BF
| |
BEACON FINANCIAL PLANNING, INC13F | |
| BEACON FINANCIAL PLANNING, INC | |
| Last update 2025-04-25 | 48 Stocks (0 new) |
| Value $174.00 Mil | Turnover 5 % |
BEACON FINANCIAL PLANNING, INC... Top Holdings of 2025-03-31
View Full List
| 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 | 52,429 | 29,460.0 | -0.92% | 16.930 | -0.17% | 0.010 | +23.19% | +5.97% | 619,462.7 | ||
BRK.B | Berkshire Hathaway Inc | 43,744 | 23,297.2 | -2.47% | 13.390 | -0.29% | 0.000 | -2.52% | +5.46% | 1,030,928.8 | Insurance | |
QQQ | INVESCO QQQ Trust | 41,513 | 19,466.1 | -0.10% | 11.190 | -0.01% | 0.010 | +30.29% | +7.98% | 354,541.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 215,450 | 12,571.5 | -1.64% | 7.230 | -0.13% | 0.010 | +20.75% | +1.35% | 96,551.0 | ||
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 320,946 | 11,599.0 | -2.42% | 6.670 | -0.15% | 0.080 | +22.36% | +19.96% | 16,342.4 | ||
GTO | Invesco Total Return Bond ETF | 211,633 | 9,931.9 | -12.42% | 5.710 | -0.81% | 0.530 | +1.32% | +2.77% | 1,960.0 | ||
VB | Vanguard Small Cap ETF | 27,409 | 6,078.0 | +9.41% | 3.490 | +0.30% | 0.010 | +20.94% | +0.15% | 60,432.7 | ||
SCHD | Schwab US Dividend Equity ETF | 215,540 | 6,026.5 | +18.67% | 3.460 | +0.54% | 0.010 | +8.50% | -0.95% | 70,495.4 | ||
TSLA | Tesla Inc | 17,447 | 4,521.6 | -0.07% | 2.600 | 0% | 0.000 | +26.00% | -27.21% | 946,767.9 | Vehicles & Parts | |
WELL | Welltower Inc | 27,893 | 4,273.5 | +6.82% | 2.460 | +0.16% | 0.000 | +11.62% | +23.49% | 100,859.0 | REITs |
BEACON FINANCIAL PLANNING, INC's Historical Top Holdings Breakdowns
BEACON FINANCIAL PLANNING, INC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HYDB |
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
| 2025-03-31 | Add Add | +1.21% | 46.82 ($47.34) 47.8 | $47.17 | -0.36% | Add 366.37% | 56,757 | 44,587 | |
GTO | Invesco Total Return Bond ETF | 2025-03-31 | Reduce Reduce | -0.81% | 45.9 ($46.7) 47.37 | $46.61 | -0.19% | Reduce -12.42% | 211,633 | -30,002 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Add Add | +0.55% | 48.08 ($51.4) 53.73 | $54.60 | 6.23% | Add 104.05% | 38,307 | 19,534 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.54% | 27.01 ($27.88) 28.54 | $27.06 | -2.94% | Add 18.67% | 215,540 | 33,910 | |
VOOV | Vanguard S&P 500 Value ETF | 2025-03-31 | Add Add | +0.41% | 179.71 ($187.11) 192.06 | $190.36 | 1.74% | Add 72.79% | 9,156 | 3,857 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +0.32% | 51.89 ($52.37) 52.82 | $52.52 | 0.29% | Add 68.46% | 26,180 | 10,639 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Add Add | +0.31% | 51.45 ($55.7) 58.51 | $54.03 | -3.00% | Add 68.8% | 25,414 | 10,358 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.30% | 217.89 ($238.81) 252.64 | $240.64 | 0.77% | Add 9.41% | 27,409 | 2,357 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.29% | 442.66 ($486.15) 534.52 | $478.03 | -1.67% | Reduce -2.47% | 43,744 | -1,108 | |
IBMN |
iShares iBonds Dec 2025 Term Muni Bond ETF
iShares iBonds Dec 2025 Term Muni Bond ETF
| 2025-03-31 | Add Add | +0.29% | 26.63 ($26.7) 26.75 | $26.74 | 0.15% | Add 235.71% | 27,199 | 19,097 |
BEACON FINANCIAL PLANNING, INC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
BEACON FINANCIAL PLANNING, INC's Hypothetical Growth since 2025-03-31
BEACON FINANCIAL PLANNING, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BEACON FINANCIAL PLANNING, INC's Holdings Heat Map
Size field:
BEACON FINANCIAL PLANNING, INC's Holdings Bubble Chart
BEACON FINANCIAL PLANNING, INC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers