Instuitional Investor - Beta Wealth Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Beta Wealth Group, Inc. |
| Portfolio Value | $253,350,451 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | 2023 Etf Series Trust Ii | 697,937 | $17,832,292 | 7.04% | |
| 2. | Pimco Etf Trust | 594,188 | $15,948,001 | 6.29% | |
| 3. | Invesco Exchange Traded Fd T - S&P 500 VLU MOMN | 177,959 | $11,701,329 | 4.62% | |
| 4. | American Centy Etf Tr | 102,158 | $10,167,743 | 4.01% | |
| 5. | IEF | 90,541 | $10,092,556 | 3.98% |
Hedge Fund Resource Center 
