Instuitional Investor - Beta Wealth Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Beta Wealth Group, Inc. |
| Portfolio Value | $190,743,921 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr | 349,599 | $16,095,555 | 8.43% | |
| 2. | Pimco Etf Trust | 486,350 | $12,482,172 | 6.54% | |
| 3. | J P Morgan Exchange Traded F | 192,185 | $9,793,732 | 5.13% | |
| 4. | Spdr Series Trust | 162,983 | $9,110,763 | 4.77% | |
| 5. | J P Morgan Exchange Traded F | 159,483 | $8,768,350 | 4.59% |
