Fund Universe

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☆Blue Barn Wealth, LLC

CIK 0001879206 · holdings for 2025Q4 (change vs 2025Q3) · in signal universe
Quality Q
0.070
AUM ($M)
69
Positions
46
Turnover
0.36
Top-10 wt
74%
Herfindahl
0.086
History (qtrs)
4
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 173 positions · portfolio value $69M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 19.8% +10.2% 13.6 566,917 -375,198 3 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 11.6% +2.9% 8.0 65,558 -100,153 3 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 11.5% +5.1% 7.9 288,349 -246,430 3 —
☆AGG funds › ISHARES TR TRIM — 8.9% +3.6% 6.1 61,088 -59,719 3 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 5.2% -1.1% 3.6 73,647 -213,296 3 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 3.9% +1.7% 2.7 57,638 -48,526 3 —
☆SLYV funds › SPDR SERIES TRUST TRIM — 3.3% +1.2% 2.3 25,127 -28,572 3 —
☆SLYG funds › SPDR SERIES TRUST TRIM — 3.2% +0.4% 2.2 23,180 -42,872 3 —
☆SHYG funds › ISHARES TR TRIM — 3.1% -0.4% 2.2 50,219 -134,246 3 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 3.1% +1.3% 2.1 14,990 -14,934 3 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 3.1% +0.8% 2.1 70,446 -104,900 3 —
☆FREL funds › FIDELITY COVINGTON TRUST TRIM — 2.4% +0.8% 1.7 61,375 -68,953 3 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 2.1% +0.8% 1.4 7,629 -8,182 3 —
☆AAPL funds › APPLE INC TRIM — 1.5% +0.9% 1.0 3,733 -1,022 3 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.4% +0.2% 1.0 2,053 -3,462 3 —
☆AMZN funds › AMAZON COM INC TRIM — 1.3% +0.5% 0.9 3,851 -4,331 3 —
☆GOOG funds › ALPHABET INC TRIM — 1.1% +0.5% 0.7 2,335 -2,821 3 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 1.0% -0.4% 0.7 15,989 -58,594 3 —
☆META funds › META PLATFORMS INC TRIM — 0.9% +0.4% 0.6 967 -716 3 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.9% -1.0% 0.6 18,775 -115,508 3 —
☆AVGO funds › BROADCOM INC TRIM — 0.7% +0.2% 0.5 1,324 -1,852 3 —
☆WFC funds › WELLS FARGO CO NEW TRIM — 0.6% +0.3% 0.4 4,451 -2,614 3 —
☆GOOGL funds › ALPHABET INC TRIM — 0.5% +0.2% 0.4 1,205 -1,813 3 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.5% +0.2% 0.4 4,928 -3,864 3 —
☆IAGG funds › ISHARES TR TRIM — 0.5% -0.7% 0.4 7,277 -46,050 3 —
☆TSLA funds › TESLA INC TRIM — 0.5% +0.1% 0.4 805 -1,481 3 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.5% +0.4% 0.3 1,144 -209 2 —
☆BAC funds › BANK AMERICA CORP TRIM — 0.5% +0.3% 0.3 5,802 -2,617 3 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.5% +0.3% 0.3 1,212 -917 3 —
☆V funds › VISA INC TRIM — 0.4% +0.0% 0.3 826 -1,972 3 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.4% +0.3% 0.3 574 -117 3 —
☆F funds › FORD MTR CO TRIM — 0.4% +0.3% 0.3 20,323 -279 3 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.4% +0.2% 0.3 416 -259 2 —
☆LLY funds › ELI LILLY & CO TRIM — 0.4% +0.2% 0.3 241 -358 3 —
☆QCOM funds › QUALCOMM INC TRIM — 0.4% +0.1% 0.3 1,501 -2,642 3 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.4% +0.3% 0.2 5,570 +2,785 3 —
☆C funds › CITIGROUP INC TRIM — 0.4% +0.2% 0.2 2,126 -1,565 3 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.4% -1.0% 0.2 12,591 -147,754 3 —
