Blue Barn Wealth, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $172 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $13.9M, Schwab Strategic Tr Intl Eqty with a value of $11.8M, Vanguard Total International B with a value of $11.7M, Schwab Strategic Tr Us Dividen with a value of $10.7M, and Ishares Core U.S. Aggregate Bo with a value of $8.15M.
Examining the 13F form we can see an increase of $4.74M in the current position value, from $167M to 172M.
Below you can find more details about Blue Barn Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$172 Million
ETFs: $136 Million
Technology: $12.2 Million
Industrials: $8.93 Million
Healthcare: $3.79 Million
Consumer Cyclical: $3.42 Million
Communication Services: $3.38 Million
Financial Services: $3.22 Million
Energy: $694,000
Other: $710,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions