Instuitional Investor - Beta Wealth Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Beta Wealth Group, Inc. |
| Portfolio Value | $226,065,255 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr | 501,904 | $22,520,435 | 9.96% | |
| 2. | J P Morgan Exchange Traded F | 226,642 | $13,038,686 | 5.76% | |
| 3. | Spdr Series Trust | 160,799 | $11,085,512 | 4.9% | |
| 4. | J P Morgan Exchange Traded F | 212,351 | $10,649,381 | 4.71% | |
| 5. | AMZN | 37,501 | $8,227,344 | 3.63% |
