Blue Barn Wealth, LLC
CIK 1879206 · Holdings on Jun 30, 2025 · First reported Aug 5, 2025
Top ten holdings
Q2 2025- SCHF8.97%
- VONG8.45%
- BNDX6.61%
- SCHD6.13%
- AGG5.37%
- SHYG3.69%
- SLYG2.71%
- SCHM2.27%
- BSCP2.09%
- SCHG2.02%
Share classes counted separately48.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHDWeight decreased · -0.82 pp6.95% → 6.13%Shares +14.35K (+3.01%)
- BSCPWeight decreased · -0.66 pp2.75% → 2.09%Shares -43.17K (-16.96%)
- BNDXWeight decreased · -0.56 pp7.17% → 6.61%Shares +313 (+0.11%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $19.04M | 8.97% | 861.57K shares | 8.76% → 8.97%+0.21 pp +12.56K (+1.48%) | Added | ↗▾ |
| 02 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $17.94M | 8.45% | 164.29K shares | 7.93% → 8.45%+0.52 pp +379 (+0.23%) | Added | ↗▾ |
| 03 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $14.02M | 6.61% | 281.69K shares | 7.17% → 6.61%-0.56 pp +313 (+0.11%) | Added | ↗▾ |
| 04 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $13.01M | 6.13% | 491.08K shares | 6.95% → 6.13%-0.82 pp +14.35K (+3.01%) | Added | ↗▾ |
| 05 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $11.40M | 5.37% | 114.89K shares | 5.74% → 5.37%-0.37 pp +3.65K (+3.28%) | Added | ↗▾ |
| 06 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $7.83M | 3.69% | 181.42K shares | 3.93% → 3.69%-0.24 pp +4.09K (+2.31%) | Added | ↗▾ |
| 07 | SLYGSS SPDR S&P 600 SC GR ETFS&P 600 SMCP GRW View history and evidence | $5.76M | 2.71% | 64.93K shares | 2.52% → 2.71%+0.19 pp +6.68K (+11.46%) | Added | ↗▾ |
| 08 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $4.83M | 2.27% | 172.09K shares | 2.23% → 2.27%+0.04 pp +8.80K (+5.39%) | Added | ↗▾ |
| 09 | BSCPINVESCO BULLETSHARES 2025 CBBULSHS 2025 CB View history and evidence | $4.43M | 2.09% | 211.38K shares | 2.75% → 2.09%-0.66 pp -43.17K (-16.96%) | Reduced | ↗▾ |
| 10 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $4.28M | 2.02% | 146.47K shares | 1.94% → 2.02%+0.08 pp -1.74K (-1.17%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UNH UNITEDHEALTH GROUP INC | Non-derivative | -442 | -$231.50K | SEC filing ↗ | SEC filing ↗ |
| ESGV VANGUARD ESG US STOCK ETF | Non-derivative | -2,347 | -$229.89K | SEC filing ↗ | SEC filing ↗ |
| RYAN RYAN SPECIALTY HOLDINGS INC | Non-derivative | -3,083 | -$227.74K | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1879206 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Aug 5, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 212267129
}Research all 157 reported holdings.
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