NBWM
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North Berkeley Wealth Management’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

North Berkeley Wealth Management’s Portfolio CAOS Stock Details CAOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$303K Sell
2025
Q1 		$350K Buy