Blue Barn Wealth, LLC
CIK 1879206 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $68.7M
- Posisi
- 46
- Per tanggal
- 31 Des. 2025 Data per Q4 2025
#8.584 dari 9.443 berdasarkan nilai 13F · top 90.9%
Nilai portofolio QoQ: -69.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 73,77%
- Bobot 25 kepemilikan teratas
- 92,35%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 11,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q4 2025: 0,23% Perkiraan pembelian $335.328 · penjualan $160.710.136
Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q4 2025 · 22,9% masih dipegang
- Posisi baru
- 2
- Meningkat
- 1
- Menurun
- 43
- Tertutup
- 127
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
7,3%
Communication Services
2,5%
Financials
1,8%
Retail
1,6%
Financial Services
1,0%
Consumer Discretionary
0,9%
Healthcare
0,4%
Lainnya/Tidak terpetakan
84,4%
Portofolio lengkap 46 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHF | $13.628.701 | 19,85% | 566.917 | $-8.306.036 | Turun ×1 | ||
| VONG Vanguard Russell 1000 Growth ETF | $7.981.604 | 11,62% | 65.558 | $-11.990.400 | Turun ×1 | ||
| SCHD | $7.909.412 | 11,52% | 288.349 | $-6.687.981 | Turun ×1 | ||
| AGG | $6.101.500 | 8,89% | 61.088 | $-6.009.690 | Turun ×1 | ||
| BNDX Vanguard Total International Bond ETF | $3.558.615 | 5,18% | 73.647 | $-10.634.064 | Turun ×1 | ||
| SPEM | $2.698.020 | 3,93% | 57.638 | $-2.271.883 | Turun ×1 | ||
| SLYV | $2.285.798 | 3,33% | 25.127 | $-2.474.556 | Turun ×1 | ||
| SLYG | $2.183.339 | 3,18% | 23.180 | $-4.045.597 | Turun ×1 | ||
| SHYG | $2.152.903 | 3,14% | 50.219 | $-5.834.272 | Turun ×1 | ||
| VSS | $2.148.532 | 3,13% | 14.990 | $-2.117.092 | Turun ×1 | ||
| SCHM | $2.118.327 | 3,09% | 70.446 | $-3.078.860 | Turun ×1 | ||
| FREL | $1.650.379 | 2,40% | 61.375 | $-1.973.438 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.422.838 | 2,07% | 7.629 | $-1.527.191 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $1.014.844 | 1,48% | 3.733 | $-195.908 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $992.752 | 1,45% | 2.053 | $-1.863.590 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $888.888 | 1,29% | 3.851 | $-907.633 | Turun ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $732.723 | 1,07% | 2.335 | $-523.021 | Turun ×2 | ||
| SPDW | $710.085 | 1,03% | 15.989 | $-2.481.306 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $638.411 | 0,93% | 967 | $-597.628 | Turun ×1 | ||
| SCHG | $612.438 | 0,89% | 18.775 | $-3.672.537 | Turun ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $458.275 | 0,67% | 1.324 | $-589.438 | Turun ×1 | ||
| WFC Wells Fargo & Company Common Stock | $414.850 | 0,60% | 4.451 | $-177.350 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $377.178 | 0,55% | 1.205 | $-356.505 | Turun ×1 | ||
