APIChangelogInfo
BARRETT COMPANY INC

Stock Holdings
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P/L since open
Time since open
% Portfolio
% Outstanding
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VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
75,109+1,823+2.49%
Created with Highcharts 10.1.0
$223.968.89%0.00%20,642,8502025-03-31
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
147,708-2,033-1.36%
Created with Highcharts 10.1.0
$73.455.96%0.06%13,834,2932025-03-31
IVW
ISHARES S&P 500 GROWTH ETF
127,402+1,158+0.92%
Created with Highcharts 10.1.0
$67.965.10%0.02%11,826,7712025-03-31
NVDA
NVIDIA
97,231+4,795+5.19%
Created with Highcharts 10.1.0
$32.584.54%0.00%10,537,8712025-03-31
ILCV
ISHARES MORNINGSTAR VALUE ETF
93,097-5,630-5.70%
Created with Highcharts 10.1.0
$64.093.27%0.77%7,582,7762025-03-31
IVV
ISHARES CORE S&P 500 ETF
12,331+286+2.37%
Created with Highcharts 10.1.0
$412.792.99%0.00%6,928,7292025-03-31
AAPL
APPLE
30,530+1,858+6.48%
Created with Highcharts 10.1.0
$165.842.92%0.00%6,781,6302025-03-31
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
91,074+2,166+2.44%
Created with Highcharts 10.1.0
$50.372.26%0.18%5,242,2092025-03-31
VUG
VANGUARD GROWTH INDEX FUND
12,694+115+0.91%
Created with Highcharts 10.1.0
$240.422.03%0.00%4,707,3132025-03-31
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
103,808-630-0.60%
Created with Highcharts 10.1.0
$39.681.99%0.00%4,628,7762025-03-31
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
73,246-2,329-3.08%
Created with Highcharts 10.1.0
$50.041.91%0.01%4,443,1232025-03-31
AMZN
AMAZON
23,107+850+3.82%
Created with Highcharts 10.1.0
$135.401.89%0.00%4,396,3572025-03-31
MDY
SPDR S&P MIDCAP 400 ETF TRUST
8,122+12+0.15%
Created with Highcharts 10.1.0
$442.741.87%0.02%4,333,0092025-03-31
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
47,924+11+0.02%
Created with Highcharts 10.1.0
$73.161.85%0.00%4,295,8872025-03-31
VTV
VANGUARD VALUE INDEX FUND
24,780-1,421-5.42%
Created with Highcharts 10.1.0
$134.891.84%0.00%4,280,4202025-03-31
SLYG
SPDR(R) S & P 600 SMALL CAP GROWTH ETF
51,434+60+0.12%
Created with Highcharts 10.1.0
$74.671.84%0.13%4,269,0382025-03-31
SPY
SPDR S&P 500 ETF
7,228-99-1.35%
Created with Highcharts 10.1.0
$422.421.74%0.00%4,043,2222025-03-31
META
META
6,782+764+12.70%
Created with Highcharts 10.1.0
$345.151.68%0.00%3,909,1522025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
17,624+2,316+15.13%
Created with Highcharts 10.1.0
$175.311.47%0.00%3,418,9292025-03-31
MSFT
MICROSOFT
8,496-9-0.11%
Created with Highcharts 10.1.0
$264.341.37%0.00%3,189,4582025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
61,913-145-0.23%
Created with Highcharts 10.1.0
$40.401.36%0.00%3,147,0222025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
12,496+830+7.11%
Created with Highcharts 10.1.0
$217.831.19%0.00%2,771,0222025-03-31
JPM
JPMORGAN CHASE
10,856+740+7.32%
Created with Highcharts 10.1.0
$149.551.15%0.00%2,662,9242025-03-31
CGGR
CAPITAL GROUP GROWTH ETF
57,698+1,195+2.11%
Created with Highcharts 10.1.0
