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Blue Barn Wealth, Llc

Portfolio Manager
Blue Barn Wealth, Llc
Performance
+0.28% (2025 Q4)
AUM (13F)
$68.66M
# of Holdings
46
Performance Rank
Allocation (Top 20)
89.47%

Blue Barn Wealth, Llc Holdings Map

Top 46 Blue Barn Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHF
SCHWAB STRATEGIC TR
19.85%566.9K$13.6M
-39.83%(-375.20K)
2024-Q4: 716.3K shares2025-Q1: 849.0K shares2025-Q2: 861.6K shares2025-Q3: 942.1K shares2025-Q4: 566.9K shares
$19.16(+38.31%)
2025-12-31
VONG
VANGUARD SCOTTSDALE FDS
11.62%65.6K$8.0M
-60.44%(-100.15K)
2024-Q4: 162.5K shares2025-Q1: 163.9K shares2025-Q2: 164.3K shares2025-Q3: 165.7K shares2025-Q4: 65.6K shares
$67.78(+77.99%)
2025-12-31
SCHD
SCHWAB STRATEGIC TR
11.52%288.3K$7.9M
-46.08%(-246.43K)
2024-Q4: 449.1K shares2025-Q1: 476.7K shares2025-Q2: 491.1K shares2025-Q3: 534.8K shares2025-Q4: 288.3K shares
$25.51(+20.14%)
2025-12-31
AGG
ISHARES TR
8.89%61.1K$6.1M
-49.43%(-59.72K)
2024-Q4: 101.5K shares2025-Q1: 111.2K shares2025-Q2: 114.9K shares2025-Q3: 120.8K shares2025-Q4: 61.1K shares
$103.71(-3.95%)
2025-12-31
BNDX
VANGUARD CHARLOTTE FDS
5.18%73.6K$3.6M
-74.33%(-213.30K)
2024-Q4: 261.0K shares2025-Q1: 281.4K shares2025-Q2: 281.7K shares2025-Q3: 286.9K shares2025-Q4: 73.6K shares
$54.44(-11.61%)
2025-12-31
SPEM
SPDR INDEX SHS FDS
3.93%57.6K$2.7M
-45.71%(-48.53K)
2024-Q4: 84.1K shares2025-Q1: 94.9K shares2025-Q2: 97.7K shares2025-Q3: 106.2K shares2025-Q4: 57.6K shares
$41.02(+22.97%)
2025-12-31
SLYV
SPDR SERIES TRUST
3.33%25.1K$2.3M
-53.21%(-28.57K)
2024-Q4: 41.1K shares2025-Q1: 44.6K shares2025-Q2: 51.1K shares2025-Q3: 53.7K shares2025-Q4: 25.1K shares
$81.67(+21.80%)
2025-12-31
SLYG
SPDR SERIES TRUST
3.18%23.2K$2.2M
-64.91%(-42.87K)
2024-Q4: 55.1K shares2025-Q1: 58.3K shares2025-Q2: 64.9K shares2025-Q3: 66.1K shares2025-Q4: 23.2K shares
$85.28(+21.98%)
2025-12-31
SHYG
ISHARES TR
3.14%50.2K$2.2M
-72.78%(-134.25K)
2024-Q4: 169.1K shares2025-Q1: 177.3K shares2025-Q2: 181.4K shares2025-Q3: 184.5K shares2025-Q4: 50.2K shares
$44.88(-5.03%)
2025-12-31
VSS
VANGUARD INTL EQUITY INDEX F
3.13%15.0K$2.1M
-49.91%(-14.93K)
2024-Q4: 24.9K shares2025-Q1: 27.7K shares2025-Q2: 27.6K shares2025-Q3: 29.9K shares2025-Q4: 15.0K shares
$126.50(+23.91%)
2025-12-31

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