| BND Vanguard Total Bond Market ETF | $365.018 | 0,53% | 4.928 | $-288.843 | Turun ×1 | ||
| IAGG | $363.910 | 0,53% | 7.277 | $-2.368.019 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $362.025 | 0,53% | 805 | $-654.605 | Turun ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $326.544 | 0,48% | 1.144 | $100.147 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $319.090 | 0,46% | 5.802 | $-115.223 | Turun ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $311.580 | 0,45% | 1.212 | $-124.376 | Turun ×2 | ||
| V Visa Inc. | $289.823 | 0,42% | 826 | $-665.441 | Turun ×2 | ||
| BRKB | $288.521 | 0,42% | 574 | $-58.872 | Turun ×1 | ||
| F Ford Motor Company Common Stock | $266.638 | 0,39% | 20.323 | $20.238 | Turun ×1 | ||
| VOO | $261.018 | 0,38% | 416 | $-152.451 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $259.006 | 0,38% | 241 | $-198.035 | Turun ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $256.822 | 0,37% | 1.501 | $-432.404 | Turun ×3 | ||
| XLE XLE | $249.035 | 0,36% | 5.570 | $223 | Naik ×1 | ||
| C Citigroup, Inc. Common Stock | $248.111 | 0,36% | 2.126 | $-126.553 | Turun ×2 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $246.462 | 0,36% | 12.591 | $-2.889.893 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $237.894 | 0,35% | 738 | $-144.293 | Turun ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $233.319 | 0,34% | 678 | $-231.605 | Turun ×1 | ||
| SPY SPY | $232.876 | 0,34% | 342 | $-352.300 | Turun ×2 | ||
| MA Mastercard Incorporated Common Stock | $226.687 | 0,33% | 397 | $-363.193 | Turun ×2 | ||
| ORCL Oracle Corporation Common Stock | $219.551 | 0,32% | 1.126 | $-1.158.026 | Turun ×2 | ||
| COF Capital One Financial Corporation Common Stock | $204.407 | 0,30% | 843 | $-179.991 | Turun ×4 | ||
| GAB Gabelli Equity Trust, Inc. (The) Common Stock | $149.795 | 0,22% | 24.278 | Naik ×1 | |||
| HIO Western Asset High Income Opportunity Fund, Inc. Common Stock | $61.015 | 0,09% | 16.446 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VONG | Dipangkas | -100K | -$12.0M |
| BNDX | Dipangkas | -213K | -$10.6M |
| SCHF | Dipangkas | -375K | -$8.3M |
| SCHD | Dipangkas | -246K | -$6.7M |
| AGG | Dipangkas | -60K | -$6.0M |
| SHYG | Dipangkas | -134K | -$5.8M |
| SLYG | Dipangkas | -43K | -$4.0M |
| SCHM | Dipangkas | -105K | -$3.1M |
| SPDW | Dipangkas | -59K | -$2.5M |
| SLYV | Dipangkas | -29K | -$2.5M |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| BSCP | 31 Des. 2025 | 192.865 | $3.990.380 | Tidak lagi dilacak |
| NET | 31 Des. 2025 | 14.650 | $3.143.744 | 47,0% |
| VYM | 31 Des. 2025 | 22.165 | $3.124.192 | Tidak lagi dilacak |
| BSCR | 31 Des. 2025 | 122.193 | $2.408.416 | |
| SCHZ | 31 Des. 2025 | 98.633 | $2.314.921 | Tidak lagi dilacak |
| VTV | 31 Des. 2025 | 12.231 | $2.281.096 | Tidak lagi dilacak |
