Instuitional Investor - Beta Wealth Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Beta Wealth Group, Inc. |
| Portfolio Value | $278,424,013 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Pimco Etf Trust | 1,420,705 | $37,435,575 | 13.45% | |
| 2. | J P Morgan Exchange Traded F | 418,492 | $23,912,652 | 8.59% | |
| 3. | Capital Grp Fixed Incm Etf T | 498,556 | $12,867,739 | 4.62% | |
| 4. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 203,950 | $10,197,483 | 3.66% | |
| 5. | 2023 Etf Series Trust Ii | 429,792 | $10,125,900 | 3.64% |
