Instuitional Investor - Beacon Financial Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Beacon Financial Advisory Llc |
| Portfolio Value | $431,635,457 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 357,391 | $20,457,066 | 4.74% | |
| 2. | Capital Group Dividend Value | 417,491 | $18,219,288 | 4.22% | |
| 3. | J P Morgan Exchange Traded F | 196,586 | $11,425,598 | 2.65% | |
| 4. | First Tr Exchange-Traded Fd | 227,914 | $10,502,289 | 2.43% | |
| 5. | Tcw Etf Trust | 259,835 | $10,289,466 | 2.38% |