Instuitional Investor - Beacon Financial Strategies Corp
Fund Profile
Filing Period:
| Fund Name: | Beacon Financial Strategies Corp |
| Portfolio Value | $179,150,421 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 100,140 | $33,574,078 | 18.74% | |
| 2. | Dimensional Etf Trust | 790,195 | $31,283,821 | 17.46% | |
| 3. | Vanguard Scottsdale Funds | 288,512 | $23,003,025 | 12.84% | |
| 4. | Vanguard Index Fds - VALUE ETF | 93,449 | $17,847,884 | 9.96% | |
| 5. | Vanguard Tax-Managed Fds | 228,582 | $14,279,502 | 7.97% |