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Home > Institutional Investor > Beacon Financial Strategies Corp > Profile

Instuitional Investor - Beacon Financial Strategies Corp

Fund Profile
Filing Period:
Fund Name: Beacon Financial Strategies Corp
Portfolio Value $201,186,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 98,471 $36,438,183 18.11%
2.
Dimensional Etf Trust
 DFAC 790,070 $35,047,506 17.42%
3.
Vanguard Scottsdale Funds
 VCIT 302,407 $23,899,230 11.88%
4.
Vanguard Index Fds - VALUE ETF
 90,043 $19,623,140 9.75%
5.
Vanguard Tax-Managed Fds
 235,150 $16,754,448 8.33%
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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