Beta Wealth Group, Inc.

Q2 2023 13F Detailed Holdings

Location: San Diego, CA
Holdings as of: 6/30/2023
Value ($000): $173,073
Num holdings: 108
Date filed: 8/11/2023
Form type: 13F-HR
Prev filing: 5/9/2023
Next filing: 11/13/2023
SEC: View on sec.gov
Note: Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers

Compare Q2 2023 to

Sym	Issuer Name	Cl	CUSIP	Value ($000)	%	Shares	Principal	Option Type	Discretion	Other Manager	Sole	Shared	None

Num	Name	File Number
1	Crossmark Global Holdings, Inc.	028-18152
2	ENVESTNET ASSET MANAGEMENT INC	028-13411
3	DIMENSIONAL FUND ADVISORS LP	028-01186