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Home > Institutional Investor > Beacon Financial Planning, Inc > Profile

Instuitional Investor - Beacon Financial Planning, Inc

Fund Profile
Filing Period:
Fund Name: Beacon Financial Planning, Inc
Portfolio Value $171,797,759
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,915 $31,150,145 18.13%
2.
Invesco Qqq Tr
 41,554 $21,243,476 12.36%
3.
Berkshire Hathaway Inc
 BRK.A 44,852 $20,330,515 11.83%
4.
Ishares Trust
 IEF 219,038 $13,648,233 7.94%
5.
Invesco Actively Managed Exc
 241,635 $11,211,863 6.52%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)