +7,302 | +5.80% | $57.54 | 2.82% | 0.05% | 7,341,098 | 2025-03-31 | ||||||
VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | 67,594 | +6,053 | +9.84% | $89.39 | 2.41% | 0.03% | 6,272,030 | 2025-03-31 | ||||||
VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 21,673 | +1,794 | +9.02% | $234.17 | 2.04% | 0.04% | 5,302,178 | 2025-03-31 | ||||||
CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 205,691 | -982 | -0.48% | $22.84 | 1.94% | 0.00% | 5,035,315 | 2025-03-31 | ||||||
MUB | ISHARES NATIONAL MUNI BOND ETF | 38,632 | +660 | +1.74% | $107.28 | 1.57% | 0.01% | 4,073,358 | 2025-03-31 | ||||||
IVE | ISHARES S&P 500 VALUE ETF | 19,998 | -337 | -1.66% | $163.56 | 1.46% | 0.01% | 3,811,219 | 2025-03-31 | ||||||
IWN | ISHARES RUSSELL 2000 VALUE ETF | 24,212 | 0 | 0.00% | $142.15 | 1.40% | 0.03% | 3,655,528 | 2025-03-31 | ||||||
IWO | ISHARES RUSSELL 2000 GROWTH ETF | 12,206 | 0 | 0.00% | $234.50 | 1.20% | 0.03% | 3,118,999 | 2025-03-31 | ||||||
VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 10,954 | 0 | 0.00% | $221.27 | 1.16% | 0.00% | 3,010,597 | 2025-03-31 | ||||||
TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | 79,760 | +4,681 | +6.23% | $34.86 | 1.15% | 0.00% | 3,000,567 | 2025-03-31 | ||||||
IWM | ISHARES RUSSELL 2000 ETF | 8,723 | -127 | -1.44% | $198.84 | 0.67% | 0.00% | 1,740,070 | 2025-03-31 | ||||||
AAPL | APPLE | 5,571 | +43 | +0.78% | $183.59 | 0.48% | 0.00% | 1,237,440 | 2025-03-31 | ||||||
ISMD | INSPIRE SMALL/MID CAP ETF | 30,010 | -1,956 | -6.12% | $34.06 | 0.39% | 0.00% | 1,023,941 | 2025-03-31 | ||||||
CGBL | CAPITAL GROUP CORE BALANCED ETF | 29,802 | +5,204 | +21.16% | $31.02 | 0.35% | 0.00% | 923,266 | 2025-03-31 | ||||||
VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 10,997 | -59 | -0.53% | $78.30 | 0.33% | 0.00% | 868,103 | 2025-03-31 | ||||||
IVW | ISHARES S&P 500 GROWTH ETF | 7,839 | 0 | 0.00% | $76.31 | 0.28% | 0.00% | 727,694 | 2025-03-31 | ||||||
VHT | VANGUARD HEALTH CARE INDEX FUND | 2,010 | +58 | +2.97% | $262.56 | 0.20% | 0.00% | 532,182 | 2025-03-31 | ||||||
VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 950 | +22 | +2.37% | $521.36 | 0.20% | 0.00% | 515,287 | 2025-03-31 | ||||||
IAT | ISHARES US REGIONAL BANKS ETF | 8,418 | -210 | -2.43% | $39.11 | 0.15% | 0.05% | 392,548 | 2025-03-31 | ||||||
ACNB | ACNB | 8,431 | +8,431 | Open | $40.61 | 0.13% | 0.08% | 347,020 | 2025-03-31 | ||||||
NVDA | NVIDIA | 2,691 | +193 | +7.73% | $51.81 | 0.11% | 0.00% | 291,651 | 2025-03-31 | ||||||
GLD | SPDR GOLD TRUST | 839 | +78 | +10.25% | $198.85 | 0.09% | 0.00% | 241,749 | 2025-03-31 | ||||||
CEG | CONSTELLATION ENERGY | 1,085 | +2 | +0.18% | $191.14 | 0.08% | 0.00% | 218,752 | 2025-03-31 | ||||||
IBIT | iShares Bitcoin Trust ETF | 4,445 | +3,535 | +388.46% | $52.17 | 0.08% | 0.00% | 208,070 | 2025-03-31 | ||||||
GOOGL | ALPHABET | 1,188 | -32 | -2.62% | $134.68 | 0.07% | 0.00% | 183,712 | 2025-03-31 | ||||||
AMZN | AMAZON | 930 | +48 | +5.44% | $142.93 | 0.07% | 0.00% | 176,942 | 2025-03-31 | ||||||
FULT | FULTON FINANCIAL | 9,595 | +1,864 | +24.11% | $15.54 | 0.07% | 0.01% | 173,574 | 2025-03-31 | ||||||
QQQ | INVESCO QQQ | 356 | 0 | 0.00% | $376.66 | 0.06% | 0.00% | 166,936 | 2025-03-31 | ||||||
VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 873 | 0 | 0.00% | $172.83 | 0.06% | 0.00% | 162,631 | 2025-03-31 | ||||||
STBA | S&T BANCORP | 4,341 | 0 | 0.00% | $29.07 | 0.06% | 0.01% | 160,834 | 2025-03-31 | ||||||
PNC | PNC FINANCIAL SERVICES GROUP | 860 | +13 | +1.53% | $129.84 | 0.06% | 0.00% | 151,162 | 2025-03-31 | ||||||
VNQ | VANGUARD REAL ESTATE INDEX FUND | 1,434 | 0 | 0.00% | $82.90 | 0.05% | 0.00% | 129,834 | 2025-03-31 | ||||||
XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 578 | 0 | 0.00% | $177.30 | 0.05% | 0.00% | 119,345 | 2025-03-31 | ||||||
SBCF | SEACOAST BANKING CORP OF FLORIDA | 4,495 | 0 | 0.00% | $25.10 | 0.04% | 0.01% | 115,656 | 2025-03-31 | ||||||
EXC | EXELON | 2,435 | 0 | 0.00% | $38.63 | 0.04% | 0.00% | 112,205 | 2025-03-31 | ||||||
IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 910 | 0 | 0.00% | $107.04 | 0.04% | 0.00% | 106,916 | 2025-03-31 | ||||||
SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 2,000 | 0 | 0.00% | $47.33 | 0.04% | 0.00% | 102,140 | 2025-03-31 | ||||||
CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | 3,793 | +31 | +0.82% | $26.29 | 0.04% | 0.00% | 101,725 | 2025-03-31 | ||||||
IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 784 | 0 | 0.00% | $117.80 | 0.04% | 0.00% | 98,760 | 2025-03-31 |