Instuitional Investor - Barrett & Company, Inc.
Fund Profile
Filing Period:
| Fund Name: | Barrett & Company, Inc. |
| Portfolio Value | $237,009,130 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds Vanguard Total Stk Mkt Etf | 73,286 | $21,238,873 | 8.96% | |
| 2. | Ishares Tr Msci Usa Min Vol - MSCI USA MIN VOL | 149,741 | $13,295,517 | 5.6% | |
| 3. | IEF | 126,244 | $12,817,530 | 5.4% | |
| 4. | NVDA | 92,436 | $12,413,187 | 5.23% | |
| 5. | Ishares Morningstar Value Etf | 98,727 | $7,994,899 | 3.37% |
