Instuitional Investor - Beacon Financial Strategies Corp
Fund Profile
Filing Period:
| Fund Name: | Beacon Financial Strategies Corp |
| Portfolio Value | $169,484,618 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 100,202 | $32,883,254 | 19.4% | |
| 2. | Dimensional Etf Trust | 790,195 | $30,477,822 | 17.98% | |
| 3. | Vanguard Scottsdale Funds | 284,961 | $22,776,936 | 13.44% | |
| 4. | Vanguard Index Fds - VALUE ETF | 93,536 | $17,443,493 | 10.29% | |
| 5. | Vanguard Tax-Managed Fds | 227,191 | $13,613,304 | 8.03% |