Beta Wealth Group, Inc. Buys BTC iShares International Aggregate Bond Fund, Vanguard International High Dividend Yield ETF, SPDR Portfolio S&P 500 ETF, Sells HP Inc, Western Asset Municipal Partners Fd Inc, Mattel Inc

• New Purchases: IAGG, VYMI, SPLG, ACWV, AGG, VIG, DIS, VTEB, HD, BX, V, BA, MDLZ, DWX, PCQ, PDI, AAPL, ATVI, PML, IEMG, JPST, IDV, USMV, NEAR, VZ, EMLP, DFEB, XLU, FIF, FEI, DDD,
• Added Positions: MSFT,
• Sold Out: HPQ, MNP, MAT, IP, QCOM, DMF, BHL, A, UNH, SPY, STX,

For the details of Beta Wealth Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/beta+wealth+group%2C+inc./current-portfolio/portfolio

1. BTC iShares International Aggregate Bond Fund (IAGG) - 268,190 shares, 14.04% of the total portfolio. New Position
2. Vanguard International High Dividend Yield ETF (VYMI) - 125,280 shares, 7.09% of the total portfolio. New Position
3. SPDR Portfolio S&P 500 ETF (SPLG) - 170,846 shares, 6.99% of the total portfolio. New Position
4. iShares MSCI Global Min Vol Factor ETF (ACWV) - 76,144 shares, 6.87% of the total portfolio. New Position
5. iShares Core U.S. Aggregate Bond ETF (AGG) - 58,879 shares, 6.48% of the total portfolio. New Position

Beta Wealth Group, Inc. initiated holding in BTC iShares International Aggregate Bond Fund. The purchase prices were between $55.51 and $56.21, with an estimated average price of $55.83. The stock is now traded at around $54.740000. The impact to a portfolio due to this purchase was 14.04%. The holding were 268,190 shares as of 2020-12-31.

Beta Wealth Group, Inc. initiated holding in Vanguard International High Dividend Yield ETF. The purchase prices were between $50.17 and $61.1, with an estimated average price of $56.28. The stock is now traded at around $66.590000. The impact to a portfolio due to this purchase was 7.09%. The holding were 125,280 shares as of 2020-12-31.

Beta Wealth Group, Inc. initiated holding in SPDR Portfolio S&P 500 ETF. The purchase prices were between $38.21 and $43.96, with an estimated average price of $41.58. The stock is now traded at around $46.501800. The impact to a portfolio due to this purchase was 6.99%. The holding were 170,846 shares as of 2020-12-31.

Beta Wealth Group, Inc. initiated holding in iShares MSCI Global Min Vol Factor ETF. The purchase prices were between $88.72 and $96.91, with an estimated average price of $93.94. The stock is now traded at around $97.721000. The impact to a portfolio due to this purchase was 6.87%. The holding were 76,144 shares as of 2020-12-31.

Beta Wealth Group, Inc. initiated holding in iShares Core U.S. Aggregate Bond ETF. The purchase prices were between $116.3 and $117.8, with an estimated average price of $117.11. The stock is now traded at around $113.425000. The impact to a portfolio due to this purchase was 6.48%. The holding were 58,879 shares as of 2020-12-31.

Beta Wealth Group, Inc. initiated holding in Vanguard Dividend Appreciation FTF. The purchase prices were between $125.15 and $141.17, with an estimated average price of $135.07. The stock is now traded at around $145.570000. The impact to a portfolio due to this purchase was 5.84%. The holding were 44,410 shares as of 2020-12-31.

Beta Wealth Group, Inc. added to a holding in Microsoft Corp by 329.94%. The purchase prices were between $202.33 and $224.96, with an estimated average price of $215.07. The stock is now traded at around $233.440000. The impact to a portfolio due to this purchase was 3.86%. The holding were 24,296 shares as of 2020-12-31.

Beta Wealth Group, Inc. sold out a holding in HP Inc. The sale prices were between $17.35 and $24.59, with an estimated average price of $21.02.

Beta Wealth Group, Inc. sold out a holding in Western Asset Municipal Partners Fd Inc. The sale prices were between $14 and $14.98, with an estimated average price of $14.52.

Beta Wealth Group, Inc. sold out a holding in Mattel Inc. The sale prices were between $12.08 and $18.12, with an estimated average price of $14.78.

Beta Wealth Group, Inc. sold out a holding in International Paper Co. The sale prices were between $40.48 and $51.87, with an estimated average price of $47.34.

Beta Wealth Group, Inc. sold out a holding in Qualcomm Inc. The sale prices were between $115.47 and $158.8, with an estimated average price of $139.59.

Beta Wealth Group, Inc. sold out a holding in BNY Mellon Municipal Income, Inc.. The sale prices were between $8.23 and $8.87, with an estimated average price of $8.55.