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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	$258,188,578

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	54,553	$35,634,252	13.8%
2.	Invesco Qqq Tr		45,953	$26,523,006	10.27%
3.	Berkshire Hathaway Inc	BRK.A	43,093	$20,650,166	8%
4.	Schwab Strategic Trust	FNDF	413,737	$20,244,173	7.84%
5.	Ishares Trust	IEF	224,228	$15,142,086	5.86%