Instuitional Investor - Beta Wealth Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Beta Wealth Group, Inc. |
| Portfolio Value | $273,047,422 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Pimco Etf Trust | 998,394 | $26,497,388 | 9.7% | |
| 2. | 2023 Etf Series Trust Ii | 672,595 | $17,299,143 | 6.34% | |
| 3. | J P Morgan Exchange Traded F | 255,188 | $14,507,450 | 5.31% | |
| 4. | Capital Grp Fixed Incm Etf T | 493,239 | $12,792,152 | 4.68% | |
| 5. | Invesco Exchange Traded Fd T - S&P 500 VLU MOMN | 177,779 | $10,627,863 | 3.89% |
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