Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > North Berkeley Wealth Management, Llc > Profile

Instuitional Investor - North Berkeley Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	North Berkeley Wealth Management, Llc
Portfolio Value	$169,540,154

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	224,587	$22,567,625	13.31%
2.	Simpson Manufacturing Co. Inc.	SSD	79,590	$12,851,398	7.58%
3.	Nushares Etf Tr		285,704	$12,756,695	7.52%
4.	Ishares Tr - MSCI ACWI ETF		81,090	$11,473,367	6.77%
5.	Ishares Trust	IEF	87,819	$10,824,510	6.38%