Filer Name: BLUE BARN WEALTH, LLC
CIK: 1879206
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 147
Portfolio Value: $0.19B

Blue Barn Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VONG US VANGUARD RUSSELL 1000 GROWTH 162,511 $17M 8.85% 1.4% -
SCHF US SCHWAB INTL EQUITY ETF 716,324 $13M 6.99% 120.8% -
BNDX US VANGUARD TOTAL INTL BOND ETF 260,963 $13M 6.75% 3.5% -
SCHD US SCHWAB US DVD EQUITY ETF 449,105 $12M 6.47% 212.2% -
AGG US ISHARES CORE U.S. AGGREGATE 101,524 $10M 5.19% 10.9% -
SHYG US ISHARES 0-5 YR HY CORP BOND 169,075 $7M 3.80% 5.0% -
BSCP US INVESCO BULLETSHARES 2025 CB 272,654 $6M 2.97% 91.9% -
SLYG US SPDR S&P 600 SMALL CAP GROWT 55,143 $5M 2.63% 4.6% -
SCHM US SCHWAB US MID CAP ETF 156,233 $4M 2.28% 212.0% -
SCHG US SCHWAB US LARGE-CAP GROWTH 152,393 $4M 2.24% 298.9% -
SLYV US SPDR S&P 600 SMALL CAP VALUE 41,087 $4M 1.89% 5.7% -
VYM US VANGUARD HIGH DVD YIELD ETF 26,143 $3M 1.76% -1.2% -
SPEM US SPDR PORTFOLIO EMERGING MARK 84,066 $3M 1.70% 5.0% -
VTV US VANGUARD VALUE ETF 17,651 $3M 1.58% 39.3% -
FREL US FIDELITY REAL ESTATE ETF 110,617 $3M 1.58% 6.4% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 86,990 $3M 1.57% 0.2% -
VSS US VANGUARD FTSE ALL WO X-US SC 24,922 $3M 1.50% 7.6% -
SCHZ US SCHWAB US AGGREGATE BOND ETF 120,391 $3M 1.44% 108.0% -
BSCQ US INVESCO BULLETSHARES 2026 CB 128,704 $3M 1.32% 22.4% -
IAGG US ISHARES INTL AGGREGATE BOND 47,722 $2M 1.26% 11.5% -
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