☆JPM funds › JPMORGAN CHASE & CO. TRIM — 0.3% +0.2% 0.2 738 -474 3 —
☆HD funds › HOME DEPOT INC TRIM — 0.3% +0.1% 0.2 678 -469 3 —
☆SPY funds › SPDR S&P 500 ETF TR TRIM — 0.3% +0.1% 0.2 342 -536 3 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.3% +0.1% 0.2 397 -640 3 —
☆ORCL funds › ORACLE CORP TRIM — 0.3% -0.3% 0.2 1,126 -3,772 3 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.3% +0.1% 0.2 843 -965 3 —
☆GAB funds › GABELLI EQUITY TR INC NEW — 0.2% +0.2% 0.1 24,278 +24,278 1 —
☆HIO funds › WESTERN ASSET HIGH INCOME OP NEW — 0.1% +0.1% 0.1 16,446 +16,446 1 —
☆NVS funds › NOVARTIS AG EXIT — 0.0% -0.1% 0.0 0 -2,277 0 —
☆VNQ funds › VANGUARD INDEX FDS EXIT — 0.0% -0.5% 0.0 0 -11,678 0 —
☆SCHC funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.4% 0.0 0 -17,808 0 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD EXIT — 0.0% -0.8% 0.0 0 -93,329 0 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.2% 0.0 0 -7,727 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.1% 0.0 0 -2,411 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.1% 0.0 0 -2,782 0 —
☆MDY funds › SPDR S&P MIDCAP 400 ETF TR EXIT — 0.0% -0.3% 0.0 0 -1,239 0 —
☆SAN funds › BANCO SANTANDER S.A. EXIT — 0.0% -0.1% 0.0 0 -20,449 0 —
☆ARGX funds › ARGENX SE EXIT — 0.0% -0.1% 0.0 0 -322 0 —
☆VBR funds › VANGUARD INDEX FDS EXIT — 0.0% -1.0% 0.0 0 -10,857 0 —
☆IYW funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -2,252 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.2% 0.0 0 -3,847 0 —
☆DTD funds › WISDOMTREE TR EXIT — 0.0% -0.1% 0.0 0 -2,851 0 —
☆RELX funds › RELX PLC EXIT — 0.0% -0.1% 0.0 0 -4,397 0 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.2% 0.0 0 -1,549 0 —
☆TXN funds › TEXAS INSTRS INC EXIT — 0.0% -0.1% 0.0 0 -1,365 0 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD EXIT — 0.0% -0.6% 0.0 0 -68,494 0 —
☆PRIM funds › PRIMORIS SVCS CORP EXIT — 0.0% -0.1% 0.0 0 -1,631 0 —
☆SHOP funds › SHOPIFY INC EXIT — 0.0% -0.4% 0.0 0 -5,574 0 —
☆ALC funds › ALCON AG EXIT — 0.0% -0.1% 0.0 0 -3,031 0 —
☆VIOG funds › VANGUARD ADMIRAL FDS INC EXIT — 0.0% -0.3% 0.0 0 -4,684 0 —
☆ASML funds › ASML HOLDING N V EXIT — 0.0% -0.1% 0.0 0 -238 0 —
☆CUSIP:46138J817 funds › INVESCO EXCH TRD SLF IDX FD EXIT — 0.0% -0.4% 0.0 0 -37,752 0 —
☆APD funds › AIR PRODS & CHEMS INC EXIT — 0.0% -0.1% 0.0 0 -1,041 0 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -0.2% 0.0 0 -5,057 0 —
☆GE funds › GE AEROSPACE EXIT — 0.0% -0.2% 0.0 0 -1,351 0 —
☆SE funds › SEA LTD EXIT — 0.0% -0.2% 0.0 0 -1,988 0 —
☆DHI funds › D R HORTON INC EXIT — 0.0% -0.1% 0.0 0 -1,317 0 —
☆IEMG funds › ISHARES INC EXIT — 0.0% -0.2% 0.0 0 -8,497 0 —
☆EFA funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -4,008 0 —
☆SHEL funds › SHELL PLC EXIT — 0.0% -0.1% 0.0 0 -2,841 0 —
☆IJH funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -4,438 0 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW EXIT — 0.0% -0.1% 0.0 0 -1,993 0 —
☆STRL funds › STERLING INFRASTRUCTURE INC EXIT — 0.0% -0.1% 0.0 0 -971 0 —
☆BIV funds › VANGUARD BD INDEX FDS EXIT — 0.0% -0.6% 0.0 0 -17,220 0 —
☆CUSIP:46435U168 funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -17,338 0 —
