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Home > Institutional Investor > Blue Barn Wealth, Llc > Profile

Instuitional Investor - Blue Barn Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Blue Barn Wealth, Llc
Portfolio Value $191,723,379
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 849,009 $16,793,408 8.76%
2.
Vanguard Scottsdale Funds
 163,910 $15,209,231 7.93%
3.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 281,381 $13,737,026 7.17%
4.
Schwab Strategic Trust
 FNDF 476,722 $13,329,129 6.95%
5.
Ishares Trust
 IEF 111,233 $11,003,202 5.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)