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Home > Institutional Investor > Beacon Financial Planning, Inc > Profile

Instuitional Investor - Beacon Financial Planning, Inc

Fund Profile
Filing Period:
Fund Name: Beacon Financial Planning, Inc
Portfolio Value $179,119,844
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 49,901 $30,983,244 17.3%
2.
Invesco Qqq Tr
 39,200 $21,624,468 12.07%
3.
Berkshire Hathaway Inc
 BRK.A 41,229 $20,027,811 11.18%
4.
Ishares Trust
 IEF 203,844 $12,642,435 7.06%
5.
Schwab Strategic Trust
 FNDF 304,703 $12,194,232 6.81%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)