Instuitional Investor - Berkeley Capital Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Berkeley Capital Partners, Llc |
| Portfolio Value | $424,689,146 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 129,849 | $88,546,343 | 20.85% | |
| 2. | Vanguard Whitehall Funds | 213,470 | $30,637,162 | 7.21% | |
| 3. | Vanguard Scottsdale Funds | 313,991 | $26,296,730 | 6.19% | |
| 4. | Vanguard Scottsdale Funds | 212,919 | $16,149,933 | 3.8% | |
| 5. | Invesco Qqq Tr | 19,318 | $11,867,034 | 2.79% |