Instuitional Investor - Berkeley Capital Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Berkeley Capital Partners, Llc |
| Portfolio Value | $359,765,532 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 124,940 | $73,224,788 | 20.37% | |
| 2. | Vanguard Whitehall Funds | 219,487 | $28,004,381 | 7.79% | |
| 3. | Vanguard Scottsdale Funds | 289,715 | $23,255,399 | 6.47% | |
| 4. | Vanguard Scottsdale Funds | 189,347 | $14,159,363 | 3.94% | |
| 5. | Invesco Qqq Tr | 19,696 | $10,069,246 | 2.8% |
