BLUE BARN WEALTH LLC
Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Powered by unusualwhales.com | |||||||||||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 849,009 | +132,685 | +18.52% | $17.96 | 8.76% | 0.00% | 16,793,408 | 2025-03-31 | ||||||
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | 163,910 | +1,399 | +0.86% | $67.03 | 7.93% | 0.07% | 15,209,231 | 2025-03-31 | ||||||
| BNDX | VANGUARD CHARLOTTE FUNDS | 281,381 | +20,418 | +7.82% | $54.55 | 7.17% | 0.02% | 13,737,026 | 2025-03-31 | ||||||
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 476,722 | +27,617 | +6.15% | $23.51 | 6.95% | 0.00% | 13,329,129 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 111,233 | +9,709 | +9.56% | $104.15 | 5.74% | 0.01% | 11,003,202 | 2025-03-31 | ||||||
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 177,327 | +8,252 | +4.88% | $44.89 | 3.93% | 0.12% | 7,539,962 | 2025-03-31 | ||||||
| BSCP | INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | 254,545 | -18,109 | -6.64% | $20.65 | 2.75% | 0.14% | 5,263,985 | 2025-03-31 | ||||||
| SLYG | SPDR(R) S & P 600 SMALL CAP GROWTH ETF | 58,254 | +3,111 | +5.64% | $85.20 | 2.52% | 0.15% | 4,835,076 | 2025-03-31 | ||||||
| SCHM | SCHWAB US MID-CAP ETF | 163,289 | +7,056 | +4.52% | $24.49 | 2.23% | 0.00% | 4,278,165 | 2025-03-31 | ||||||
| SPEM | SPDR(R) PORTFOLIO EMERGING MARKETS ETF | 94,917 | +10,851 | +12.91% | $40.73 | 1.95% | 0.04% | 3,736,857 | 2025-03-31 | ||||||
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 148,204 | -4,189 | -2.75% | $18.47 | 1.94% | 0.00% | 3,711,023 | 2025-03-31 | ||||||
| SLYV | SPDR(R) S & P 600 SMALL CAP VALUE ETF | 44,643 | +3,556 | +8.65% | $82.61 | 1.83% | 0.09% | 3,500,030 | 2025-03-31 | ||||||
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 25,090 | -1,053 | -4.03% | $105.09 | 1.69% | 0.01% | 3,235,592 | 2025-03-31 | ||||||
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | 117,070 | +6,453 | +5.83% | $28.06 | 1.68% | 0.00% | 3,215,901 | 2025-03-31 | ||||||
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | 27,712 | +2,790 | +11.19% | $126.58 | 1.67% | 0.04% | 3,203,570 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 78,785 | -8,205 | -9.43% | $33.05 | 1.50% | 0.01% | 2,868,562 | 2025-03-31 | ||||||
| BSCQ | GUGGENHEIM BULLETSHARES 2026 CORPORATE BOND ETF | 146,566 | +17,862 | +13.88% | $19.23 | 1.49% | 0.07% | 2,855,117 | 2025-03-31 | ||||||
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 48,791 | +1,069 | +2.24% | $49.49 | 1.27% | 0.03% | 2,439,049 | 2025-03-31 | ||||||
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 104,869 | -15,522 | -12.89% | $24.06 | 1.27% | 0.00% | 2,428,755 | 2025-03-31 | ||||||
| BSCR | GUGGENHEIM BULLETSHARES 2027 CORPORATE BOND ETF | 115,996 | +13,965 | +13.69% | $19.16 | 1.19% | 0.07% | 2,272,374 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 11,690 | -86 | -0.73% | $172.16 | 1.14% | 0.01% | 2,177,804 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 12,441 | -5,210 | -29.52% | $143.77 | 1.12% | 0.00% | 2,149,113 | 2025-03-31 | ||||||
