Instuitional Investor - Beta Wealth Group, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Pimco Etf Trust | 657,539 | $17,227,512 | 7.13% | |
| 2. | Gmo Etf Trust | 670,629 | $16,748,299 | 6.93% | |
| 3. | Invesco Exchange Traded Fd T - S&P 500 VLU MOMN | 172,124 | $11,859,353 | 4.91% | |
| 4. | American Centy Etf Tr | 96,364 | $10,645,309 | 4.4% | |
| 5. | IEF | 96,446 | $10,511,613 | 4.35% |