Instuitional Investor - Beacon Financial Group
Fund Profile
Filing Period:
| Fund Name: | Beacon Financial Group |
| Portfolio Value | $1,100,327,701 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree U.s. Quality Dividend Growth Fund | 580,499 | $55,507,360 | 5.04% | |
| 2. | IEF | 64,631 | $48,401,463 | 4.4% | |
| 3. | Vanguard Growth Index Fund Etf Shares - GROWTH ETF | 365,100 | $31,449,730 | 2.86% | |
| 4. | VYM | 173,259 | $27,380,072 | 2.49% | |
| 5. | DYNF | 377,715 | $25,688,384 | 2.33% |