Blue Barn Wealth

Blue Barn Wealth as of June 30, 2025

Portfolio Holdings for Blue Barn Wealth

Blue Barn Wealth holds 157 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.0 $19M 862k 22.10
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 8.5 $18M 164k 109.19
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.6 $14M 282k 49.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.1 $13M 491k 26.50
Ishares Tr Core Us Aggbd Et (AGG) 5.4 $11M 115k 99.20
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.7 $7.8M 181k 43.14
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 2.7 $5.8M 65k 88.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $4.8M 172k 28.05
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.1 $4.4M 211k 20.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $4.3M 147k 29.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.0 $4.2M 98k 42.74
Spdr Series Trust S&p 600 Smcp Val (SLYV) 1.9 $4.1M 51k 79.73
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $3.7M 92k 40.63
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.7 $3.7M 28k 134.38
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $3.4M 26k 133.31
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.5 $3.3M 121k 27.04
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.4 $2.9M 149k 19.67
Cloudflare Cl A Com (NET) 1.4 $2.9M 15k 195.83
Ishares Tr Core Intl Aggr (IAGG) 1.3 $2.8M 56k 51.14
Microsoft Corporation (MSFT) 1.3 $2.7M 5.5k 497.38
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $2.4M 102k 23.24
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.1 $2.3M 117k 19.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $2.3M 12k 195.02
Vanguard Index Fds Value Etf (VTV) 1.0 $2.2M 12k 176.69
NVIDIA Corporation (NVDA) 1.0 $2.1M 14k 157.99
Amazon (AMZN) 1.0 $2.0M 9.4k 218.97
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.9 $1.9M 91k 20.49
Ishares Tr Rus 1000 Etf (IWB) 0.9 $1.8M 5.4k 339.59
Adobe Systems Incorporated (ADBE) 0.8 $1.6M 4.2k 386.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.4M 2.3k 617.96
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $1.3M 17k 77.34
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.6 $1.3M 52k 25.18
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.6 $1.2M 66k 18.70
Meta Platforms Cl A (META) 0.6 $1.2M 1.6k 738.11
Oracle Corporation (ORCL) 0.6 $1.2M 5.4k 218.63
Visa Com Cl A (V) 0.5 $1.1M 3.0k 355.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.1M 12k 89.06
Netflix (NFLX) 0.5 $1.0M 762.00 1339.13
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $1.0M 21k 47.67
Alphabet Cap Stk Cl C (GOOG) 0.5 $978k 5.5k 177.39
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.4 $940k 41k 23.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $871k 2.1k 424.58
Apple (AAPL) 0.4 $845k 4.1k 205.18
Ishares Tr Morningstar Grwt (ILCG) 0.4 $845k 8.7k 96.90
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $802k 6.9k 115.35
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $798k 2.9k 275.96
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $767k 18k 42.46
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $723k 1.3k 566.58
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $697k 6.5k 107.00
Qualcomm (QCOM) 0.3 $689k 4.3k 159.24
Tesla Motors (TSLA) 0.3 $661k 2.1k 317.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $628k 8.5k 73.63
Mastercard Incorporated Cl A (MA) 0.3 $586k 1.0k 561.94
Spdr Series Trust Bloomberg High Y (JNK) 0.3 $575k 5.9k 97.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $553k 20k 27.67
Boeing Company (BA) 0.3 $544k 2.6k 209.53
Broadcom (AVGO) 0.3 $543k 2.0k 275.71
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.3 $536k 4.7k 114.41
Ishares Core Msci Emkt (IEMG) 0.3 $533k 8.9k 59.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $521k 7.8k 67.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $519k 1.7k 303.98
Verizon Communications (VZ) 0.2 $518k 12k 43.27
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $515k 6.1k 84.06
Sony Group Corp Sponsored Adr (SONY) 0.2 $512k 20k 26.03
Eli Lilly & Co. (LLY) 0.2 $500k 641.00 779.62
Accenture Plc Ireland Shs Class A (ACN) 0.2 $492k 1.6k 298.89
Abbott Laboratories (ABT) 0.2 $488k 3.6k 136.02
Alphabet Cap Stk Cl A (GOOGL) 0.2 $488k 2.8k 176.23
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $470k 16k 30.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $462k 9.3k 49.46
Wells Fargo & Company (WFC) 0.2 $460k 5.7k 80.12
Wec Energy Group (WEC) 0.2 $451k 4.3k 104.21
