Instuitional Investor - Beacon Financial Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Beacon Financial Advisory Llc |
| Portfolio Value | $431,661,210 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 355,181 | $20,280,840 | 4.7% | |
| 2. | Capital Group Dividend Value | 401,732 | $16,884,813 | 3.91% | |
| 3. | Pimco Etf Trust | 443,056 | $11,891,618 | 2.75% | |
| 4. | First Tr Exchange-Traded Fd | 245,110 | $11,333,867 | 2.63% | |
| 5. | J P Morgan Exchange Traded F | 190,453 | $10,954,851 | 2.54% |