BF
| |
BEACON FINANCIAL PLANNING, INC13F | |
| BEACON FINANCIAL PLANNING, INC | |
| Last update 2025-07-15 | 50 Stocks (2 new) |
| Value $179.00 Mil | Turnover 1 % |
BEACON FINANCIAL PLANNING, INC... Top Holdings of 2025-06-30
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| 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 | 49,901 | 30,983.2 | -4.82% | 17.300 | -0.82% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
QQQ | INVESCO QQQ Trust | 39,200 | 21,624.5 | -5.57% | 12.070 | -0.62% | 0.010 | +24.17% | +10.57% | 359,485.3 | ||
BRK.B | Berkshire Hathaway Inc | 41,229 | 20,027.8 | -5.75% | 11.180 | -0.77% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
IJH | iShares Core S&P Mid-Cap ETF | 203,844 | 12,642.4 | -5.39% | 7.060 | -0.39% | 0.010 | +16.09% | +3.97% | 98,717.1 | ||
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 304,703 | 12,194.2 | -5.06% | 6.810 | -0.34% | 0.070 | +14.91% | +26.19% | 17,097.1 | ||
GTO | Invesco Total Return Bond ETF | 198,553 | 9,310.2 | -6.18% | 5.200 | -0.35% | 0.470 | +2.26% | +3.03% | 1,971.4 | ||
VB | Vanguard Small Cap ETF | 26,658 | 6,317.3 | -2.74% | 3.530 | -0.10% | 0.010 | +17.97% | +3.73% | 62,181.4 | ||
TSLA | Tesla Inc | 17,521 | 5,565.7 | +0.42% | 3.110 | +0.01% | 0.000 | +32.63% | -17.65% | 1,071,161.2 | Vehicles & Parts | |
SCHD | Schwab US Dividend Equity ETF | 207,390 | 5,495.8 | -3.78% | 3.070 | -0.13% | 0.010 | +8.77% | +2.12% | 71,498.8 | ||
WELL | Welltower Inc | 27,275 | 4,193.0 | -2.22% | 2.340 | -0.05% | 0.000 | +9.98% | +29.42% | 105,698.2 | REITs |
BEACON FINANCIAL PLANNING, INC's Historical Top Holdings Breakdowns
BEACON FINANCIAL PLANNING, INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.82% | 498.8 ($573.99) 620.9 | $637.33 | 11.04% | Reduce -4.82% | 49,901 | -2,528 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.77% | 483.48 ($508.26) 539.8 | $482.63 | -5.04% | Reduce -5.75% | 41,229 | -2,515 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Reduce Reduce | -0.62% | 416.06 ($496.89) 551.64 | $563.81 | 13.47% | Reduce -5.57% | 39,200 | -2,313 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Reduce Reduce | -0.39% | 51.16 ($58.7) 62.02 | $64.40 | 9.71% | Reduce -5.39% | 203,844 | -11,606 | |
GTO | Invesco Total Return Bond ETF | 2025-06-30 | Reduce Reduce | -0.35% | 45.73 ($46.34) 47.2 | $46.55 | 0.45% | Reduce -6.18% | 198,553 | -13,080 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-06-30 | Reduce Reduce | -0.34% | 32.25 ($37.69) 40.02 | $41.68 | 10.59% | Reduce -5.06% | 304,703 | -16,243 | |
HYDB |
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
| 2025-06-30 | Add Add | +0.28% | 44.64 ($46.42) 47.47 | $47.45 | 2.22% | Add 18.34% | 67,167 | 10,410 | |
SPGP | Invesco S&P 500 GARP ETF | 2025-06-30 | Reduce Reduce | -0.20% | 86.05 ($99.72) 107.7 | $110.72 | 11.03% | Reduce -16.5% | 18,109 | -3,578 | |
DGRO | iShares Core Dividend Growth ETF | 2025-06-30 | Add Add | +0.18% | 55.22 ($60.99) 63.94 | $65.78 | 7.85% | Add 40.41% | 18,016 | 5,185 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-06-30 | Add Add | +0.16% | 43.53 ($50.15) 54.46 | $55.85 | 11.37% | Add 14.11% | 43,714 | 5,407 |
BEACON FINANCIAL PLANNING, INC Total Holding History ($B)
BEACON FINANCIAL PLANNING, INC's Asset Allocation
BEACON FINANCIAL PLANNING, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BEACON FINANCIAL PLANNING, INC's Hypothetical Growth since 2025-06-30
BEACON FINANCIAL PLANNING, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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BEACON FINANCIAL PLANNING, INC's Holdings Heat Map
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BEACON FINANCIAL PLANNING, INC's Holdings Bubble Chart
BEACON FINANCIAL PLANNING, INC News
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