Blue Barn Wealth, LLC holdings history

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176 is the total number of securities Blue Barn Wealth, LLC has owned. The longest Blue Barn Wealth, LLC has owned a single stock is 10 quarters.

Blue Barn Wealth, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VONG VANGUARD SCOTTSDALE FDS10106.10%7.89%9.92%Q2 2021Q3 202310
BNDX VANGUARD CHARLOTTE FDS10106.26%7.88%10.30%Q2 2021Q3 202310
SCHF SCHWAB STRATEGIC TR10105.28%5.88%6.58%Q2 2021Q3 202310
SCHD SCHWAB STRATEGIC TR10104.89%5.36%5.76%Q2 2021Q3 202310
SHYG ISHARES TR10103.63%4.42%5.38%Q2 2021Q3 202310
AGG ISHARES TR10103.16%3.71%4.08%Q2 2021Q3 202310
BSCN INVESCO EXCH TRD SLF I...10100.76%2.58%5.66%Q2 2021Q3 202310
SLYG SPDR SER TR10102.00%2.42%3.00%Q2 2021Q3 202310
SCHZ SCHWAB STRATEGIC TR10101.45%2.22%4.05%Q2 2021Q3 202310
VYM VANGUARD WHITEHALL FDS10101.65%2.16%3.40%Q2 2021Q3 202310
SCHM SCHWAB STRATEGIC TR10101.77%2.00%2.50%Q2 2021Q3 202310
VSS VANGUARD INTL EQUITY I...10101.28%1.67%2.35%Q2 2021Q3 202310
VBR VANGUARD INDEX FDS10101.29%1.54%2.29%Q2 2021Q3 202310
SPEM SPDR INDEX SHS FDS10101.30%1.44%1.66%Q2 2021Q3 202310
VTV VANGUARD INDEX FDS10101.03%1.43%3.20%Q2 2021Q3 202310
SLYV SPDR SER TR10101.29%1.42%1.62%Q2 2021Q3 202310
SCHG SCHWAB STRATEGIC TR10100.69%1.35%2.26%Q2 2021Q3 202310
SPDW SPDR INDEX SHS FDS10100.94%1.33%1.68%Q2 2021Q3 202310
BIV VANGUARD BD INDEX FDS10100.74%1.33%2.38%Q2 2021Q3 202310
ADBE ADOBE SYSTEMS INCORPOR...10100.85%1.32%1.96%Q2 2021Q3 202310
IWB ISHARES TR10100.95%1.27%2.08%Q2 2021Q3 202310
FREL FIDELITY COVINGTON TRUST10100.98%1.11%1.27%Q2 2021Q3 202310
BSCO INVESCO EXCH TRD SLF I...10100.54%0.94%1.21%Q2 2021Q3 202310
NET CLOUDFLARE INC10100.44%0.90%1.63%Q2 2021Q3 202310
VNQ VANGUARD INDEX FDS10100.57%0.79%1.19%Q2 2021Q3 202310
MSFT MICROSOFT CORP10100.53%0.78%0.88%Q2 2021Q3 202310
IAGG ISHARES TR10100.18%0.75%1.54%Q2 2021Q3 202310
VTEB VANGUARD MUN BD FDS10100.29%0.68%1.44%Q2 2021Q3 202310
MDY SPDR S&P MIDCAP 400 ET...10100.42%0.66%1.20%Q2 2021Q3 202310
AMZN AMAZON COM INC10100.25%0.65%1.06%Q2 2021Q3 202310
IJR ISHARES TR10100.37%0.63%1.00%Q2 2021Q3 202310
EFAV ISHARES TR10100.38%0.60%1.01%Q2 2021Q3 202310
BGRN ISHARES TR10100.48%0.58%0.81%Q2 2021Q3 202310
SCHV SCHWAB STRATEGIC TR10100.34%0.54%0.98%Q2 2021Q3 202310
SCHE SCHWAB STRATEGIC TR10100.33%0.49%0.94%Q2 2021Q3 202310
ILCG ISHARES TR10100.28%0.45%0.83%Q2 2021Q3 202310
VO VANGUARD INDEX FDS10100.34%0.45%0.56%Q2 2021Q3 202310
VEU VANGUARD INTL EQUITY I...10100.30%0.43%0.73%Q2 2021Q3 202310
VEA VANGUARD TAX-MANAGED I...10100.33%0.38%0.48%Q2 2021Q3 202310
