Blue Barn Wealth

Latest statistics and disclosures from Blue Barn Wealth's latest quarterly 13F-HR filing:

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Positions held by Blue Barn Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Blue Barn Wealth

Companies in the Blue Barn Wealth portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 10.3 $10M 176k 57.10
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 9.9 $9.7M 138k 69.82
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.8 $5.6M 142k 39.45
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 5.4 $5.2M 114k 46.06
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.3 $5.2M 69k 75.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 4.0 $3.9M 72k 54.59
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $3.4M 30k 115.34
Vanguard Whitehall Fds High Div Yld (VYM) 3.4 $3.3M 32k 104.76
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 3.0 $2.9M 33k 88.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.5 $2.4M 31k 78.29
Vanguard Bd Index Fds Intermed Term (BIV) 2.4 $2.3M 26k 89.97
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.4 $2.3M 17k 136.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $2.2M 13k 173.70
Ishares Tr Rus 1000 Etf (IWB) 2.1 $2.0M 8.4k 242.14

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Adobe Systems Incorporated (ADBE) 1.9 $1.8M 3.1k 585.67
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.7 $1.6M 36k 45.51
Cloudflare Cl A Com (NET) 1.6 $1.6M 15k 105.85
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.6 $1.6M 18k 85.68
Vanguard Index Fds Value Etf (VTV) 1.5 $1.5M 11k 137.41
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $1.5M 39k 36.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $1.4M 25k 55.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $1.2M 2.4k 491.15
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.2M 11k 101.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $1.0M 7.0k 145.92
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.0 $1.0M 34k 30.43
Ishares Tr Msci Eafe Min Vl (EFAV) 1.0 $986k 13k 75.58
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $978k 8.7k 113.04
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 1.0 $952k 45k 21.11
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $951k 14k 68.40
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 1.0 $948k 44k 21.60
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $913k 28k 32.88
Ishares Tr Morningstar Grwt (ILCG) 0.8 $813k 13k 64.76
Ishares Tr Gbl Green Etf (BGRN) 0.8 $792k 15k 54.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $766k 9.3k 82.75
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.8 $740k 34k 21.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $709k 11k 63.38
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.6 $597k 27k 22.19
Microsoft Corporation (MSFT) 0.6 $557k 2.1k 270.78
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $542k 9.8k 55.34
Ishares Tr Msci Eafe Etf (EFA) 0.5 $514k 6.5k 78.88
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $510k 2.1k 237.43
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.5 $509k 21k 24.80
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $472k 9.2k 51.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $453k 8.3k 54.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $440k 2.0k 222.67
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $423k 5.1k 82.20
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $421k 9.3k 45.18
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $411k 1.3k 311.84
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $402k 8.8k 45.78
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $370k 4.6k 79.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $368k 859.00 428.41
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.4 $360k 15k 24.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $349k 1.3k 271.38
Ishares Tr Blackrock Ultra (ICSH) 0.3 $337k 6.7k 50.45
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.3 $334k 11k 30.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $319k 1.2k 268.97
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.3 $313k 12k 25.38
3M Company (MMM) 0.3 $309k 1.6k 198.46
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.3 $296k 11k 26.10
Amazon (AMZN) 0.3 $289k 84.00 3440.48
Ishares Tr Core Intl Aggr (IAGG) 0.3 $264k 4.8k 55.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $263k 2.5k 104.03
Ishares Tr S&p 100 Etf (OEF) 0.3 $255k 1.3k 196.46
Facebook Cl A (FB) 0.3 $244k 702.00 347.58
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $236k 2.0k 118.41
Ishares Tr U.s. Tech Etf (IYW) 0.2 $223k 2.2k 99.64
Ishares Tr Russell 2000 Etf (IWM) 0.2 $203k 887.00 228.86
Ishares Esg Awr Msci Em (ESGE) 0.2 $203k 4.5k 45.17
Broadmark Rlty Cap (BRMK) 0.2 $155k 15k 10.56

Past Filings by Blue Barn Wealth

SEC 13F filings are viewable for Blue Barn Wealth going back to 2021