| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INUV | Exit | INUVO INC | $0 | – | -72,828 | -100.0% | -0.02% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -5,454 | -100.0% | -0.24% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -6,389 | -100.0% | -0.24% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,960 | -100.0% | -0.25% | – |
| USSG | Exit | DBX ETF TRxtrckr msci us | $0 | – | -7,280 | -100.0% | -0.28% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -4,482 | -100.0% | -0.39% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,959 | -100.0% | -0.48% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -9,921 | -100.0% | -0.55% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -3,848 | -100.0% | -0.56% | – |
| CORP | Exit | PIMCO ETF TRinv grd crp bd | $0 | – | -6,687 | -100.0% | -0.59% | – |
| CRH | Exit | CRH PLCadr | $0 | – | -12,196 | -100.0% | -0.65% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -9,097 | -100.0% | -0.65% | – |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -12,176 | -100.0% | -0.71% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -7,941 | -100.0% | -0.75% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -255 | -100.0% | -0.76% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -30,126 | -100.0% | -0.78% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -5,193 | -100.0% | -0.78% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -15,887 | -100.0% | -0.81% | – |
| LEA | Exit | LEAR CORP | $0 | – | -6,264 | -100.0% | -0.81% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -3,463 | -100.0% | -0.83% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -6,131 | -100.0% | -0.87% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -4,419 | -100.0% | -0.88% | – |
| KR | Exit | KROGER CO | $0 | – | -22,584 | -100.0% | -0.98% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -16,054 | -100.0% | -1.01% | – |
| BC | Exit | BRUNSWICK CORP | $0 | – | -13,437 | -100.0% | -1.03% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -6,796 | -100.0% | -1.03% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -7,721 | -100.0% | -1.05% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -14,914 | -100.0% | -1.09% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,427 | -100.0% | -1.16% | – |
| SCHQ | Exit | SCHWAB STRATEGIC TRlong term us | $0 | – | -37,859 | -100.0% | -1.17% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -14,664 | -100.0% | -1.18% | – |
| SONY | Exit | SONY GROUP CORPsponsored adr | $0 | – | -15,114 | -100.0% | -1.21% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -10,548 | -100.0% | -1.23% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -5,173 | -100.0% | -1.23% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -33,855 | -100.0% | -1.27% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -26,635 | -100.0% | -1.29% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -5,386 | -100.0% | -1.32% | – |
| HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -15,922 | -100.0% | -1.40% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -10,100 | -100.0% | -1.46% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -6,840 | -100.0% | -1.56% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -4,309 | -100.0% | -1.63% | – |
| V | Exit | VISA INC | $0 | – | -7,287 | -100.0% | -1.63% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -24,835 | -100.0% | -1.66% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -13,555 | -100.0% | -1.67% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -4,349 | -100.0% | -1.67% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -3,228 | -100.0% | -1.68% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -32,124 | -100.0% | -1.72% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -25,432 | -100.0% | -1.79% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -4,244 | -100.0% | -1.80% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -29,149 | -100.0% | -1.84% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -25,871 | -100.0% | -1.84% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -27,470 | -100.0% | -1.85% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRint-trm u.s tres | $0 | – | -42,449 | -100.0% | -1.98% | – |
| AAPL | Exit | APPLE INC | $0 | – | -14,021 | -100.0% | -2.34% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -35,479 | -100.0% | -2.41% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -66,237 | -100.0% | -2.66% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -9,177 | -100.0% | -2.82% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -46,916 | -100.0% | -2.94% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -7,364 | -100.0% | -3.12% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -6,367 | -100.0% | -3.16% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -55,504 | -100.0% | -3.93% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -171,852 | -100.0% | -4.07% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -129,757 | -100.0% | -4.29% | – |
| SPGM | Exit | SPDR INDEX SHS FDSportfli msci gbl | $0 | – | -91,425 | -100.0% | -4.49% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -131,199 | -100.0% | -6.46% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 6.5% |
| SPDR INDEX SHS FDS | 8 | Q3 2023 | 4.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.0% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.4% |
| PIMCO ETF TR | 8 | Q3 2023 | 5.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.1% |
| ADOBE SYSTEMS INCORPORATED | 8 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.1% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 3.1% |
View Barden Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-09 |
| 13F-HR/A | 2022-10-11 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-06 |
View Barden Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.