EAGG ISHARES TR10100.24%0.37%0.56%Q2 2021Q3 202310
IWF ISHARES TR10100.27%0.37%0.48%Q2 2021Q3 202310
EFA ISHARES TR10100.25%0.32%0.53%Q2 2021Q3 202310
VTI VANGUARD INDEX FDS10100.25%0.31%0.45%Q2 2021Q3 202310
IBDO ISHARES TR10100.21%0.30%0.41%Q2 2021Q3 202310
SPY SPDR S&P 500 ETF TR10100.22%0.29%0.38%Q2 2021Q3 202310
NUHY NUSHARES ETF TR10100.24%0.28%0.37%Q2 2021Q3 202310
NUSC NUSHARES ETF TR10100.19%0.26%0.43%Q2 2021Q3 202310
VWO VANGUARD INTL EQUITY I...10100.17%0.25%0.46%Q2 2021Q3 202310
IWO ISHARES TR10100.18%0.24%0.42%Q2 2021Q3 202310
ESGV VANGUARD WORLD FD10100.14%0.22%0.38%Q2 2021Q3 202310
GOOG ALPHABET INC990.26%0.43%0.55%Q3 2021Q3 20239
KO COCA COLA CO990.26%0.32%0.39%Q3 2021Q3 20239
CSCO CISCO SYS INC990.16%0.30%0.39%Q3 2021Q3 20239
MA MASTERCARD INCORPORATED990.25%0.28%0.32%Q3 2021Q3 20239
ACN ACCENTURE PLC IRELAND990.17%0.27%0.37%Q3 2021Q3 20239
V VISA INC990.16%0.26%0.29%Q3 2021Q3 20239
SCHH SCHWAB STRATEGIC TR990.13%0.25%0.41%Q2 2021Q2 20239
PFE PFIZER INC990.21%0.25%0.33%Q3 2021Q3 20239
NOW SERVICENOW INC990.14%0.23%0.36%Q3 2021Q3 20239
NVO NOVO-NORDISK A S990.16%0.23%0.40%Q3 2021Q3 20239
PM PHILIP MORRIS INTL INC990.19%0.22%0.25%Q3 2021Q3 20239
ADSK AUTODESK INC990.18%0.22%0.28%Q3 2021Q3 20239
PG PROCTER AND GAMBLE CO990.13%0.22%0.33%Q3 2021Q3 20239
ABT ABBOTT LABS990.15%0.22%0.32%Q3 2021Q3 20239
MCD MCDONALDS CORP990.18%0.21%0.24%Q3 2021Q3 20239
UNH UNITEDHEALTH GROUP INC990.19%0.21%0.24%Q3 2021Q3 20239
QCOM QUALCOMM INC990.16%0.20%0.24%Q3 2021Q3 20239
IBM INTERNATIONAL BUSINESS...990.16%0.20%0.26%Q3 2021Q3 20239
IJH ISHARES TR540.13%0.19%0.33%Q2 2021Q3 20239
CVX CHEVRON CORP NEW990.14%0.17%0.22%Q3 2021Q3 20239
BSJN INVESCO EXCH TRD SLF I...881.10%1.77%2.62%Q4 2021Q3 20238
BSCP INVESCO EXCH TRD SLF I...880.28%0.84%1.19%Q4 2021Q3 20238
JPST J P MORGAN EXCHANGE-TR...880.21%0.53%0.67%Q4 2021Q3 20238
NFLX NETFLIX INC530.15%0.28%0.48%Q3 2021Q3 20238
CRM SALESFORCE INC530.19%0.26%0.35%Q3 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.14%0.20%0.25%Q4 2021Q3 20238
OEF ISHARES TR880.15%0.19%0.26%Q2 2021Q1 20238
JPM JPMORGAN CHASE & CO620.14%0.16%0.20%Q3 2021Q3 20238
BRMK BROADMARK RLTY CAP INC880.04%0.09%0.16%Q2 2021Q1 20238
BND VANGUARD BD INDEX FDS770.24%0.40%0.59%Q1 2022Q3 20237
MRK MERCK & CO INC770.24%0.28%0.38%Q1 2022Q3 20237
USB US BANCORP DEL770.13%0.25%0.30%Q3 2021Q1 20237
MDT MEDTRONIC PLC430.18%0.25%0.36%Q4 2021Q3 20237
JNJ JOHNSON & JOHNSON770.20%0.24%0.29%Q3 2021Q1 20237
PYPL PAYPAL HLDGS INC310.14%0.21%0.31%Q3 2021Q3 20237
ABNB AIRBNB INC310.15%0.21%0.25%Q3 2021Q3 20237
ABBV ABBVIE INC520.15%0.19%0.23%Q4 2021Q3 20237
