Instuitional Investor - Beta Wealth Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Beta Wealth Group, Inc. |
| Portfolio Value | $266,613,355 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Gmo Etf Trust - INTL QUALITY ETF | 691,497 | $18,692,467 | 7.01% | |
| 2. | MINT | 691,099 | $18,327,943 | 6.87% | |
| 3. | Invesco Exchange Traded Fd T - S&P 500 VLU MOMN | 173,484 | $12,909,671 | 4.84% | |
| 4. | American Centy Etf Tr | 94,529 | $11,793,379 | 4.42% | |
| 5. | IEF | 96,700 | $10,547,097 | 3.96% |
Hedge Fund Resource Center 
