Instuitional Investor - Beacon Financial Planning, Inc

Fund Profile
Filing Period:
Fund Name: Beacon Financial Planning, Inc
Portfolio Value $173,990,262
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 52,429 $29,460,010 16.93%
2. BRK.A 43,744 $23,297,180 13.39%
3.
Invesco Qqq Tr
41,513 $19,466,127 11.19%
4. IEF 215,450 $12,571,527 7.23%
5. FNDF 320,946 $11,598,994 6.67%