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Ishares Tr usa min vo shares owned by Beacon Financial Strategies CORP

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Beacon Financial Strategies CORP from 13F filings

Historical chart of Beacon Financial Strategies CORP investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Beacon Financial Strategies CORP consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Beacon Financial Strategies CORP

Quarter filed Position value Share count Share price at filing
2026-06-30 $42k 430 96.54

More positions owned by Beacon Financial Strategies CORP

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Beacon Financial Strategies CORP

Top funds holding Ishares Tr usa min vo

FMR
Raymond James Financial
Bank of America Corporation
Morgan Stanley
LPL Financial
Pnc Financial Services
Catalyst Capital Advisors
Millburn Ridgefield
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo