Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS | 13 | Q2 2024 | 9.9% |
VANGUARD CHARLOTTE FDS | 13 | Q2 2024 | 10.3% |
SCHWAB STRATEGIC TR | 13 | Q2 2024 | 6.6% |
SCHWAB STRATEGIC TR | 13 | Q2 2024 | 6.0% |
ISHARES TR | 13 | Q2 2024 | 5.4% |
ISHARES TR | 13 | Q2 2024 | 4.6% |
SPDR SER TR | 13 | Q2 2024 | 3.0% |
VANGUARD WHITEHALL FDS | 13 | Q2 2024 | 3.4% |
SCHWAB STRATEGIC TR | 13 | Q2 2024 | 4.0% |
SCHWAB STRATEGIC TR | 13 | Q2 2024 | 2.5% |
View Blue Barn Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-05 |
13F-HR | 2024-05-10 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-10 |
13F-HR | 2022-10-26 |
13F-HR | 2022-07-29 |
13F-HR | 2022-05-16 |
View Blue Barn Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.