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.2 $444k 21k 21.71
Sap Se Spon Adr (SAP) 0.2 $441k 1.5k 304.10
Ishares Tr Msci Eafe Etf (EFA) 0.2 $422k 4.7k 89.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $422k 7.4k 56.85
Servicenow (NOW) 0.2 $418k 407.00 1028.08
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $417k 8.8k 47.54
Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $410k 3.1k 131.78
Zoetis Cl A (ZTS) 0.2 $408k 2.6k 155.96
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.2 $403k 17k 23.25
Home Depot (HD) 0.2 $402k 1.1k 366.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $402k 5.1k 79.50
Applied Materials (AMAT) 0.2 $400k 2.2k 183.08
Capital One Financial (COF) 0.2 $393k 1.8k 212.78
Ishares Tr U.s. Tech Etf (IYW) 0.2 $390k 2.3k 173.31
Bank of America Corporation (BAC) 0.2 $381k 8.1k 47.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $379k 4.8k 78.71
Ishares Tr Core Msci Eafe (IEFA) 0.2 $378k 4.6k 82.05
JPMorgan Chase & Co. (JPM) 0.2 $371k 1.3k 289.91
Starbucks Corporation (SBUX) 0.2 $352k 3.8k 91.63
Ge Aerospace Com New (GE) 0.2 $347k 1.3k 257.39
Msci (MSCI) 0.2 $342k 593.00 576.75
Citigroup Com New (C) 0.2 $338k 4.0k 85.13
Novo-nordisk A S Adr (NVO) 0.2 $334k 4.8k 69.02
Thermo Fisher Scientific (TMO) 0.2 $334k 823.00 405.46
Automatic Data Processing (ADP) 0.2 $331k 1.1k 308.40
Unilever Spon Adr New (UL) 0.2 $329k 5.4k 61.17
International Business Machines (IBM) 0.2 $328k 1.1k 294.85
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $323k 1.9k 173.20
Sea Sponsord Ads (SE) 0.1 $315k 2.0k 159.94
Select Sector Spdr Tr Energy (XLE) 0.1 $312k 3.1k 100.27
American Intl Group Com New (AIG) 0.1 $310k 3.6k 85.59
Oneok (OKE) 0.1 $307k 3.8k 81.63
Workday Cl A (WDAY) 0.1 $304k 1.3k 240.00
Republic Services (RSG) 0.1 $303k 1.2k 246.61
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $298k 22k 13.72
Medtronic SHS (MDT) 0.1 $298k 3.4k 87.17
Teledyne Technologies Incorporated (TDY) 0.1 $296k 577.00 512.31
Air Products & Chemicals (APD) 0.1 $294k 1.0k 282.06
Texas Instruments Incorporated (TXN) 0.1 $293k 1.4k 207.62
Walt Disney Company (DIS) 0.1 $291k 2.3k 124.01
Airbnb Com Cl A (ABNB) 0.1 $290k 2.2k 132.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $288k 593.00 485.77
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $288k 7.1k 40.74
Exxon Mobil Corporation (XOM) 0.1 $286k 2.7k 107.79
Parker-Hannifin Corporation (PH) 0.1 $284k 406.00 698.53
Heico Corp Cl A (HEI.A) 0.1 $283k 1.1k 258.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $282k 986.00 285.72
American Water Works (AWK) 0.1 $281k 2.0k 139.11
Lowe's Companies (LOW) 0.1 $278k 1.3k 221.87
Relx Sponsored Adr (RELX) 0.1 $277k 5.1k 54.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $272k 4.4k 62.02
Aon Shs Cl A (AON) 0.1 $270k 758.00 356.76
Watsco, Incorporated (WSO) 0.1 $269k 609.00 441.62
Totalenergies Se Sponsored Ads (TTE) 0.1 $267k 4.4k 61.39
Abbvie (ABBV) 0.1 $265k 1.4k 185.59
Novartis Sponsored Adr (NVS) 0.1 $264k 2.2k 121.01
Natwest Group Spons Adr (NWG) 0.1 $254k 18k 14.15
McDonald's Corporation (MCD) 0.1 $254k 868.00 292.17
Uber Technologies (UBER) 0.1 $242k 2.6k 93.30
Philip Morris International (PM) 0.1 $238k 1.3k 182.13
Gilead Sciences (GILD) 0.1 $238k 2.1k 110.86
Mid-America Apartment (MAA) 0.1 $228k 1.5k 148.01
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $226k 2.8k 79.52
IDEXX Laboratories (IDXX) 0.1 $225k 420.00 536.34
Ford Motor Company (F) 0.1 $222k 21k 10.85
Merck & Co (MRK) 0.1 $222k 2.8k 79.16
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $221k 9.1k 24.25
Corteva (CTVA) 0.1 $220k 3.0k 74.53
Morgan Stanley Com New (MS) 0.1 $219k 1.6k 140.85
Snap-on Incorporated (SNA) 0.1 $219k 703.00 311.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $218k 1.6k 138.71
Hdfc Bank Sponsored Ads (HDB) 0.1 $218k 2.8k 76.67
Sterling Construction Company (STRL) 0.1 $215k 931.00 230.73
Trane Technologies SHS (TT) 0.1 $215k 491.00 437.41
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $214k 14k 15.37
Raytheon Technologies Corp (RTX) 0.1 $214k 1.5k 146.02
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $214k 7.2k 29.82
Autodesk (ADSK) 0.1 $212k 686.00 309.57
Corning Incorporated (GLW) 0.1 $211k 4.0k 52.59
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $209k 470.00 445.20
FactSet Research Systems (FDS) 0.1 $204k 457.00 447.29
Ishares Esg Awr Msci Em (ESGE) 0.1 $203k 5.2k 39.17
Freeport-mcmoran CL B (FCX) 0.1 $202k 4.7k 43.35
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $151k 35k 4.25
AES Corporation (AES) 0.1 $134k 13k 10.52