BETO FINANCIAL GROUP, LLC
153 holdingsFiling period: 2026-03-31Current AUM: $195.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 70.9K | $9.5M | $11.4M | 5.82% | +5.5K | 2026-03-31 |
| 2 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 263.2K | $8.7M | $9.9M | 5.06% | -113,602 | 2026-03-31 |
| 3 | CGMU | CAPITAL GRP FIXED INCM ETF T | 303.9K | $8.3M | $8.3M | 4.23% | +33.2K | 2026-03-31 |
| 4 | CGUS | CAPITAL GROUP CORE EQUITY ET | 179.2K | $7.7M | $9.0M | 4.59% | +153.6K | 2026-03-31 |
| 5 | IEMG | ISHARES INC | 64.9K | $5.3M | $5.9M | 3.01% | +30.7K | 2026-03-31 |
| 6 | IVE | ISHARES TR | 23.0K | $5.1M | $5.7M | 2.89% | -21,550 | 2026-03-31 |
| 7 | DYNF | BLACKROCK ETF TRUST | 69.9K | $4.6M | $5.3M | 2.71% | +52.5K | 2026-03-31 |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | 94.2K | $4.4M | $4.3M | 2.22% | -62,494 | 2026-03-31 |
| 9 | MU | MICRON TECHNOLOGY INC | 5.9K | $3.8M | $9.3M | 4.76% | +347 | 2026-03-31 |
| 10 | BRTR | BLACKROCK ETF TRUST II | 71.8K | $3.6M | $3.6M | 1.82% | +53.6K | 2026-03-31 |
| 11 | FBND | FIDELITY MERRIMACK STR TR | 74.8K | $3.4M | $3.3M | 1.71% | -29,495 | 2026-03-31 |
| 12 | IJH | ISHARES TR | 45.8K | $3.4M | $3.8M | 1.92% | -28,924 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 11.1K | $3.2M | $3.9M | 1.99% | -44 | 2026-03-31 |
| 14 | BAI | BLACKROCK ETF TRUST | 68.8K | $3.1M | $3.9M | 1.99% | +54.6K | 2026-03-31 |
| 15 | JQUA | J P MORGAN EXCHANGE TRADED F | 40.9K | $2.8M | $3.2M | 1.66% | +28.0K | 2026-03-31 |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | 18.1K | $2.5M | $3.2M | 1.66% | +14.7K | 2026-03-31 |
| 17 | THRO | BLACKROCK ETF TRUST | 59.0K | $2.5M | $2.9M | 1.48% | +47.2K | 2026-03-31 |
| 18 | VYM | VANGUARD WHITEHALL FDS | 15.8K | $2.5M | $2.7M | 1.37% | +5.0K | 2026-03-31 |
| 19 | HELO | J P MORGAN EXCHANGE TRADED F | 34.0K | $2.3M | $2.5M | 1.26% | -36,836 | 2026-03-31 |
| 20 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 3 | $2.1M | $2.1M | 1.10% | -- | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 5.0K | $2.1M | $2.6M | 1.34% | +149 | 2026-03-31 |
| 22 | IAGG | ISHARES TR | 40.7K | $2.0M | $2.0M | 1.04% | -10,759 | 2026-03-31 |
| 23 | GLD | SPDR GOLD TR | 4.6K | $2.0M | $1.7M | 0.88% | -2,573 | 2026-03-31 |
| 24 | FNDF | SCHWAB STRATEGIC TR | 38.0K | $2.0M | $2.2M | 1.12% | +19.3K | 2026-03-31 |
| 25 | RYZ | RYERSON HLDG CORP | 73.9K | $2.0M | $2.4M | 1.24% | -- | 2026-03-31 |
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