Instuitional Investor - Beacon Harbor Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Beacon Harbor Wealth Advisors, Inc. |
| Portfolio Value | $343,884 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 67,591 | $29,524 | 8.58% | |
| 2. | Vanguard Index Fds | 128,413 | $21,114 | 6.13% | |
| 3. | Ishares Tr | 905,508 | $18,595 | 5.4% | |
| 4. | IEF | 140,340 | $11,513 | 3.34% | |
| 5. | Davis Fundamental Etf Tr | 318,633 | $9,644 | 2.8% |
