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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 $127,723,703
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,764 $27,589,798 21.6%
2.
Invesco Qqq Tr
 42,724 $17,496,293 13.69%
3.
Berkshire Hathaway Inc
 BRK.A 48,493 $17,295,513 13.54%
4.
Ishares Trust
 IEF 47,210 $13,084,343 10.24%
5.
Invesco Actively Managed Etf
 269,955 $12,752,660 9.98%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)