Top 50 Beto Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 5.56% | 70.9K | $9.5M | +8.48%(+5.54K) | $121.69(+11.27%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 5.1% | 263.2K | $8.7M | -30.15%(-113.60K) | $29.59(+15.29%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 4.87% | 303.9K | $8.3M | +12.28%(+33.23K) | $27.33(+0.60%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 4.51% | 179.2K | $7.7M | +602.20%(+153.65K) | $39.40(+12.07%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.09% | 64.9K | $5.3M | +89.82%(+30.69K) | $67.48(+18.32%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.01% | 23.0K | $5.1M | -48.34%(-21.55K) | $209.29(+9.99%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.67% | 69.9K | $4.6M | +299.82%(+52.45K) | $59.62(+12.59%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.58% | 94.2K | $4.4M | -39.89%(-62.49K) | $47.45(-1.50%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.23% | 5.9K | $3.8M | +6.24%(+347) | $231.38(+321.63%) | 2026-03-31 | |
| BRTR | BLACKROCK ETF TRUST II | 2.11% | 71.8K | $3.6M | +293.43%(+53.56K) | $50.58(-1.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.11% | -14.56% |
| Top 20 Holdings Unweighted | -5.39% | -15.32% |
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