Instuitional Investor - Beacon Financial Group
Fund Profile
Filing Period:
| Fund Name: | Beacon Financial Group |
| Portfolio Value | $1,002,561,035 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree U.s. Quality Dividend Growth Fund | 574,692 | $50,480,930 | 5.04% | |
| 2. | Vanguard Growth Index Fund Etf Shares - GROWTH ETF | 59,931 | $26,177,047 | 2.61% | |
| 3. | Vanguard Whitehall Funds | 175,685 | $26,018,974 | 2.6% | |
| 4. | IEF | 39,783 | $25,986,796 | 2.59% | |
| 5. | First Trust Morningstar Dividend Leaders Index Fund | 471,986 | $23,976,891 | 2.39% |