StockDriftsStockDriftsTop 50 Barrett & Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.71% | 97.0K | $31.1M | +3.54%(+3.31K) | $238.48(+52.93%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.11% | 156.9K | $17.7M | -0.49%(-775) | $72.59(+89.06%) | 2026-03-31 | |
| USMV | ISHARES TR | 5.68% | 178.0K | $16.5M | +1.68%(+2.94K) | $74.73(+26.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.88% | 64.6K | $11.3M | -13.43%(-10.02K) | $33.16(+581.13%) | 2026-03-31 | |
| ILCV | ISHARES TR | 3% | 93.6K | $8.7M | -1.10%(-1.04K) | $61.25(+63.79%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.82% | 12.5K | $8.2M | +0.75%(+93) | $393.66(+89.44%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.62% | 101.4K | $7.6M | +2.76%(+2.72K) | $54.40(+52.49%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.41% | 27.6K | $7.0M | +0.18%(+51) | $154.77(+93.10%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.32% | 31.4K | $6.8M | +0.98%(+306) | $187.01(+22.28%) | 2026-03-31 | |
| XT | ISHARES TR | 2.2% | 94.0K | $6.4M | -0.44%(-417) | $47.28(+69.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.29% | +61.35% |
| Top 20 Holdings Unweighted | +17.22% | +61.05% |
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