☆CUSIP:46434VBD1 funds › ISHARES TR EXIT — 0.0% -0.5% 0.0 0 -46,942 0 —
☆IDXX funds › IDEXX LABS INC EXIT — 0.0% -0.1% 0.0 0 -399 0 —
☆NUSC funds › NUSHARES ETF TR EXIT — 0.0% -0.1% 0.0 0 -7,059 0 —
☆VTV funds › VANGUARD INDEX FDS EXIT — 0.0% -1.0% 0.0 0 -12,231 0 —
☆EFAV funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -6,081 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.2% 0.0 0 -8,436 0 —
☆MNST funds › MONSTER BEVERAGE CORP NEW EXIT — 0.0% -0.1% 0.0 0 -3,027 0 —
☆NFLX funds › NETFLIX INC EXIT — 0.0% -0.4% 0.0 0 -703 0 —
☆SCHE funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.2% 0.0 0 -15,245 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.2% 0.0 0 -12,007 0 —
☆WEC funds › WEC ENERGY GROUP INC EXIT — 0.0% -0.2% 0.0 0 -4,332 0 —
☆ADBE funds › ADOBE INC EXIT — 0.0% -0.6% 0.0 0 -3,768 0 —
☆AES funds › AES CORP EXIT Common Stock 0.0% -0.1% 0.0 0 -14,104 0 —
☆GILD funds › GILEAD SCIENCES INC EXIT — 0.0% -0.1% 0.0 0 -2,160 0 —
☆MDT funds › MEDTRONIC PLC EXIT — 0.0% -0.1% 0.0 0 -3,422 0 —
☆CUSIP:904767704 funds › UNILEVER PLC EXIT — 0.0% -0.2% 0.0 0 -6,663 0 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD EXIT — 0.0% -1.1% 0.0 0 -122,193 0 —
☆IBDR funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -9,112 0 —
☆RSG funds › REPUBLIC SVCS INC EXIT — 0.0% -0.1% 0.0 0 -1,217 0 —
☆VEA funds › VANGUARD TAX-MANAGED FDS EXIT — 0.0% -0.2% 0.0 0 -7,453 0 —
☆LOW funds › LOWES COS INC EXIT — 0.0% -0.1% 0.0 0 -1,130 0 —
☆AVAV funds › AEROVIRONMENT INC EXIT — 0.0% -0.1% 0.0 0 -713 0 —
☆IWO funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -721 0 —
☆WMB funds › WILLIAMS COS INC EXIT — 0.0% -0.1% 0.0 0 -3,293 0 —
☆SNPS funds › SYNOPSYS INC EXIT — 0.0% -0.1% 0.0 0 -504 0 —
☆CUSIP:46138J825 funds › INVESCO EXCH TRD SLF IDX FD EXIT — 0.0% -1.8% 0.0 0 -192,865 0 —
☆MSCI funds › MSCI INC EXIT — 0.0% -0.1% 0.0 0 -587 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.2% 0.0 0 -376 0 —
☆LGND funds › LIGAND PHARMACEUTICALS INC EXIT — 0.0% -0.1% 0.0 0 -1,423 0 —
☆VTI funds › VANGUARD INDEX FDS EXIT — 0.0% -0.2% 0.0 0 -1,627 0 —
☆IJR funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -6,306 0 —
☆ADSK funds › AUTODESK INC EXIT — 0.0% -0.1% 0.0 0 -713 0 —
☆NUHY funds › NUSHARES ETF TR EXIT — 0.0% -0.2% 0.0 0 -15,692 0 —
☆CVX funds › CHEVRON CORP NEW EXIT — 0.0% -0.1% 0.0 0 -1,390 0 —
☆PCG funds › PG&E CORP EXIT — 0.0% -0.1% 0.0 0 -11,111 0 —
☆SCHA funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -7,489 0 —
☆STZ funds › CONSTELLATION BRANDS INC EXIT — 0.0% -0.1% 0.0 0 -1,804 0 —
☆ZTS funds › ZOETIS INC EXIT — 0.0% -0.2% 0.0 0 -2,431 0 —
☆RMBS funds › RAMBUS INC DEL EXIT — 0.0% -0.1% 0.0 0 -2,500 0 —
☆SBUX funds › STARBUCKS CORP EXIT — 0.0% -0.1% 0.0 0 -3,784 0 —
☆ILCG funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -8,719 0 —
☆SAP funds › SAP SE EXIT — 0.0% -0.2% 0.0 0 -1,383 0 —
☆WSO funds › WATSCO INC EXIT — 0.0% -0.1% 0.0 0 -609 0 —
☆BGRN funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -16,633 0 —
☆IWB funds › ISHARES TR EXIT — 0.0% -0.9% 0.0 0 -5,412 0 —
☆BSV funds › VANGUARD BD INDEX FDS EXIT — 0.0% -0.2% 0.0 0 -4,819 0 —
☆EAGG funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -11,757 0 —
