Instuitional Investor - Beacon Harbor Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Beacon Harbor Wealth Advisors, Inc. |
| Portfolio Value | $400,793,617 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 44,731 | $25,408,349 | 6.34% | |
| 2. | Vanguard Index Fds - EXTEND MKT ETF | 125,860 | $24,254,489 | 6.05% | |
| 3. | BND | 320,310 | $23,584,453 | 5.88% | |
| 4. | Ishares Tr - CORE MSCI EAFE | 236,696 | $19,759,396 | 4.93% | |
| 5. | Ishares U S Etf Tr | 129,257 | $12,150,169 | 3.03% |
Hedge Fund Resource Center 
