Beacon Financial Planning

Latest statistics and disclosures from Beacon Financial Planning's latest quarterly 13F-HR filing:

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Positions held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beacon Financial Planning

Beacon Financial Planning holds 22 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.1 $22M 58k 384.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 16.5 $16M 52k 308.90
Ishares Tr Core S&p Mcp Etf (IJH) 11.7 $11M 47k 241.89
Invesco Actively Managed Etf Total Return (GTO) 11.7 $11M 243k 46.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.2 $11M 41k 266.28
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 9.8 $9.5M 326k 29.07
Ishares Tr Core Msci Total (IXUS) 3.2 $3.1M 53k 57.88
Vanguard Index Fds Small Cp Etf (VB) 2.6 $2.5M 14k 183.54
Pimco Etf Tr Active Bd Etf (BOND) 2.5 $2.4M 27k 90.48
Tesla Motors (TSLA) 2.2 $2.1M 17k 123.18
Vanguard World Esg Us Stk Etf (ESGV) 0.9 $857k 13k 65.86
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $708k 3.9k 179.77
Apple (AAPL) 0.6 $619k 4.8k 129.92
Intuitive Surgical Com New (ISRG) 0.6 $542k 2.0k 265.35

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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $506k 1.4k 351.45
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $486k 3.2k 151.86
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $340k 5.2k 65.75
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.3 $307k 14k 21.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $280k 5.4k 51.72
Microsoft Corporation (MSFT) 0.3 $257k 1.1k 239.71
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $211k 2.5k 83.76
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $200k 1.4k 145.08

Past Filings by Beacon Financial Planning

SEC 13F filings are viewable for Beacon Financial Planning going back to 2022