Instuitional Investor - Beacon Financial Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Beacon Financial Advisory Llc |
| Portfolio Value | $386,690,675 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 347,593 | $19,760,649 | 5.11% | |
| 2. | Capital Group Dividend Value | 392,614 | $15,504,336 | 4.01% | |
| 3. | First Tr Exchange-Traded Fd | 241,113 | $10,777,770 | 2.79% | |
| 4. | J P Morgan Exchange Traded F | 186,009 | $10,118,866 | 2.62% | |
| 5. | Pimco Etf Trust | 356,136 | $9,451,845 | 2.44% |
