Blue Barn Wealth, LLC
- SEC CIK
- 0001879206
- 最新申報
- 2026/2/10
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/23 申報。只含多頭部位。
- 持股檔數
- 69
- 2021 年第 1 季沒有申報
- 總值
- $9,745 萬
- 2021 年第 1 季沒有申報
Blue Barn Wealth, LLC 沒有申報 2021 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total International Bond ETF92203J407 | ETF | 175,841 | $1,004 萬 | 10.3% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 138,412 | $966.4 萬 | 9.9% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 142,082 | $560.5 萬 | 5.8% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 113,870 | $524.5 萬 | 5.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 68,874 | $520.8 萬 | 5.3% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 72,224 | $394.3 萬 | 4.0% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 29,539 | $340.7 萬 | 3.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 31,664 | $331.7 萬 | 3.4% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 32,897 | $292.0 萬 | 3.0% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,104 | $243.5 萬 | 2.5% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 25,753 | $231.7 萬 | 2.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 16,807 | $229.3 萬 | 2.4% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,838 | $223.0 萬 | 2.3% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 8,363 | $202.5 萬 | 2.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 3,099 | $181.5 萬 | 1.9% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 35,554 | $161.8 萬 | 1.7% | – | – | – |
| NETCloudflare, Inc. | CL A COM | 15,012 | $158.9 萬 | 1.6% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 18,370 | $157.4 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,807 | $148.5 萬 | 1.5% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 39,443 | $145.1 萬 | 1.5% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 25,446 | $140.7 萬 | 1.4% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,374 | $116.6 萬 | 1.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 11,439 | $116.4 萬 | 1.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,004 | $102.2 萬 | 1.0% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 33,586 | $102.2 萬 | 1.0% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 13,046 | $98.6 萬 | 1.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,652 | $97.8 萬 | 1.0% | – | – | – |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 45,105 | $95.2 萬 | 1.0% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,903 | $95.1 萬 | 1.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 43,888 | $94.8 萬 | 1.0% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,768 | $91.3 萬 | 0.9% | – | – | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 12,555 | $81.3 萬 | 0.8% | – | – | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 14,460 | $79.2 萬 | 0.8% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 9,257 | $76.6 萬 | 0.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 34,063 | $74.0 萬 | 0.8% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,187 | $70.9 萬 | 0.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 26,906 | $59.7 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,057 | $55.7 萬 | 0.6% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 9,794 | $54.2 萬 | 0.6% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,516 | $51.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,148 | $51.0 萬 | 0.5% | – | – | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 20,527 | $50.9 萬 | 0.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,152 | $47.2 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,338 | $45.3 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,976 | $44.0 萬 | 0.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,146 | $42.3 萬 | 0.4% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 9,319 | $42.1 萬 | 0.4% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,318 | $41.1 萬 | 0.4% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 8,782 | $40.2 萬 | 0.4% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 4,626 | $37.0 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 859 | $36.8 萬 | 0.4% | – | – | 歷史 |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 14,489 | $36.0 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,286 | $34.9 萬 | 0.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 6,680 | $33.7 萬 | 0.3% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 10,905 | $33.4 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,186 | $31.9 萬 | 0.3% | – | – | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 12,331 | $31.3 萬 | 0.3% | – | – | – |
| MMM3M Co | Stock | 1,557 | $30.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 11,342 | $29.6 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 84 | $28.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 4,800 | $26.4 萬 | 0.3% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 2,528 | $26.3 萬 | 0.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,298 | $25.5 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 702 | $24.4 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 1,993 | $23.6 萬 | 0.2% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,238 | $22.3 萬 | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 887 | $20.3 萬 | 0.2% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 4,494 | $20.3 萬 | 0.2% | – | – | – |
| BRMKBroadmark Realty Capital Inc. | COM | 14,675 | $15.5 萬 | 0.2% | – | – | 歷史 |