The Analysis of BEACON FINANCIAL PLANNING, INC's Holdings
Currently, BEACON FINANCIAL PLANNING, INC holds 51 types of securities in its portfolio with a total value $207.3M. In the most recent quarter, they have increased their positions in N/A (+134.3K shares, valued at $8.8M), IXUS (+39.7K shares, valued at $3.4M), FNDF (+13.2K shares, valued at $595.2K); decreased their positions in N/A (-1.2K shares, valued at $606.2K), IVV (-452 shares, valued at $309.6K), N/A (-135 shares, valued at $82.9K); initiated new positions in N/A (+134.3K shares, valued at $8.8M), IXUS (+39.7K shares, valued at $3.4M), IBDT (+9.1K shares, valued at $231.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR49.0K shares-0.91%2025-12-312026-01-22
FNDF SCHWAB STRATEGIC TR327.4K shares4.19%2025-12-312026-01-22 IJH ISHARES TR199.5K shares0.44%2025-12-312026-01-22 GTO INVESCO ACTIVELY MANAGED EXC194.6K shares0.04%2025-12-312026-01-22 TSLA TESLA INC17.6K shares0.49%2025-12-312026-01-22 VB VANGUARD INDEX FDS27.9K shares4.98%2025-12-312026-01-22 SCHD SCHWAB STRATEGIC TR213.5K shares2.62%2025-12-312026-01-22 WELL WELLTOWER INC30.0K shares6.85%2025-12-312026-01-22 QUAL ISHARES TR22.4K shares1.57%2025-12-312026-01-22 XSHQ INVESCO EXCH TRADED FD TR II95.9K shares2.51%2025-12-312026-01-22 HYDB ISHARES TR73.2K shares2.80%2025-12-312026-01-22 DYNF BLACKROCK ETF TRUST56.7K shares17.26%2025-12-312026-01-22 IXUS ISHARES TR39.7K sharesnew addition2025-12-312026-01-22 SOXX ISHARES TR11.2K shares1.56%2025-12-312026-01-22 VFQY VANGUARD WELLINGTON FD19.0K shares0.76%2025-12-312026-01-22 NVDA NVIDIA CORPORATION13.2K shares0.10%2025-12-312026-01-22 VIGI VANGUARD WHITEHALL FDS24.9K shares22.64%2025-12-312026-01-22 VOOV VANGUARD ADMIRAL FDS INC10.9K shares14.06%2025-12-312026-01-22 MTUM ISHARES TR8.9K shares19.55%2025-12-312026-01-22 SPGP INVESCO EXCHANGE TRADED FD T17.8K shares-0.27%2025-12-312026-01-22 BINC BLACKROCK ETF TRUST II30.2K shares26.19%2025-12-312026-01-22 JEPQ J P MORGAN EXCHANGE TRADED F25.9K shares2.55%2025-12-312026-01-22 AAPL APPLE INC5.5K shares-4.28%2025-12-312026-01-22 ESGV VANGUARD WORLD FD12.2K shares0.25%2025-12-312026-01-22 DGRO ISHARES TR21.3K shares9.29%2025-12-312026-01-22 PYLD PIMCO ETF TR46.6K shares7.01%2025-12-312026-01-22 ISRG INTUITIVE SURGICAL INC2.0K shares0.10%2025-12-312026-01-22 BOND PIMCO ETF TR12.4K shares-5.76%2025-12-312026-01-22 VOT VANGUARD INDEX FDS4.0K shares0.23%2025-12-312026-01-22 FNDX SCHWAB STRATEGIC TR35.2K shares0.06%2025-12-312026-01-22 JNJ JOHNSON & JOHNSON4.6K shares0.07%2025-12-312026-01-22 VONG VANGUARD SCOTTSDALE FDS7.6K shares73.21%2025-12-312026-01-22 EFG ISHARES TR6.3K shares21.31%2025-12-312026-01-22 IBDR ISHARES TR25.3K shares170.08%2025-12-312026-01-22 VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.00%2025-12-312026-01-22 MSFT MICROSOFT CORP1.2K shares-0.17%2025-12-312026-01-22 ESGD ISHARES TR5.7K shares1.89%2025-12-312026-01-22 VUG VANGUARD INDEX FDS870 shares0.12%2025-12-312026-01-22 ALPHABET INC ALPHABET INC1.3K shares-4.67%2025-12-312026-01-22 IBTG ISHARES TR16.9K shares4.31%2025-12-312026-01-22 VXUS VANGUARD STAR FDS4.2K shares1.07%2025-12-312026-01-22 IVE ISHARES TR1.5K shares0.48%2025-12-312026-01-22 AMZN AMAZON COM INC1.3K shares-0.08%2025-12-312026-01-22 ECL ECOLAB INC1.0K shares-0.29%2025-12-312026-01-22 DIS DISNEY WALT CO2.2K shares0.00%2025-12-312026-01-22 IBDT ISHARES TR9.1K sharesnew addition2025-12-312026-01-22 EFA ISHARES TR2.2K sharesnew addition2025-12-312026-01-22 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available