Instuitional Investor - Beacon Financial Strategies Corp
Fund Profile
Filing Period:
| Fund Name: | Beacon Financial Strategies Corp |
| Portfolio Value | $176,185,846 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 96,966 | $31,107,528 | 17.66% | |
| 2. | Dimensional Etf Trust | 790,195 | $30,706,978 | 17.43% | |
| 3. | Vanguard Scottsdale Funds | 297,741 | $23,601,941 | 13.4% | |
| 4. | Vanguard Index Fds - VALUE ETF | 88,457 | $17,355,168 | 9.85% | |
| 5. | Vanguard Tax-Managed Fds | 234,141 | $15,003,778 | 8.52% |
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