Beacon Financial Planning
Latest statistics and disclosures from Beacon Financial Planning's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001966066
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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
- Beacon Financial Planning 2022 Q4 filed Feb. 16, 2023