Filling information for Barden Capital Management, Inc. as Treemap, investor disclosed 65 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
233051150 | 233051150 | DBX ETF TR | XTRCKR MSCI US | 295932 | 7280 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1131438 | 3318 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 2776974 | 5679 | |
464288281 | 464288281 | ISHARES TR | JPMORGAN USD EMG | 917411 | 10601 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1108183 | 9258 | |
501044101 | 501044101 | KROGER CO | COM | 1040063 | 22129 | |
N07059210 | N07059210 | ASML HOLDING N V | N Y REGISTRY SHS | 229021 | 316 | |
72201R783 | 72201R783 | PIMCO ETF TR | 0-5 HIGH YIELD | 1073945 | 11777 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 709575 | 9563 | |
78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 1533765 | 19870 | |
697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 1684577 | 6593 | |
701094104 | 701094104 | PARKER-HANNIFIN CORP | COM | 1511795 | 3876 | |
78464A649 | 78464A649 | SPDR SER TR | PORTFOLIO AGRGTE | 3043411 | 119961 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 1503550 | 3206 | |
808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 2437313 | 36329 | |
055622104 | 055622104 | BP PLC | SPONSORED ADR | 1145125 | 32449 | |
808524680 | 808524680 | SCHWAB STRATEGIC TR | LONG TERM US | 1026680 | 28291 | |
808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 5207149 | 99430 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 362269 | 12627 | |
256746108 | 256746108 | DOLLAR TREE INC | COM | 675455 | 4707 | |
036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 1727844 | 3889 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1824955 | 25106 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 2597766 | 6141 | |
78463X475 | 78463X475 | SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 3653594 | 69805 | |
808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 1316851 | 25471 | |
14040H105 | 14040H105 | CAPITAL ONE FINL CORP | COM | 1382546 | 12641 | |
808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 3451027 | 96803 | |
872590104 | 872590104 | T-MOBILE US INC | COM | 913268 | 6575 | |
808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 3361058 | 44844 | |
25278X109 | 25278X109 | DIAMONDBACK ENERGY INC | COM | 501138 | 3815 | |
78464A201 | 78464A201 | SPDR SER TR | S&P 600 SMCP GRW | 1470629 | 19109 | |
14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION | COM | 1415940 | 28484 | |
674599105 | 674599105 | OCCIDENTAL PETE CORP | COM | 909224 | 15463 | |
25243Q205 | 25243Q205 | DIAGEO PLC | SPON ADR NEW | 645693 | 3722 | |
835699307 | 835699307 | SONY GROUP CORPORATION | SPONSORED ADR | 1230667 | 13668 | |
808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 295701 | 6406 | |
40412C101 | 40412C101 | HCA HEALTHCARE INC | COM | 816968 | 2692 | |
117043109 | 117043109 | BRUNSWICK CORP | COM | 1001992 | 11565 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 2238897 | 6575 | |
78464A839 | 78464A839 | SPDR SER TR | S&P 400 MDCP VAL | 1575681 | 22909 | |
023135106 | 023135106 | AMAZON COM INC | COM | 1119792 | 8590 | |
808524854 | 808524854 | SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 1554735 | 31549 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 1532221 | 6452 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1119955 | 13403 | |
21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 1137859 | 4623 | |
61174X109 | 61174X109 | MONSTER BEVERAGE CORP NEW | COM | 802552 | 13972 | |
15135B101 | 15135B101 | CENTENE CORP DEL | COM | 1429940 | 21200 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 1529128 | 8778 | |
464288513 | 464288513 | ISHARES TR | IBOXX HI YD ETF | 522145 | 6955 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 1504766 | 3826 | |
521865204 | 521865204 | LEAR CORP | COM NEW | 795554 | 5542 | |
037833100 | 037833100 | APPLE INC | COM | 2428447 | 12520 | |
235851102 | 235851102 | DANAHER CORPORATION | COM | 1098480 | 4577 | |
636274409 | 636274409 | NATIONAL GRID PLC | SPONSORED ADR NE | 802910 | 11925 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 1067255 | 5954 | |
12626K203 | 12626K203 | CRH PLC | ADR | 1148595 | 20610 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 1058894 | 10220 | |
02005N100 | 02005N100 | ALLY FINL INC | COM | 674008 | 24954 | |
72201R817 | 72201R817 | PIMCO ETF TR | INV GRD CRP BD | 700372 | 7384 | |
7591EP100 | 7591EP100 | REGIONS FINANCIAL CORP NEW | COM | 746391 | 41885 | |
907818108 | 907818108 | UNION PAC CORP | COM | 739906 | 3616 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 874822 | 6015 | |
88160R101 | 88160R101 | TESLA INC | COM | 494222 | 1888 | |
78464A821 | 78464A821 | SPDR SER TR | S&P 400 MDCP GRW | 1507014 | 21033 | |
808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 2802981 | 63995 |