Instuitional Investor - North Berkeley Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: North Berkeley Wealth Management, Llc
Portfolio Value $98,494,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. SSD 79,390 $13,165,244 13.37%
2.
Nushares Etf Tr
246,334 $10,316,954 10.47%
3.
Ishares Tr - MSCI ACWI ETF
80,069 $9,408,165 9.55%
4. IEF 81,118 $8,235,927 8.36%
5.
Ishares Inc - CORE MSCI EMKT
145,419 $7,593,800 7.71%