Instuitional Investor - Beta Wealth Group, Inc.

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%