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

Instuitional Investor - Beacon Financial Planning, Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Beacon Financial Planning, Inc
Portfolio Value	$193,117,525

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	49,415	$33,073,173	17.13%
2.	Invesco Qqq Tr		38,583	$23,164,124	11.99%
3.	Berkshire Hathaway Inc	BRK.A	40,042	$20,130,715	10.42%
4.	Schwab Strategic Trust	FNDF	314,271	$13,501,097	6.99%
5.	Ishares Trust	IEF	198,605	$12,960,946	6.71%