Barden Capital Management, Inc. at 2023-06-30

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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