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CIK: 0001879206
Total reported value
$68.7M
$68.7M
147 檔
94.6%
The Q4 2024 SEC filing reveals that Blue Barn Wealth, LLC held a total portfolio value of $68.7M, covering 147 public equity positions.
During Q4 2024, Blue Barn Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VONG, SCHF, BNDX) accounted for 94.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 8.85% | +2.85% | +1.36% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.99% | +10.21% | +120.82% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.75% | -1.06% | +3.53% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.47% | +5.11% | +212.22% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.19% | +3.57% | +10.85% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 3.80% | -0.37% | +4.98% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.97% | -1.75% | EXIT | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.63% | +0.44% | +4.65% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.28% | +0.81% | +212.02% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.24% | -0.99% | +298.89% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.89% | +1.24% | +5.68% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.76% | -1.37% | EXIT | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.70% | +1.75% | +4.99% | |
| 14 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.58% | +0.81% | +6.36% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.58% | -1.00% | EXIT | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.57% | -0.37% | +0.25% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.50% | +1.26% | +7.64% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.44% | -1.02% | EXIT | |
| 19 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.32% | -1.02% | +22.39% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.50% | -3.64% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.26% | -0.67% | +11.51% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.23% | -1.00% | EXIT | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +0.20% | +1.82% | |
| 24 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.05% | -1.06% | EXIT | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.04% | -0.87% | EXIT | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 0.92% | -0.58% | EXIT | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.82% | — | +15.74% | |
| 28 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.82% | -0.84% | EXIT | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.81% | -1.38% | EXIT | |
| 30 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.78% | -0.38% | EXIT | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.74% | -0.59% | EXIT | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | — | +2.46% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.77% | +43.83% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | -0.47% | EXIT | |
| 35 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.56% | -0.52% | EXIT | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | — | -0.88% | |
| 37 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.49% | -0.57% | EXIT | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | — | +0.10% | |
| 39 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.47% | -0.35% | EXIT | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.37% | EXIT | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | +0.39% | +0.87% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.36% | EXIT | |
| 43 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.42% | -0.36% | EXIT | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.41% | -0.32% | EXIT | |
| 45 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.41% | -0.40% | EXIT | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.29% | +14.33% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.08% | +1.99% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | -0.40% | EXIT | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | -0.33% | EXIT | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.35% | — | -1.84% |
According to official SEC Form 13F filings, Blue Barn Wealth, LLC reported a total U.S. public equity portfolio value of $68.7M across 147 disclosed positions in Q4 2024.
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During Q4 2024, Blue Barn Wealth, LLC's top holdings by market value included VONG (8.8%)、SCHF (7.0%)、BNDX (6.8%). The largest single position, VONG, represented 8.8% of total portfolio value.
In Q4 2024, Blue Barn Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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