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Home > Institutional Investor > Beta Wealth Group, Inc. > 13F Holdings

Instuitional Investor - Beta Wealth Group, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr
 349,599 $16,095,555 8.43%
2.
Pimco Etf Trust
 486,350 $12,482,172 6.54%
3.
J P Morgan Exchange Traded F
 192,185 $9,793,732 5.13%
4.
Spdr Series Trust
 162,983 $9,110,763 4.77%
5.
J P Morgan Exchange Traded F
 159,483 $8,768,350 4.59%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)