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Home > Institutional Investor > North Berkeley Wealth Management, Llc > Profile

Instuitional Investor - North Berkeley Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	North Berkeley Wealth Management, Llc
Portfolio Value	$126,738,261

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Simpson Manufacturing Co. Inc.	SSD	79,590	$13,328,142	10.52%
2.	Nushares Etf Tr		286,338	$12,627,495	9.96%
3.	Ishares Tr - MSCI ACWI ETF		81,072	$11,207,397	8.84%
4.	Ishares Trust	IEF	91,564	$11,053,580	8.72%
5.	Ishares Inc - CORE MSCI EMKT		149,530	$9,856,985	7.78%