Baring Financial LLC
Q4 2024 13F Holdings
- Locationbellingham, WA
- Num holdings
62
- Value ($000)
$112,191
- Date Filed01/23/2025
- Form type13F-HR
- CIK0002052588
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.12M | 9 % | 17,195 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.98M | 5 % | 11,699 | ||
EXPI EXP WORLD HLDGS INC | COM | 30212W100 | $5.22M | 5 % | 453,667 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $4.40M | 4 % | 27,229 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $4.35M | 4 % | 47,594 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $4.30M | 4 % | 12,527 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $4.30M | 4 % | 147,181 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.09M | 4 % | 118,262 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.97M | 4 % | 8,766 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $3.67M | 3 % | 131,856 |
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