ALC ALCON AG430.15%0.18%0.24%Q3 2021Q3 20237
IYW ISHARES TR430.13%0.17%0.23%Q2 2021Q3 20237
SHELL PLC770.15%0.16%0.19%Q1 2022Q3 20237
DEO DIAGEO PLC520.15%0.16%0.18%Q3 2021Q2 20237
T AT&T INC310.12%0.16%0.19%Q3 2021Q3 20237
PEP PEPSICO INC770.14%0.15%0.17%Q4 2021Q2 20237
KYN KAYNE ANDERSON ENERGY ...770.06%0.06%0.07%Q1 2022Q3 20237
TERRAN ORBITAL CORPORA...660.48%5.33%9.24%Q2 2022Q3 20236
BSCM INVESCO EXCH TRD SLF I...660.90%5.26%7.82%Q2 2021Q3 20226
BSCQ INVESCO EXCH TRD SLF I...660.38%0.61%0.78%Q2 2022Q3 20236
VCSH VANGUARD SCOTTSDALE FDS660.27%0.47%0.79%Q2 2021Q3 20226
FB META PLATFORMS INC660.25%0.36%0.66%Q2 2021Q3 20226
BSV VANGUARD BD INDEX FDS660.23%0.32%0.43%Q2 2021Q3 20226
IBDN ISHARES TR660.17%0.24%0.32%Q2 2021Q3 20226
AMGN AMGEN INC660.18%0.21%0.22%Q3 2021Q4 20226
ICSH ISHARES TR510.14%0.21%0.35%Q2 2021Q4 20226
ASML ASML HOLDING N V330.14%0.20%0.30%Q3 2021Q3 20236
WEC WEC ENERGY GROUP INC660.17%0.20%0.24%Q2 2022Q3 20236
SCHA SCHWAB STRATEGIC TR660.14%0.19%0.27%Q2 2021Q3 20226
CMCSA COMCAST CORP NEW420.13%0.18%0.23%Q4 2021Q3 20236
LIN LINDE PLC660.16%0.17%0.19%Q3 2021Q4 20226
CP CANADIAN PAC RY LTD660.14%0.16%0.18%Q4 2021Q1 20236
AEM AGNICO EAGLE MINES LTD420.14%0.15%0.17%Q4 2021Q2 20236
ZTS ZOETIS INC320.14%0.18%0.24%Q3 2021Q3 20235
ICLR ICON PLC550.14%0.18%0.22%Q3 2021Q3 20225
LMT LOCKHEED MARTIN CORP550.15%0.18%0.20%Q4 2021Q4 20225
UPS UNITED PARCEL SERVICE INC550.14%0.16%0.18%Q2 2022Q2 20235
ENB ENBRIDGE INC550.15%0.16%0.18%Q4 2021Q4 20225
BDX BECTON DICKINSON & CO550.14%0.15%0.16%Q4 2021Q4 20225
HALEON PLC550.07%0.10%0.11%Q3 2022Q3 20235
GERN GERON CORP550.01%0.02%0.02%Q3 2022Q3 20235
BSJM INVESCO EXCH TRD SLF I...442.52%2.78%3.04%Q4 2021Q3 20224
BSCR INVESCO EXCH TRD SLF I...440.40%0.47%0.57%Q4 2022Q3 20234
SCHC SCHWAB STRATEGIC TR440.39%0.42%0.45%Q4 2022Q3 20234
VIOG VANGUARD ADMIRAL FDS INC440.37%0.42%0.45%Q4 2022Q3 20234
JNK SPDR SER TR440.26%0.36%0.46%Q4 2022Q3 20234
IBDP ISHARES TR440.30%0.33%0.35%Q4 2022Q3 20234
IEMG ISHARES INC440.27%0.31%0.34%Q4 2022Q3 20234
RTX RAYTHEON TECHNOLOGIES ...310.14%0.24%0.30%Q3 2021Q4 20224
SONY SONY GROUP CORPORATION440.18%0.22%0.25%Q4 2022Q3 20234
IEFA ISHARES TR440.20%0.20%0.21%Q4 2022Q3 20234
TMO THERMO FISHER SCIENTIF...440.17%0.18%0.18%Q4 2022Q3 20234
TFC TRUIST FINL CORP220.15%0.17%0.20%Q3 2021Q3 20224
CVS CVS HEALTH CORP440.16%0.16%0.16%Q4 2021Q3 20224
IT GARTNER INC220.14%0.16%0.19%Q3 2021Q1 20234
DUK DUKE ENERGY CORP NEW440.14%0.16%0.18%Q4 2021Q3 20224
D DOMINION ENERGY INC440.14%0.16%0.17%Q4 2021Q3 20224
TEL TE CONNECTIVITY LTD310.14%0.16%0.18%Q3 2021Q3 20224
