Baring Financial LLC
Q1 2025 13F Holdings
- Locationbellingham, WA
- Num holdings
65
- Value ($000)
$119,110
- Date Filed04/04/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.14M | 8 % | 16,273 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $5.49M | 5 % | 59,899 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $5.47M | 5 % | 175,225 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.28M | 4 % | 30,456 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.16M | 4 % | 32,144 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.89M | 4 % | 10,436 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.64M | 4 % | 140,583 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.62M | 4 % | 8,675 | ||
EXPI EXP WORLD HLDGS INC | COM | 30212W100 | $4.43M | 4 % | 453,367 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $4.05M | 3 % | 13,098 |
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