Instuitional Investor - Berkeley Capital Partners, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 126,898 | $78,403,731 | 19.88% | |
2. | Vanguard Whitehall Funds | 218,236 | $29,092,982 | 7.38% | |
3. | Vanguard Scottsdale Funds | 301,475 | $24,998,307 | 6.34% | |
4. | Vanguard Scottsdale Funds | 202,842 | $15,395,692 | 3.9% | |
5. | Invesco Qqq Tr | 19,525 | $10,770,907 | 2.73% |