Instuitional Investor - Beacon Financial Planning, Inc

Fund Profile
Filing Period:
Fund Name: Beacon Financial Planning, Inc
Portfolio Value $127,723,703
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 57,764 $27,589,798 21.6%
2.
Invesco Qqq Tr
42,724 $17,496,293 13.69%
3. BRK.A 48,493 $17,295,513 13.54%
4. IEF 47,210 $13,084,343 10.24%
5.
Invesco Actively Managed Etf
269,955 $12,752,660 9.98%