Instuitional Investor - Berkeley Capital Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Berkeley Capital Partners, Llc |
| Portfolio Value | $422,917,344 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 129,010 | $85,944,171 | 20.32% | |
| 2. | Vanguard Whitehall Funds | 216,573 | $30,525,997 | 7.22% | |
| 3. | Vanguard Scottsdale Funds | 309,088 | $25,997,429 | 6.15% | |
| 4. | Vanguard Scottsdale Funds | 209,632 | $16,277,909 | 3.85% | |
| 5. | Invesco Qqq Tr | 19,543 | $11,733,068 | 2.77% |