Instuitional Investor - Beta Wealth Group, Inc.

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%