Instuitional Investor - Beacon Financial Group
Fund Profile
Filing Period:
Fund Name: | Beacon Financial Group |
Portfolio Value | $704,539 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Tr | 627,519 | $42,069 | 6.22% | |
2. | Vanguard Whitehall Funds | 305,580 | $32,908 | 4.86% | |
3. | Spdr Ser Tr | 288,480 | $26,500 | 3.91% | |
4. | First Tst Mornings Shs | 522,327 | $18,172 | 2.68% | |
5. | First Trust Value Li Shs | 440,670 | $17,252 | 2.55% |