| VBR | 31 Des. 2025 | 10.857 | $2.265.921 | Tidak lagi dilacak |
| IWB | 31 Des. 2025 | 5.412 | $1.978.090 | Tidak lagi dilacak |
| BSCS | 31 Des. 2025 | 93.329 | $1.919.785 | |
| BIV | 31 Des. 2025 | 17.220 | $1.344.708 | Tidak lagi dilacak |
| ADBE | 31 Des. 2025 | 3.768 | $1.329.162 | -22,6% |
| BSCT | 31 Des. 2025 | 68.494 | $1.288.372 | |
| IBDQ | 31 Des. 2025 | 46.942 | $1.182.469 | Tidak lagi dilacak |
| VNQ | 31 Des. 2025 | 11.678 | $1.067.604 | Tidak lagi dilacak |
| ILCG | 31 Des. 2025 | 8.719 | $909.396 | Tidak lagi dilacak |
| IWF | 31 Des. 2025 | 1.939 | $908.247 | Tidak lagi dilacak |
| BSJP | 31 Des. 2025 | 37.752 | $870.563 | Tidak lagi dilacak |
| NFLX | 31 Des. 2025 | 703 | $842.841 | -14,9% |
| SHOP | 31 Des. 2025 | 5.574 | $828.352 | -7,9% |
| VO | 31 Des. 2025 | 2.803 | $823.370 | Tidak lagi dilacak |
| SCHC | 31 Des. 2025 | 17.808 | $810.442 | Tidak lagi dilacak |
| BGRN | 31 Des. 2025 | 16.633 | $800.513 | |
| IJR | 31 Des. 2025 | 6.306 | $749.288 | Tidak lagi dilacak |
| MDY | 31 Des. 2025 | 1.239 | $738.667 | Tidak lagi dilacak |
| SCHV | 31 Des. 2025 | 20.071 | $584.280 | Tidak lagi dilacak |
| JNK | 31 Des. 2025 | 5.831 | $571.380 | Tidak lagi dilacak |
| VIOG | 31 Des. 2025 | 4.684 | $570.310 | Tidak lagi dilacak |
| EAGG | 31 Des. 2025 | 11.757 | $564.689 | Tidak lagi dilacak |
| VUG | 31 Maret 2025 | 1.373 | $563.534 | Tidak lagi dilacak |
| IEMG | 31 Des. 2025 | 8.497 | $560.126 | Tidak lagi dilacak |
| BA | 31 Des. 2025 | 2.586 | $558.136 | 2,1% |
| VEU | 31 Des. 2025 | 7.727 | $551.467 | Tidak lagi dilacak |
| SONY | 31 Des. 2025 | 18.774 | $540.503 | -7,6% |
| PALC | 31 Maret 2025 | 10.934 | $538.663 | Tidak lagi dilacak |
| VTI | 31 Des. 2025 | 1.627 | $533.793 | Tidak lagi dilacak |
| VZ | 31 Des. 2025 | 12.007 | $527.712 | 21,3% |
| VXUS | 31 Maret 2025 | 8.819 | $519.704 | |
| EFAV | 31 Des. 2025 | 6.081 | $515.885 | Tidak lagi dilacak |
| SCHE | 31 Des. 2025 | 15.245 | $508.732 | Tidak lagi dilacak |
| WEC | 31 Des. 2025 | 4.332 | $496.362 | 5,6% |
| VWO | 31 Des. 2025 | 8.436 | $457.049 | Tidak lagi dilacak |
| VEA | 31 Des. 2025 | 7.453 | $446.610 | Tidak lagi dilacak |
| IYW | 31 Des. 2025 | 2.252 | $441.113 | Tidak lagi dilacak |
| SKYY | 31 Maret 2025 | 3.627 | $432.049 | |
| GE | 31 Des. 2025 | 1.351 | $406.431 | 18,7% |
| VCSH | 31 Des. 2025 | 5.057 | $404.211 | |
| IBHE | 31 Des. 2025 | 17.338 | $402.588 | Tidak lagi dilacak |
| ULXXXX | 31 Des. 2025 | 6.663 | $394.983 | Tidak lagi dilacak |
| IEFA | 31 Des. 2025 | 4.469 | $390.189 | Tidak lagi dilacak |
| ABT | 31 Des. 2025 | 2.912 | $390.042 | -8,4% |
| ACN | 31 Des. 2025 | 1.549 | $381.983 | -32,8% |
| OLLI | 31 Des. 2025 | 2.971 | $381.476 | -29,8% |
| BSV | 31 Des. 2025 | 4.819 | $380.300 | Tidak lagi dilacak |
| UBER | 31 Des. 2025 | 3.847 | $376.891 | -7,0% |
