Instuitional Investor - Beta Wealth Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Beta Wealth Group, Inc. |
| Portfolio Value | $248,701,797 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Gmo Etf Trust | 671,062 | $17,850,241 | 7.18% | |
| 2. | Pimco Etf Trust | 574,233 | $15,320,546 | 6.16% | |
| 3. | Invesco Exchange Traded Fd T - S&P 500 VLU MOMN | 174,674 | $11,840,527 | 4.76% | |
| 4. | American Centy Etf Tr | 98,672 | $10,062,539 | 4.05% | |
| 5. | IEF | 88,335 | $9,733,621 | 3.91% |
Hedge Fund Resource Center 
