Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUE BARN WEALTH LLC | 05-10-2024 | 03-31-2024 | 135 | 179,302,049 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1 | $13,879,679 | 160,144 | 0.01 | 0.01 | -7,105 | -4.25 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $11,782,820 | 301,969 | 0.01 | 0.01 | 628 | 0.21 | 03-31-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 3 | $11,748,822 | 238,846 | 0.01 | 0.01 | 7,236 | 3.12 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $10,716,685 | 132,911 | 0.01 | 0.01 | 2,029 | 1.55 | 03-31-2024 |
