BF

BEACON FINANCIAL PLANNING, INC

13F
BEACON FINANCIAL PLANNING, INC
Last update 2024-10-24 44 Stocks (5 new)
Value $162.00 Mil Turnover 7 %
Countries:
Top Holdings: IVV(19.16%)BRK.B(12.86%)QQQ(12.69%)IJH(8.43%)FNDF(8.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
BEACON FINANCIAL PLANNING, INC... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
53,807
31036.810
-3.61%
19.160
-0.75%
0.010
+6.62%
+22.20%
548049.583
 
BRK.B 		Berkshire Hathaway Inc
45,266
20834.130
-3.78%
12.860
-0.49%
0.000
+4.76%
+28.55%
988408.350
Insurance
QQQ 		INVESCO QQQ Trust
42,110
20552.490
-1.74%
12.690
-0.24%
0.010
+7.00%
+20.97%
298800.510
 
IJH 		iShares Core S&P Mid-Cap ETF
219,155
13657.710
-3.45%
8.430
-0.31%
0.010
+2.08%
+13.19%
92410.917
 
FNDF 		Schwab Fundamental International Equity ETF
349,965
13078.180
-3.03%
8.070
-0.26%
0.090
+0.56%
+6.67%
13791.134
 
GTO 		Invesco Total Return Bond ETF
256,782
12402.560
-2.39%
7.660
-0.20%
0.700
+0.17%
-0.61%
1725.413
 
VB 		Vanguard Small Cap ETF
22,010
5221.040
+11.66%
3.220
+0.34%
0.010
+3.03%
+12.10%
59496.623
 
SCHD 		Schwab US Dividend Equity ETF
163,311
4601.530
+300.37%
2.840
+2.13%
0.000
+3.02%
+11.58%
63460.872
 
TSLA 		Tesla Inc
17,258
4515.210
+0.68%
2.790
+0.02%
0.000
+19.43%
+5.65%
842672.761
Vehicles & Parts
IXUS 		iShares Core MSCI Total International Stock ETF
46,677
3390.150
-0.73%
2.090
-0.02%
0.010
+3.03%
+8.42%
38571.324
 

BEACON FINANCIAL PLANNING, INC's Historical Top Holdings Breakdowns

BEACON FINANCIAL PLANNING, INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+2.13%
●
25.67 ($27.24) 28.35
$28.32
3.96%
Add 300.37%
163,311
40,840
WELL 		Welltower Inc2024-09-30Add
+0.88%
●
104 ($116.68) 129.75
$130.57
11.90%
Add 478.29%
13,422
11,101
IVV 		iShares Core S&P 500 ETF2024-09-30Reduce
-0.75%
●
520.18 ($556.01) 576.82
$583.65
4.97%
Reduce -3.61%
53,807
-2,014
QUAL 		iShares MSCI USA Quality Factor ETF2024-09-30Add
+0.68%
●
162.64 ($173.44) 179.3
$180.09
3.83%
Add 67.49%
15,225
6,135
BRK.B 		Berkshire Hathaway Inc2024-09-30Reduce
-0.49%
●
405.19 ($442.18) 478.57
$458.49
3.69%
Reduce -3.78%
45,266
-1,777
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+0.48%
●
21.79 ($23.01) 23.92
$23.98
4.22%
Add 507.45%
38,871
10,824
XSHQ 		Invesco S&P SmallCap Quality ETF2024-09-30Add
+0.44%
●
38.22 ($41.18) 43.47
$43.31
5.17%
Add 36.58%
61,938
16,590
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund2024-09-30Add
+0.43%
●
199.29 ($229.71) 265.49
$229.72
0%
Add 36.04%
11,395
3,019
VFQY 		Vanguard U.S. Quality Factor ETF2024-09-30Add
+0.41%
●
130.03 ($137.89) 143.03
$141.78
2.82%
Add 33.06%
18,598
4,621
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.34%
●
214.77 ($227.22) 237.72
$239.14
5.25%
Add 11.66%
22,010
2,298

BEACON FINANCIAL PLANNING, INC Total Holding History ($B)

To

BEACON FINANCIAL PLANNING, INC's Asset Allocation

To

BEACON FINANCIAL PLANNING, INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BEACON FINANCIAL PLANNING, INC's Hypothetical Growth since 2024-09-30

BEACON FINANCIAL PLANNING, INC's Yearly Returns

Year Portfolio % % Excess Gain %

BEACON FINANCIAL PLANNING, INC's Holdings Heat Map

Size field:

BEACON FINANCIAL PLANNING, INC's Holdings Bubble Chart

BEACON FINANCIAL PLANNING, INC News

  • 1

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