Portfolio (Quarterly)
Guide ↗
Blue Barn Wealth, LLC
· CIK 0001879206| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SCHC | SCHWAB STRATEGIC TR | — | 17,808 | $810K | 0.36% | SOLD |
| 22 | BGRN | ISHARES TR | — | 16,633 | $801K | 0.35% | SOLD |
| 23 | IJR | ISHARES TR | — | 6,306 | $749K | 0.33% | SOLD |
| 24 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 1,239 | $739K | 0.33% | SOLD |
| 25 | SCHV | SCHWAB STRATEGIC TR | — | 20,071 | $584K | 0.26% | SOLD |
| 26 | JNK | SPDR SERIES TRUST | — | 5,831 | $571K | 0.25% | SOLD |
| 27 | VIOG | VANGUARD ADMIRAL FDS INC | — | 4,684 | $570K | 0.25% | SOLD |
| 28 | EAGG | ISHARES TR | — | 11,757 | $565K | 0.25% | SOLD |
| 29 | IEMG | ISHARES INC | — | 8,497 | $560K | 0.25% | SOLD |
| 30 | BA | BOEING CO | Industrials | 2,586 | $558K | 0.24% | SOLD |
| 31 | VEU | VANGUARD INTL EQUITY INDEX F | — | 7,727 | $551K | 0.24% | SOLD |
| 32 | SONY | SONY GROUP CORP | Technology | 18,774 | $541K | 0.24% | SOLD |
| 33 | VTI | VANGUARD INDEX FDS | — | 1,627 | $534K | 0.23% | SOLD |
| 34 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 12,007 | $528K | 0.23% | SOLD |
| 35 | EFAV | ISHARES TR | — | 6,081 | $516K | 0.23% | SOLD |
| 36 | SCHE | SCHWAB STRATEGIC TR | — | 15,245 | $509K | 0.22% | SOLD |
| 37 | WEC | WEC ENERGY GROUP INC | Utilities | 4,332 | $496K | 0.22% | SOLD |
| 38 | VWO | VANGUARD INTL EQUITY INDEX F | — | 8,436 | $457K | 0.20% | SOLD |
| 39 | VEA | VANGUARD TAX-MANAGED FDS | — | 7,453 | $447K | 0.20% | SOLD |
| 40 | IYW | ISHARES TR | — | 2,252 | $441K | 0.19% | SOLD |
Sector Allocation
Technology
44.9%
Financial Services
21.4%
Communication Services
15.7%
Consumer Cyclical
15.7%
Healthcare
2.3%