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Beto Financial Group, Llc

Portfolio Manager
Beto Financial Group, Llc
Performance
-1.30% (2026 Q1)
AUM (13F)
$170.86M
# of Holdings
152
Performance Rank
Allocation (Top 20)
51.97%

Beto Financial Group, Llc Holdings Map

Top 50 Beto Financial Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVW
ISHARES TR
5.56%70.9K$9.5M
+8.48%(+5.54K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 65.4K shares2026-Q1: 70.9K shares
$121.69(+11.27%)
2026-03-31
CGXU
CAPITAL GROUP INTL FOCUS EQT
5.1%263.2K$8.7M
-30.15%(-113.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 376.8K shares2026-Q1: 263.2K shares
$29.59(+15.29%)
2026-03-31
CGMU
CAPITAL GRP FIXED INCM ETF T
4.87%303.9K$8.3M
+12.28%(+33.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 270.7K shares2026-Q1: 303.9K shares
$27.33(+0.60%)
2026-03-31
CGUS
CAPITAL GROUP CORE EQUITY ET
4.51%179.2K$7.7M
+602.20%(+153.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.5K shares2026-Q1: 179.2K shares
$39.40(+12.07%)
2026-03-31
IEMG
ISHARES INC
3.09%64.9K$5.3M
+89.82%(+30.69K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 34.2K shares2026-Q1: 64.9K shares
$67.48(+18.32%)
2026-03-31
IVE
ISHARES TR
3.01%23.0K$5.1M
-48.34%(-21.55K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 44.6K shares2026-Q1: 23.0K shares
$209.29(+9.99%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
2.67%69.9K$4.6M
+299.82%(+52.45K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 17.5K shares2026-Q1: 69.9K shares
$59.62(+12.59%)
2026-03-31
JCPB
J P MORGAN EXCHANGE TRADED F
2.58%94.2K$4.4M
-39.89%(-62.49K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 156.6K shares2026-Q1: 94.2K shares
$47.45(-1.50%)
2026-03-31
MU
MICRON TECHNOLOGY INC
2.23%5.9K$3.8M
+6.24%(+347)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.6K shares2026-Q1: 5.9K shares
$231.38(+321.63%)
2026-03-31
BRTR
BLACKROCK ETF TRUST II
2.11%71.8K$3.6M
+293.43%(+53.56K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.3K shares2026-Q1: 71.8K shares
$50.58(-1.00%)
2026-03-31

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