Top 46 Blue Barn Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 19.85% | 566.9K | $13.6M | -39.83%(-375.20K) | $19.16(+38.31%) | 2025-12-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 11.62% | 65.6K | $8.0M | -60.44%(-100.15K) | $67.78(+77.99%) | 2025-12-31 | |
| SCHD | SCHWAB STRATEGIC TR | 11.52% | 288.3K | $7.9M | -46.08%(-246.43K) | $25.51(+20.14%) | 2025-12-31 | |
| AGG | ISHARES TR | 8.89% | 61.1K | $6.1M | -49.43%(-59.72K) | $103.71(-3.95%) | 2025-12-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.18% | 73.6K | $3.6M | -74.33%(-213.30K) | $54.44(-11.61%) | 2025-12-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.93% | 57.6K | $2.7M | -45.71%(-48.53K) | $41.02(+22.97%) | 2025-12-31 | |
| SLYV | SPDR SERIES TRUST | 3.33% | 25.1K | $2.3M | -53.21%(-28.57K) | $81.67(+21.80%) | 2025-12-31 | |
| SLYG | SPDR SERIES TRUST | 3.18% | 23.2K | $2.2M | -64.91%(-42.87K) | $85.28(+21.98%) | 2025-12-31 | |
| SHYG | ISHARES TR | 3.14% | 50.2K | $2.2M | -72.78%(-134.25K) | $44.88(-5.03%) | 2025-12-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 3.13% | 15.0K | $2.1M | -49.91%(-14.93K) | $126.50(+23.91%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.87% | +29.03% |
| Top 20 Holdings Unweighted | +8.13% | +26.43% |
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