| AZN | 31 Des. 2025 | 4.904 | $376.235 | 79,4% |
| EFA | 31 Des. 2025 | 4.008 | $374.249 | Tidak lagi dilacak |
| SAP | 31 Des. 2025 | 1.383 | $369.551 | -11,6% |
| ZTS | 31 Des. 2025 | 2.431 | $355.756 | -38,8% |
| SE | 31 Des. 2025 | 1.988 | $355.315 | -8,8% |
| GLDM | 31 Des. 2025 | 4.641 | $354.804 | Tidak lagi dilacak |
| TDY | 31 Des. 2025 | 596 | $349.280 | 27,9% |
| NOW | 31 Des. 2025 | 376 | $346.025 | -19,4% |
| NUHY | 31 Des. 2025 | 15.692 | $341.615 | Tidak lagi dilacak |
| ABBV | 31 Des. 2025 | 1.448 | $335.184 | 16,1% |
| TMO | 30 Sep. 2025 | 823 | $333.694 | 26,9% |
| MSCI | 31 Des. 2025 | 587 | $333.084 | -0,4% |
| MUFG | 31 Des. 2025 | 20.728 | $330.404 | 39,0% |
| STRL | 31 Des. 2025 | 971 | $329.829 | 72,3% |
| MDT | 31 Des. 2025 | 3.422 | $325.911 | -2,4% |
| SBUX | 31 Des. 2025 | 3.784 | $320.130 | 28,0% |
| ADP | 31 Des. 2025 | 1.074 | $315.257 | 7,6% |
| XOM | 31 Des. 2025 | 2.782 | $313.696 | 39,5% |
| NUSC | 31 Des. 2025 | 7.059 | $311.319 | Tidak lagi dilacak |
| IBM | 31 Des. 2025 | 1.103 | $311.104 | -20,7% |
| WDAY | 30 Sep. 2025 | 1.267 | $304.080 | -18,5% |
| ARES | 31 Des. 2025 | 1.864 | $298.051 | -11,8% |
| PH | 31 Des. 2025 | 389 | $294.970 | 18,2% |
| NVS | 31 Des. 2025 | 2.277 | $292.002 | 14,9% |
| ABNB | 30 Sep. 2025 | 2.189 | $289.692 | 54,0% |
| IJH | 31 Des. 2025 | 4.438 | $289.636 | Tidak lagi dilacak |
| LOW | 31 Des. 2025 | 1.130 | $283.983 | -7,4% |
| APD | 31 Des. 2025 | 1.041 | $283.903 | 23,4% |
| AIG | 31 Des. 2025 | 3.604 | $283.058 | -10,5% |
| TTE | 31 Des. 2025 | 4.688 | $279.827 | 39,3% |
| RSG | 31 Des. 2025 | 1.217 | $279.277 | 4,9% |
| AWK | 31 Des. 2025 | 1.993 | $277.406 | 6,2% |
| DIS | 31 Des. 2025 | 2.411 | $276.014 | -6,5% |
| OKE | 31 Des. 2025 | 3.715 | $271.084 | 32,3% |
| MCD | 31 Des. 2025 | 891 | $270.770 | -11,2% |
| FDS | 31 Maret 2025 | 548 | $263.193 | -35,0% |
| RMBS | 31 Des. 2025 | 2.500 | $260.500 | -2,6% |
| IDXX | 31 Des. 2025 | 399 | $254.917 | -15,8% |
| AON | 31 Des. 2025 | 707 | $252.102 | -0,9% |
| LGND | 31 Des. 2025 | 1.423 | $252.070 | 52,7% |
| TXN | 31 Des. 2025 | 1.365 | $250.791 | 55,5% |
| IDCC | 31 Des. 2025 | 726 | $250.637 | 5,4% |
| MS | 31 Des. 2025 | 1.568 | $249.208 | 22,4% |
| SNPS | 31 Des. 2025 | 504 | $248.669 | -14,2% |
| WSO | 31 Des. 2025 | 609 | $246.219 | -4,4% |
| ASML | 31 Maret 2025 | 354 | $245.350 | 167,2% |
| SNA | 31 Des. 2025 | 703 | $243.611 | 14,9% |
| STZ | 31 Des. 2025 | 1.804 | $242.945 | -4,7% |
| GILD | 31 Des. 2025 | 2.160 | $239.710 | 20,9% |
| DTD | 31 Des. 2025 | 2.851 | $239.504 | Tidak lagi dilacak |
| MRK | 31 Des. 2025 | 2.842 | $238.512 | 43,8% |
| PM | 30 Sep. 2025 | 1.308 | $238.226 | 15,6% |
| ARGX | 31 Des. 2025 | 322 | $237.494 | 21,2% |
| IWP | 31 Maret 2025 | 1.860 | $235.797 | Tidak lagi dilacak |
