Associate

0001879206-22-000004.txt : 20220729 0001879206-22-000004.hdr.sgml : 20220729 20220729152045 ACCESSION NUMBER: 0001879206-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220729 EFFECTIVENESS DATE: 20220729 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blue Barn Wealth, LLC CENTRAL INDEX KEY: 0001879206 IRS NUMBER: 473674375 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21361 FILM NUMBER: 221120504 BUSINESS ADDRESS: STREET 1: 370 WEST CENTER STREET CITY: OREM STATE: UT ZIP: 84057 BUSINESS PHONE: 8014664101 MAIL ADDRESS: STREET 1: 370 WEST CENTER STREET CITY: OREM STATE: UT ZIP: 84057 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001879206 XXXXXXXX 06-30-2022 06-30-2022 Blue Barn Wealth, LLC

370 WEST CENTER STREET OREM UT 84057

13F HOLDINGS REPORT 028-21361 N Justin Ericksen Associate 8014664101 Justin Ericksen Orem UT 07-29-2022 0 114 130485 false INFORMATION TABLE 2 BBW13f20220630.xml ABBOTT LABS COM 002824100 235 2159 SH SOLE 0 0 0 2159 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 310 1115 SH SOLE 0 0 0 1115 ADOBE SYSTEMS INCORPORATED COM 00724F101 1543 4216 SH SOLE 0 0 0 4216 AIM ETF PRODUCTS TRUST US LRG CP BFR 10 00888H604 249 9203 SH SOLE 0 0 0 9203 ALCON AG ORD SHS H01301128 219 3127 SH SOLE 0 0 0 3127 ALPHABET INC CAP STK CL C 02079K107 512 234 SH SOLE 0 0 0 234 AMAZON COM INC COM 023135106 765 7203 SH SOLE 0 0 0 7203 AMGEN INC COM 031162100 293 1205 SH SOLE 0 0 0 1205 AT&T INC COM 00206R102 252 12036 SH SOLE 0 0 0 12036 AUTODESK INC COM 052769106 299 1741 SH SOLE 0 0 0 1741 BECTON DICKINSON & CO COM 075887109 209 849 SH SOLE 0 0 0 849 BROADMARK RLTY CAP INC COM 11135B100 108 16110 SH SOLE 0 0 0 16110 CANADIAN PAC RY LTD COM 13645T100 215 3082 SH SOLE 0 0 0 3082 CHEVRON CORP NEW COM 166764100 201 1386 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0 1271 MEDTRONIC PLC SHS G5960L103 266 2960 SH SOLE 0 0 0 2960 MERCK & CO INC COM 58933Y105 393 4316 SH SOLE 0 0 0 4316 META PLATFORMS INC CL A 30303M102 360 2231 SH SOLE 0 0 0 2231 MICROSOFT CORP COM 594918104 1135 4419 SH SOLE 0 0 0 4419 NOVO-NORDISK A S ADR 670100205 221 1985 SH SOLE 0 0 0 1985 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 310 9438 SH SOLE 0 0 0 9438 NUSHARES ETF TR ESG HI TLD CRP 67092P854 408 20018 SH SOLE 0 0 0 20018 PEPSICO INC COM 713448108 217 1300 SH SOLE 0 0 0 1300 PFIZER INC COM 717081103 388 7404 SH SOLE 0 0 0 7404 PHILIP MORRIS INTL INC COM 718172109 307 3108 SH SOLE 0 0 0 3108 PROCTER AND GAMBLE CO COM 742718109 233 1623 SH SOLE 0 0 0 1623 QUALCOMM INC COM 747525103 249 1952 SH SOLE 0 0 0 1952 SALESFORCE INC COM 79466L302 255 1546 SH SOLE 0 0 0 1546 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7739 246067 SH SOLE 0 0 0 246067 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 209 5351 SH SOLE 0 0 0 5351 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 934 16115 SH 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SOLE 0 0 0 10136 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 340 8158 SH SOLE 0 0 0 8158 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 569 11391 SH SOLE 0 0 0 11370 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2297 22251 SH SOLE 0 0 0 22212 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1032 20680 SH SOLE 0 0 0 20680 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 434 5686 SH SOLE 0 0 0 5686 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 10009 177844 SH SOLE 0 0 0 176375 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 567 13899 SH SOLE 0 0 0 13397 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2759 27134 SH SOLE 0 0 0 27134 VANGUARD WORLD FD ESG US STK ETF 921910733 239 3603 SH SOLE 0 0 0 3603 VERIZON COMMUNICATIONS INC COM 92343V104 321 6334 SH SOLE 0 0 0 6334 VISA INC COM CL A 92826C839 363 1842 SH SOLE 0 0 0 1842 WEC ENERGY GROUP INC COM 92939U106 316 3137 SH SOLE 0 0 0 3137