| AMZN | AMAZON | 10,768 | -156 | -1.43% | $122.21 | 1.07% | 0.00% | 2,048,720 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 4,957 | +141 | +2.93% | $307.42 | 0.97% | 0.00% | 1,860,986 | 2025-03-31 | ||||||
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 88,198 | +10,847 | +14.02% | $19.96 | 0.94% | 0.07% | 1,794,837 | 2025-03-31 | ||||||
| IWB | ISHARES RUSSELL 1000 ETF | 5,615 | -531 | -8.64% | $234.77 | 0.90% | 0.00% | 1,722,433 | 2025-03-31 | ||||||
| NET | CLOUDFLARE | 14,322 | +12 | +0.08% | $82.45 | 0.84% | 0.00% | 1,613,946 | 2025-03-31 | ||||||
| ADBE | ADOBE | 3,991 | +73 | +1.86% | $506.85 | 0.80% | 0.00% | 1,530,668 | 2025-03-31 | ||||||
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 18,715 | -61 | -0.32% | $86.81 | 0.75% | 0.01% | 1,433,040 | 2025-03-31 | ||||||
| BSJP | GUGGENHEIM BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF | 56,776 | -7,060 | -11.06% | $23.08 | 0.68% | 0.13% | 1,308,691 | 2025-03-31 | ||||||
| AAPL | APPLE | 5,351 | -886 | -14.21% | $195.81 | 0.62% | 0.00% | 1,188,660 | 2025-03-31 | ||||||
| IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | 44,315 | +1,724 | +4.05% | $24.99 | 0.58% | 0.04% | 1,114,522 | 2025-03-31 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 11,878 | -210 | -1.74% | $94.62 | 0.56% | 0.00% | 1,075,429 | 2025-03-31 | ||||||
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 57,664 | +6,954 | +13.71% | $18.49 | 0.56% | 0.06% | 1,068,514 | 2025-03-31 | ||||||
| V | VISA | 2,896 | +1 | +0.03% | $235.62 | 0.53% | 0.00% | 1,014,932 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 9,053 | -250 | -2.69% | $86.03 | 0.51% | 0.00% | 981,164 | 2025-03-31 | ||||||
| BGRN | ISHARES USD GREEN BOND ETF | 20,425 | +1,168 | +6.07% | $14.73 | 0.50% | 0.24% | 967,328 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 5,246 | -184 | -3.39% | $126.24 | 0.43% | 0.00% | 819,583 | 2025-03-31 | ||||||
| META | META | 1,409 | +15 | +1.08% | $352.56 | 0.42% | 0.00% | 812,091 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 2,927 | -119 | -3.91% | $218.62 | 0.39% | 0.00% | 756,950 | 2025-03-31 | ||||||
| ORCL | ORACLE | 5,330 | +710 | +15.37% | $143.09 | 0.39% | 0.00% | 745,187 | 2025-03-31 | ||||||
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 1,352 | -26 | -1.89% | $493.09 | 0.38% | 0.00% | 721,272 | 2025-03-31 | ||||||
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 8,698 | -26 | -0.30% | $60.56 | 0.37% | 0.03% | 704,445 | 2025-03-31 | ||||||
| QCOM | QUALCOMM | 4,385 | +329 | +8.11% | $142.46 | 0.35% | 0.00% | 673,580 | 2025-03-31 | ||||||
| NFLX | NETFLIX | 715 | -241 | -25.21% | $257.81 | 0.35% | 0.00% | 666,759 | 2025-03-31 | ||||||
| SHOP | SHOPIFY | 6,971 | -435 | -5.87% | $65.56 | 0.35% | 0.00% | 665,591 | 2025-03-31 | ||||||
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 18,184 | -85 | -0.47% | $31.34 | 0.34% | 0.00% | 652,442 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 8,821 | -392 | -4.25% | $72.97 | 0.34% | 0.00% | 647,903 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 1,790 | 0 | 0.00% | $247.85 | 0.34% | 0.00% | 646,351 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 6,118 | +97 | +1.61% | $111.00 | 0.33% | 0.00% | 639,752 | 2025-03-31 | ||||||