| NWG | 31 Des. 2025 | 16.648 | $235.569 | 6,8% |
| HEIA | 31 Des. 2025 | 917 | $233.001 | Tidak lagi dilacak |
| CVLT | 31 Des. 2025 | 1.234 | $232.955 | 11,6% |
| CRM | 31 Maret 2025 | 696 | $232.694 | -24,8% |
| UNH | 30 Juni 2025 | 442 | $231.498 | 26,6% |
| IWO | 31 Des. 2025 | 721 | $230.733 | Tidak lagi dilacak |
| ASML | 31 Des. 2025 | 238 | $230.405 | 65,5% |
| ESGV | 30 Juni 2025 | 2.347 | $229.889 | Tidak lagi dilacak |
| LMAT | 31 Maret 2025 | 2.485 | $228.968 | -0,4% |
| RYAN | 30 Juni 2025 | 3.083 | $227.741 | -37,9% |
| ADSK | 31 Des. 2025 | 713 | $226.499 | -14,6% |
| ALC | 31 Des. 2025 | 3.031 | $225.840 | -5,9% |
| AVAV | 31 Des. 2025 | 713 | $224.517 | -30,0% |
| PRIM | 31 Des. 2025 | 1.631 | $223.990 | -36,5% |
| DHI | 31 Des. 2025 | 1.317 | $223.231 | 6,1% |
| IBDR | 31 Des. 2025 | 9.112 | $221.422 | Tidak lagi dilacak |
| RTX | 31 Des. 2025 | 1.322 | $221.215 | 23,0% |
| CTVA | 30 Sep. 2025 | 2.953 | $220.092 | 16,9% |
| IWP | 30 Sep. 2025 | 1.572 | $218.051 | Tidak lagi dilacak |
| HDB | 30 Sep. 2025 | 2.837 | $217.513 | -32,0% |
| LMAT | 31 Des. 2025 | 2.473 | $216.412 | 3,0% |
| CVX | 31 Des. 2025 | 1.390 | $215.867 | 35,9% |
| GLW | 31 Des. 2025 | 2.630 | $215.739 | 74,6% |
| TT | 30 Sep. 2025 | 491 | $214.768 | 8,8% |
| MAA | 31 Des. 2025 | 1.537 | $214.765 | -5,4% |
| BBVA | 30 Sep. 2025 | 13.947 | $214.365 | 49,9% |
| SAN | 31 Des. 2025 | 20.449 | $214.306 | 21,8% |
| SCHK | 30 Sep. 2025 | 7.170 | $213.803 | Tidak lagi dilacak |
| CP | 31 Maret 2025 | 2.937 | $212.551 | 35,6% |
| AMP | 31 Maret 2025 | 398 | $211.907 | 17,3% |
| RELX | 31 Des. 2025 | 4.397 | $210.001 | -13,9% |
| VRTX | 30 Sep. 2025 | 470 | $209.244 | 38,1% |
| SCHA | 31 Des. 2025 | 7.489 | $208.930 | Tidak lagi dilacak |
| ESGE | 31 Des. 2025 | 4.811 | $208.894 | |
| WMB | 31 Des. 2025 | 3.293 | $208.639 | 24,0% |
| NVO | 31 Des. 2025 | 3.748 | $207.977 | -7,7% |
| CVX | 30 Juni 2025 | 1.240 | $207.440 | 44,6% |
| GEV | 31 Des. 2025 | 335 | $206.001 | 49,5% |
| CALX | 31 Des. 2025 | 3.350 | $205.590 | -26,0% |
| FDS | 30 Sep. 2025 | 457 | $204.410 | 3,1% |
| CVS | 31 Des. 2025 | 2.711 | $204.385 | 20,5% |
| MNST | 31 Des. 2025 | 3.027 | $203.747 | -37,9% |
| SHEL | 31 Des. 2025 | 2.841 | $203.217 | 27,2% |
| FCX | 30 Sep. 2025 | 4.651 | $201.622 | 73,2% |
| AZN | 30 Juni 2025 | 2.737 | $201.170 | 136,0% |
| AES | 31 Des. 2025 | 14.104 | $185.609 | 2,8% |
| PCG | 30 Juni 2025 | 10.182 | $174.927 | 28,7% |
| PCG | 31 Des. 2025 | 11.111 | $167.554 | 11,6% |
| KYN | 30 Juni 2025 | 11.100 | $142.413 | 16,7% |
| LYG | 31 Des. 2025 | 30.368 | $137.871 | 14,0% |
| RITM | 30 Juni 2025 | 10.100 | $115.645 | -7,6% |
| HLN | 31 Maret 2025 | 10.390 | $99.121 | -3,7% |
| JPC | 30 Juni 2025 | 10.840 | $86.286 | -5,0% |
| LOT | 31 Maret 2025 | 14.640 | $52.850 | -36,3% |