Instuitional Investor - Beacon Financial Group
Fund Profile
Filing Period:
| Fund Name: | Beacon Financial Group |
| Portfolio Value | $1,106,017,526 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree U.s. Quality Dividend Growth Fund | 577,509 | $56,157,016 | 5.07% | |
| 2. | IEF | 67,171 | $51,442,727 | 4.64% | |
| 3. | Vanguard Morningstar Growth Etf - MRNGSTR GRWT ETF | 366,866 | $33,058,257 | 2.98% | |
| 4. | DYNF | 767,618 | $27,902,917 | 2.52% | |
| 5. | VYM | 170,119 | $26,402,434 | 2.38% |