Instuitional Investor - Berkeley Capital Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Berkeley Capital Partners, Llc |
| Portfolio Value | $363,679,888 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 125,521 | $70,214,935 | 19.31% | |
| 2. | Vanguard Whitehall Funds | 220,044 | $28,376,875 | 7.8% | |
| 3. | Vanguard Scottsdale Funds | 296,145 | $24,212,840 | 6.66% | |
| 4. | Vanguard Scottsdale Funds | 195,835 | $14,865,869 | 4.09% | |
| 5. | Invesco Qqq Tr | 19,525 | $9,155,718 | 2.52% |