$26.850.85%0.00%1,976,1492025-03-31
CALF
PACER US SMALL CAP CASH COWS 100 ETF
51,802+1,097+2.16%
Created with Highcharts 10.1.0
$40.850.84%0.00%1,942,5612025-03-31
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
30,914+10+0.03%
Created with Highcharts 10.1.0
$43.720.78%0.00%1,809,6852025-03-31
MTB
M&T BANK
9,972-227-2.23%
Created with Highcharts 10.1.0
$175.690.77%0.01%1,782,4402025-03-31
XOM
EXXON MOBIL
14,632+1+0.01%
Created with Highcharts 10.1.0
$91.070.75%0.00%1,740,1712025-03-31
GOOG
ALPHABET
10,772+844+8.50%
Created with Highcharts 10.1.0
$178.190.73%0.00%1,682,8922025-03-31
NEWT
NEWTEKONE
137,276-12,250-8.19%
Created with Highcharts 10.1.0
$20.030.71%0.52%1,641,8182025-03-31
JNJ
JOHNSON & JOHNSON
9,605+9+0.09%
Created with Highcharts 10.1.0
$168.130.69%0.00%1,592,8882025-03-31
IWD
ISHARES RUSSELL 1000 VALUE ETF
8,123+91+1.13%
Created with Highcharts 10.1.0
$149.790.66%0.00%1,528,4562025-03-31
PG
PROCTER & GAMBLE
8,911-284-3.09%
Created with Highcharts 10.1.0
$143.970.65%0.00%1,518,6112025-03-31
GOOGL
ALPHABET
9,077-143-1.55%
Created with Highcharts 10.1.0
$147.250.60%0.00%1,403,6612025-03-31
KNG
CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
26,122+800+3.16%
Created with Highcharts 10.1.0
$51.380.57%0.00%1,319,6832025-03-31
HWM
HOWMET AEROSPACE
9,856-2,050-17.22%
Created with Highcharts 10.1.0
$35.150.55%0.00%1,278,6622025-03-31
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
51,698+724+1.42%
Created with Highcharts 10.1.0
$23.650.54%0.04%1,250,0692025-03-31
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
24,670-673-2.66%
Created with Highcharts 10.1.0
$48.210.52%0.00%1,212,7712025-03-31
RSP
GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF
6,631+301+4.76%
Created with Highcharts 10.1.0
$141.840.49%0.00%1,148,6412025-03-31
CVX
CHEVRON
6,412+71+1.12%
Created with Highcharts 10.1.0
$152.980.46%0.00%1,072,7362025-03-31
IBDQ
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
40,169-195-0.48%
Created with Highcharts 10.1.0
$24.580.44%0.03%1,010,2412025-03-31
IBTF
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
41,880+3,150+8.13%
Created with Highcharts 10.1.0
$23.390.42%0.04%978,7402025-03-31
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
42,619+4,658+12.27%
Created with Highcharts 10.1.0
$22.930.42%0.05%977,6812025-03-31
VOO
VANGUARD 500 INDEX FUND
1,74800.00%
Created with Highcharts 10.1.0
$363.870.39%0.00%898,2932025-03-31
SCHB
SCHWAB US BROAD MARKET ETF
41,502+41+0.10%
Created with Highcharts 10.1.0
$14.720.39%0.00%893,5312025-03-31
MET
METLIFE
11,127-815-6.82%
Created with Highcharts 10.1.0
$63.830.38%0.00%893,3772025-03-31
BAC
BANK OF AMERICA
21,133+4+0.02%
Created with Highcharts 10.1.0
$31.920.38%0.00%881,8792025-03-31
TXT
TEXTRON
12,031+1+0.01%
Created with Highcharts 10.1.0
$63.050.37%0.01%869,2032025-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
24,380+1,000+4.28%
Created with Highcharts 10.1.0
$29.680.37%0.00%868,9052025-03-31
PEY
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
39,628+97+0.25%
Created with Highcharts 10.1.0
$20.560.37%0.07%850,8142025-03-31