BS

Beacon Selective Risk ETF

ETF
Beacon Selective Risk ETF
Last update 2025-06-17 11 Stocks (3 new)
Value $31.00 Mil Turnover 31 %
Countries:
Top Holdings: BSV(13.36%)VNQ(9.63%)VFH(9.59%)VDC(9.55%)VPU(9.24%)
Summary Stock Picks Current Portfolio
Beacon Selective Risk ETF Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSV
Vanguard Short-Term Bond ETF
53,557
4,183.3
New Holding
13.360
+13.36%
0.010
+0.99%
+3.32%
38,401.1
 
VNQ
Vanguard Real Estate Index Fund ETF
32,116
3,015.7
+11.33%
9.630
+0.98%
0.010
+6.27%
+5.04%
34,063.4
 
VFH
Vanguard Financials ETF
23,794
3,000.7
-14.37%
9.590
-1.54%
0.030
+12.27%
+10.48%
12,078.3
 
VDC
Vanguard Consumer Staples ETF
13,294
2,989.9
+3.29%
9.550
+0.30%
0.040
+1.15%
+5.12%
7,704.2
 
VPU
Vanguard Utilities ETF
16,859
2,890.8
+41.53%
9.240
+2.71%
0.040
+7.95%
+13.11%
6,980.8
 
VOX
Vanguard Communication Services ETF
17,710
2,836.1
-22.01%
9.060
-2.37%
0.070
+20.33%
+12.74%
4,768.4
 
VIS
Vanguard Industrials ETF
10,817
2,807.3
-6.50%
8.970
-0.64%
0.060
+19.88%
+15.48%
5,562.5
 
VGT
Vanguard Information Technology ETF
4,479
2,680.6
-19.90%
8.560
-2.11%
0.000
+27.76%
+10.77%
85,761.7
 
VCR
Vanguard Consumer Discretionary ETF
7,407
2,656.5
-12.65%
8.490
-1.23%
0.050
+16.18%
-0.49%
5,840.3
 
BIV
Vanguard Intermediate-Term Bond ETF
27,887
2,135.9
New Holding
6.820
+6.82%
0.010
+1.52%
+4.62%
23,109.3
 

Beacon Selective Risk ETF's Historical Top Holdings Breakdowns

Beacon Selective Risk ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV
Vanguard Short-Term Bond ETF
2025-02-28
New Buy
New Buy
+13.36%
●
76.94 ($77.43) 78.11
$78.35
1.19%
New holding
53,557
53,557
VAW
Vanguard Materials ETF
2025-02-28
Sold Out
Sold Out
-8.57%
●
185.71 ($196.72) 212.45
$202.45
2.91%
Sold Out
0
-13,224
VHT
Vanguard Health Care ETF
2025-02-28
Sold Out
Sold Out
-8.02%
●
250.81 ($264.33) 273.83
$250.14
-5.37%
Sold Out
0
-9,661
VDE
Vanguard Energy ETF
2025-02-28
Sold Out
Sold Out
-7.78%
●
116.67 ($125.98) 134.18
$122.83
-2.50%
Sold Out
0
-19,000
BIV
Vanguard Intermediate-Term Bond ETF
2025-02-28
New Buy
New Buy
+6.82%
●
73.78 ($75.23) 76.59
$76.64
1.87%
New holding
27,887
27,887
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-02-28
New Buy
New Buy
+6.72%
●
48.33 ($48.84) 49.45
$50.03
2.44%
New holding
42,547
42,547
VPU
Vanguard Utilities ETF
2025-02-28
Add
Add
+2.71%
●
160.52 ($168.52) 179.11
$182.23
8.14%
Add 41.53%
16,859
4,947
VOX
Vanguard Communication Services ETF
2025-02-28
Reduce
Reduce
-2.37%
●
153.7 ($161.06) 169.24
$173.86
7.95%
Reduce -22.01%
17,710
-4,999
VGT
Vanguard Information Technology ETF
2025-02-28
Reduce
Reduce
-2.11%
●
588.97 ($628.09) 647.97
$687.13
9.40%
Reduce -19.9%
4,479
-1,113
VFH
Vanguard Financials ETF
2025-02-28
Reduce
Reduce
-1.54%
●
115.47 ($122.64) 127.34
$129.41
5.52%
Reduce -14.37%
23,794
-3,993

Beacon Selective Risk ETF Total Holding History ($B)

To

Beacon Selective Risk ETF's Asset Allocation

To

Beacon Selective Risk ETF Past Portfolios

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

Top Ranked Articles

  • 1

Beacon Selective Risk ETF's Hypothetical Growth since 2025-02-28

Beacon Selective Risk ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Beacon Selective Risk ETF's Holdings Heat Map

Size field:

Beacon Selective Risk ETF's Holdings Bubble Chart

Beacon Selective Risk ETF News

  • 1

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