Instuitional Investor - Baron Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Baron Wealth Management Llc |
| Portfolio Value | $282,276,499 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA QLT FCT | 288,385 | $52,722,631 | 18.68% | |
| 2. | Mfs Active Exchange Traded F - INTERNATINL ETF | 924,284 | $26,295,880 | 9.32% | |
| 3. | Franklin Templeton Etf Tr | 678,704 | $24,189,026 | 8.57% | |
| 4. | IEF | 213,802 | $23,366,393 | 8.28% | |
| 5. | RIVN | 563,953 | $7,748,714 | 2.75% |
