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

Instuitional Investor - Beacon Financial Planning, Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Beacon Financial Planning, Inc
Portfolio Value	$207,338,662

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	48,963	$33,536,598	16.17%
2.	Invesco Qqq Tr		38,448	$23,619,236	11.39%
3.	Berkshire Hathaway Inc	BRK.A	38,836	$19,520,915	9.41%
4.	Schwab Strategic Trust	FNDF	327,436	$14,803,386	7.14%
5.	Ishares Trust	IEF	199,473	$13,165,247	6.35%