Blue Barn Wealth, LLC 13F 持仓 · 最近申报 2025年Q4
Blue Barn Wealth 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 6,865.96 万美元。前几大持仓：SCHF（19.85%）、VONG（11.62%）、SCHD（11.52%）。本季前 25 大持仓中：减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $13.6M | 19.85% | 566,917 | 减持 |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | $8.0M | 11.62% | 65,558 | 减持 |
| 3 | SCHD | SCHWAB STRATEGIC TR | $7.9M | 11.52% | 288,349 | 减持 |
| 4 | AGG | ISHARES TR | $6.1M | 8.89% | 61,088 | 减持 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $3.6M | 5.18% | 73,647 | 减持 |
| 6 | SPEM | SPDR INDEX SHS FDS | $2.7M | 3.93% | 57,638 | 减持 |
| 7 | SLYV | SPDR SERIES TRUST | $2.3M | 3.33% | 25,127 | 减持 |
| 8 | SLYG | SPDR SERIES TRUST | $2.2M | 3.18% | 23,180 | 减持 |
| 9 | SHYG | ISHARES TR | $2.2M | 3.14% | 50,219 | 减持 |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | $2.1M | 3.13% | 14,990 | 减持 |
| 11 | SCHM | SCHWAB STRATEGIC TR | $2.1M | 3.09% | 70,446 | 减持 |
| 12 | FREL | FIDELITY COVINGTON TRUST | $1.7M | 2.40% | 61,375 | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $1.4M | 2.07% | 7,629 | 减持 |
| 14 | AAPL | APPLE INC | $1.0M | 1.48% | 3,733 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $992,752 | 1.45% | 2,053 | 减持 |
| 16 | AMZN | AMAZON COM INC | $888,888 | 1.29% | 3,851 | 减持 |
| 17 | GOOG | ALPHABET INC | $732,723 | 1.07% | 2,335 | 减持 |
| 18 | SPDW | SPDR INDEX SHS FDS | $710,085 | 1.03% | 15,989 | 减持 |
| 19 | META | META PLATFORMS INC | $638,411 | 0.93% | 967 | 减持 |
| 20 | SCHG | SCHWAB STRATEGIC TR | $612,438 | 0.89% | 18,775 | 减持 |
| 21 | AVGO | BROADCOM INC | $458,275 | 0.67% | 1,324 | 减持 |
| 22 | WFC | WELLS FARGO CO NEW | $414,850 | 0.60% | 4,451 | 减持 |
| 23 | GOOGL | ALPHABET INC | $377,178 | 0.55% | 1,205 | 减持 |
| 24 | BND | VANGUARD BD INDEX FDS | $365,018 | 0.53% | 4,928 | 减持 |
| 25 | IAGG | ISHARES TR | $363,910 | 0.53% | 7,277 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR