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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	$109,022,271

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Simpson Manufacturing Co. Inc.	SSD	79,590	$12,361,123	11.34%
2.	Nushares Etf Tr		290,314	$11,827,382	10.85%
3.	Ishares Tr - MSCI ACWI ETF		82,510	$10,610,764	9.73%
4.	Ishares Trust	IEF	95,473	$10,511,608	9.64%
5.	Ishares Inc - CORE MSCI EMKT		153,224	$9,198,047	8.44%