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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 $167,340,924
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 167,249 $13,048,705 7.75%
2.
Vanguard Charlotte Fds
 231,610 $11,433,407 6.79%
3.
Schwab Strategic Trust
 FNDF 301,341 $11,137,550 6.61%
4.
Schwab Strategic Trust
 FNDF 130,882 $9,964,021 5.92%
5.
Invesco Exch Trd Slf Idx Fd
 403,880 $8,435,032 5.01%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)