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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 $294,568,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 53,211 $39,849,182 13.53%
2.
Invesco Qqq Tr
 45,449 $33,468,932 11.36%
3.
Schwab Strategic Trust
 SCHD 415,135 $21,902,499 7.44%
4.
Berkshire Hathaway Inc
 BRK-B 41,158 $20,595,052 6.99%
5.
Ishares Trust
 IEF 220,317 $16,988,677 5.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.