Barden Capital Management, Inc.
53 holdingsFiling period: 2026-06-30Current AUM: $107.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Strategic TR | 355.1K | $9.8M | $9.4M | 8.73% | -31,757 | 2026-06-30 |
| 2 | SCHX | Schwab Strategic TR | 282.9K | $8.3M | $8.2M | 7.63% | +1.1K | 2026-06-30 |
| 3 | SPGM | Spdr Index Shs Fds | 77.5K | $6.6M | $6.4M | 5.99% | +648 | 2026-06-30 |
| 4 | SPAB | Spdr Series Trust | 206.5K | $5.3M | $5.1M | 4.78% | +10.6K | 2026-06-30 |
| 5 | SCHG | Schwab Strategic TR | 143.8K | $4.9M | $4.8M | 4.44% | +1.5K | 2026-06-30 |
| 6 | SCHV | Schwab Strategic TR | 128.2K | $4.5M | $4.4M | 4.05% | +1.6K | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 21.6K | $4.3M | $4.0M | 3.75% | -9,394 | 2026-06-30 |
| 8 | BND | Vanguard BD Index Fds | 43.6K | $3.2M | $3.1M | 2.91% | +1.4K | 2026-06-30 |
| 9 | SLYG | Spdr Series Trust | 23.7K | $2.8M | $2.5M | 2.38% | +191 | 2026-06-30 |
| 10 | MDYG | Spdr Series Trust | 24.1K | $2.7M | $2.4M | 2.27% | +295 | 2026-06-30 |
| 11 | TSM | Taiwan Semiconductor Manufac | 5.6K | $2.7M | $2.1M | 1.97% | -2,724 | 2026-06-30 |
| 12 | AAPL | Apple Inc | 9.1K | $2.6M | $3.1M | 2.91% | -3,606 | 2026-06-30 |
| 13 | MDYV | Spdr Series Trust | 27.0K | $2.6M | $2.5M | 2.32% | +418 | 2026-06-30 |
| 14 | SCHB | Schwab Strategic TR | 85.3K | $2.5M | $2.4M | 2.25% | +331 | 2026-06-30 |
| 15 | EFG | iShares TR | 19.8K | $2.5M | $2.3M | 2.14% | -3,834 | 2026-06-30 |
| 16 | LLY | Eli Lilly & Co | 2.0K | $2.4M | $2.7M | 2.56% | -814 | 2026-06-30 |
| 17 | SCHR | Schwab Strategic TR | 97.0K | $2.4M | $2.3M | 2.18% | -789 | 2026-06-30 |
| 18 | AMZN | Amazon.com Inc | 9.1K | $2.2M | $2.4M | 2.20% | -4,181 | 2026-06-30 |
| 19 | SCHA | Schwab Strategic TR | 57.0K | $2.1M | $1.8M | 1.72% | -- | 2026-06-30 |
| 20 | V | Visa Inc | 5.1K | $1.8M | $2.2M | 2.02% | -2,102 | 2026-06-30 |
| 21 | PANW | Palo Alto Networks Inc | 5.1K | $1.7M | $1.6M | 1.50% | -2,089 | 2026-06-30 |
| 22 | EMB | iShares TR | 17.2K | $1.7M | $1.6M | 1.48% | -60 | 2026-06-30 |
| 23 | MSFT | Microsoft Corp | 4.4K | $1.6M | $2.3M | 2.15% | -1,622 | 2026-06-30 |
| 24 | PWR | Quanta Svcs Inc | 2.0K | $1.4M | $1.1M | 1.02% | -834 | 2026-06-30 |
| 25 | CASY | Caseys Gen Stores Inc | 1.8K | $1.4M | $1.2M | 1.15% | -1,018 | 2026-06-30 |
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