☆MUFG funds › MITSUBISHI UFJ FINL GROUP IN EXIT — 0.0% -0.1% 0.0 0 -20,728 0 —
☆SONY funds › SONY GROUP CORP EXIT — 0.0% -0.2% 0.0 0 -18,774 0 —
☆VYM funds › VANGUARD WHITEHALL FDS EXIT — 0.0% -1.4% 0.0 0 -22,165 0 —
☆MAA funds › MID-AMER APT CMNTYS INC EXIT — 0.0% -0.1% 0.0 0 -1,537 0 —
☆SCHV funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.3% 0.0 0 -20,071 0 —
☆TDY funds › TELEDYNE TECHNOLOGIES INC EXIT — 0.0% -0.2% 0.0 0 -596 0 —
☆GLDM funds › WORLD GOLD TR EXIT — 0.0% -0.2% 0.0 0 -4,641 0 —
☆AIG funds › AMERICAN INTL GROUP INC EXIT — 0.0% -0.1% 0.0 0 -3,604 0 —
☆IWF funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -1,939 0 —
☆OLLI funds › OLLIES BARGAIN OUTLET HLDGS EXIT — 0.0% -0.2% 0.0 0 -2,971 0 —
☆CUSIP:89151E109 funds › TOTALENERGIES SE EXIT — 0.0% -0.1% 0.0 0 -4,688 0 —
☆BA funds › BOEING CO EXIT — 0.0% -0.2% 0.0 0 -2,586 0 —
☆SCHZ funds › SCHWAB STRATEGIC TR EXIT — 0.0% -1.0% 0.0 0 -98,633 0 —
☆LMAT funds › LEMAITRE VASCULAR INC EXIT — 0.0% -0.1% 0.0 0 -2,473 0 —
☆JNK funds › SPDR SERIES TRUST EXIT — 0.0% -0.3% 0.0 0 -5,831 0 —
☆ABBV funds › ABBVIE INC EXIT — 0.0% -0.1% 0.0 0 -1,448 0 —
☆CVLT funds › COMMVAULT SYS INC EXIT — 0.0% -0.1% 0.0 0 -1,234 0 —
☆IEFA funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -4,469 0 —
☆ESGE funds › ISHARES INC EXIT — 0.0% -0.1% 0.0 0 -4,811 0 —
☆ABT funds › ABBOTT LABS EXIT — 0.0% -0.2% 0.0 0 -2,912 0 —
☆NWG funds › NATWEST GROUP PLC EXIT — 0.0% -0.1% 0.0 0 -16,648 0 —
☆OKE funds › ONEOK INC NEW EXIT — 0.0% -0.1% 0.0 0 -3,715 0 —
☆HEIA funds › HEICO CORP NEW EXIT — 0.0% -0.1% 0.0 0 -917 0 —
☆GEV funds › GE VERNOVA INC EXIT — 0.0% -0.1% 0.0 0 -335 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.1% 0.0 0 -891 0 —
☆RTX funds › RTX CORPORATION EXIT — 0.0% -0.1% 0.0 0 -1,322 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN EXIT — 0.0% -0.1% 0.0 0 -1,074 0 —
☆MRK funds › MERCK & CO INC EXIT — 0.0% -0.1% 0.0 0 -2,842 0 —
☆CUSIP:046353108 funds › ASTRAZENECA PLC EXIT — 0.0% -0.2% 0.0 0 -4,904 0 —
☆ARES funds › ARES MANAGEMENT CORPORATION EXIT — 0.0% -0.1% 0.0 0 -1,864 0 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS EXIT — 0.0% -0.1% 0.0 0 -1,103 0 —
☆PH funds › PARKER-HANNIFIN CORP EXIT — 0.0% -0.1% 0.0 0 -389 0 —
☆LYG funds › LLOYDS BANKING GROUP PLC EXIT — 0.0% -0.1% 0.0 0 -30,368 0 —
☆GLW funds › CORNING INC EXIT — 0.0% -0.1% 0.0 0 -2,630 0 —
☆AON funds › AON PLC EXIT — 0.0% -0.1% 0.0 0 -707 0 —
☆CALX funds › CALIX INC EXIT — 0.0% -0.1% 0.0 0 -3,350 0 —
☆IDCC funds › INTERDIGITAL INC EXIT — 0.0% -0.1% 0.0 0 -726 0 —
☆SNA funds › SNAP ON INC EXIT — 0.0% -0.1% 0.0 0 -703 0 —
☆CVS funds › CVS HEALTH CORP EXIT — 0.0% -0.1% 0.0 0 -2,711 0 —
☆MS funds › MORGAN STANLEY EXIT — 0.0% -0.1% 0.0 0 -1,568 0 —
☆NET funds › CLOUDFLARE INC EXIT — 0.0% -1.4% 0.0 0 -14,650 0 —
☆NVO funds › NOVO-NORDISK A S EXIT — 0.0% -0.1% 0.0 0 -3,748 0 —
☆VO funds › VANGUARD INDEX FDS EXIT — 0.0% -0.4% 0.0 0 -2,803 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2025Q4 69 46 0.36 74% 0.086 0.062 — in
2025Q3 228 171 0.06 49% 0.035 0.393 — in
2025Q2 212 157 0.07 48% 0.034 0.408 — entered
2025Q1 192 149 0.00 50% 0.035 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status