XLE SELECT SECTOR SPDR TR440.14%0.15%0.16%Q4 2022Q3 20234
WFC WELLS FARGO CO NEW330.17%0.22%0.30%Q1 2023Q3 20233
DTD WISDOMTREE TR330.18%0.21%0.24%Q2 2021Q4 20213
AAPL APPLE INC330.14%0.17%0.20%Q1 2023Q3 20233
SAP SAP SE330.13%0.15%0.18%Q1 2023Q3 20233
COP CONOCOPHILLIPS210.14%0.15%0.16%Q3 2022Q3 20233
LINDE PLC330.14%0.15%0.16%Q1 2023Q3 20233
OMC OMNICOM GROUP INC210.13%0.14%0.15%Q1 2022Q1 20233
SCHWAB CHARLES FAMILY FD113.87%3.96%4.04%Q1 2023Q3 20232
BSCL INVESCO EXCH TRD SLF I...220.61%0.80%0.98%Q2 2021Q3 20212
IBDM ISHARES TR220.43%0.48%0.52%Q2 2021Q3 20212
FLRN SPDR SER TR220.24%0.29%0.34%Q2 2021Q3 20212
GOOGL ALPHABET INC220.19%0.20%0.22%Q3 2021Q4 20212
RDSB ROYAL DUTCH SHELL PLC220.17%0.20%0.22%Q3 2021Q4 20212
BAC BANK AMERICA CORP220.18%0.18%0.18%Q2 2023Q3 20232
CANADIAN PACIFIC KANSA...220.15%0.16%0.17%Q2 2023Q3 20232
ILMN ILLUMINA INC220.15%0.16%0.17%Q1 2023Q2 20232
SLB SCHLUMBERGER LTD110.15%0.15%0.16%Q1 2022Q3 20222
BAM BROOKFIELD ASSET MGMT INC220.15%0.15%0.15%Q4 2021Q1 20222
WMT WALMART INC220.14%0.14%0.14%Q4 2021Q1 20222
RC READY CAPITAL CORP220.10%0.10%0.10%Q2 2023Q3 20232
MUFG MITSUBISHI UFJ FINL GR...220.04%0.04%0.04%Q4 2022Q1 20232
VUG VANGUARD INDEX FDS111.68%1.68%1.68%Q4 2022Q4 20221
VXUS VANGUARD STAR FDS111.61%1.61%1.61%Q4 2022Q4 20221
JSMD JANUS DETROIT STR TR110.74%0.74%0.74%Q4 2022Q4 20221
JMST J P MORGAN EXCHANGE-TR...110.38%0.38%0.38%Q3 2021Q3 20211
MMM 3M CO110.32%0.32%0.32%Q2 2021Q2 20211
ESGE ISHARES INC110.21%0.21%0.21%Q2 2021Q2 20211
IWM ISHARES TR110.21%0.21%0.21%Q2 2021Q2 20211
AZAO AIM ETF PRODUCTS TRUST110.19%0.19%0.19%Q2 2022Q2 20221
BOCT INNOVATOR ETFS TR110.19%0.19%0.19%Q2 2022Q2 20221
EMR EMERSON ELEC CO110.15%0.15%0.15%Q4 2022Q4 20221
WST WEST PHARMACEUTICAL SV...110.15%0.15%0.15%Q4 2021Q4 20211
WRB BERKLEY W R CORP110.14%0.14%0.14%Q4 2022Q4 20221
ANGL VANECK ETF TRUST110.14%0.14%0.14%Q4 2021Q4 20211
TSM TAIWAN SEMICONDUCTOR M...110.14%0.14%0.14%Q1 2022Q1 20221
NTR NUTRIEN LTD110.14%0.14%0.14%Q4 2021Q4 20211
IWV ISHARES TR110.14%0.14%0.14%Q4 2021Q4 20211
DHR DANAHER CORPORATION110.14%0.14%0.14%Q4 2021Q4 20211
CRH CRH PLC110.14%0.14%0.14%Q4 2021Q4 20211
RTOKY RENTOKIL INITIAL PLC110.13%0.13%0.13%Q2 2023Q2 20231
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The securities at the top of the list , including VANGUARD SCOTTSDALE FDS, VANGUARD CHARLOTTE FDS, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Blue Barn Wealth, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Blue Barn Wealth, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Blue Barn Wealth, LLC owns currently or has owned in the past.