Baring Financial LLC
Q2 2025 13F Holdings
- Locationbellingham, WA
- Num holdings
67
- Value ($000)
$133,914
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.80M | 7 % | 15,780 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $6.25M | 5 % | 180,771 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.96M | 5 % | 32,805 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.69M | 4 % | 10,308 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $5.52M | 4 % | 60,128 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.50M | 4 % | 33,426 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.26M | 4 % | 146,848 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $5.17M | 4 % | 14,121 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.64M | 4 % | 9,335 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.41M | 3 % | 9,084 |
Rows Per Page
10
- 10
- 50
- 100