The Analysis of BEACON FINANCIAL PLANNING, INC's Holdings
Currently, BEACON FINANCIAL PLANNING, INC holds 53 types of securities in its portfolio with a total value $193.1M. In the most recent quarter, they have increased their positions in IDYN (+40.4K shares, valued at $3.3M), FNDF (+9.6K shares, valued at $411.0K), VIGI (+3.1K shares, valued at $274.7K); decreased their positions in BRK.B (-1.2K shares, valued at $596.8K), QQQ (-617 shares, valued at $370.4K), IJH (-5.2K shares, valued at $341.9K); initiated new positions in IDYN (+40.4K shares, valued at $3.3M), DIS (+2.2K shares, valued at $255.3K), AVGO (+651 shares, valued at $214.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR49.4K shares-0.97%2025-09-302025-10-28
QQQ INVESCO QQQ TR38.6K shares-1.57%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL40.0K shares-2.88%2025-09-302025-10-28 FNDF SCHWAB STRATEGIC TR314.3K shares3.14%2025-09-302025-10-28 IJH ISHARES TR198.6K shares-2.57%2025-09-302025-10-28 GTO INVESCO ACTIVELY MANAGED EXC194.5K shares-2.02%2025-09-302025-10-28 TSLA TESLA INC17.5K shares0.00%2025-09-302025-10-28 VB VANGUARD INDEX FDS26.6K shares-0.35%2025-09-302025-10-28 SCHD SCHWAB STRATEGIC TR208.0K shares0.31%2025-09-302025-10-28 WELL WELLTOWER INC28.1K shares3.09%2025-09-302025-10-28 QUAL ISHARES TR22.0K shares-1.67%2025-09-302025-10-28 XSHQ INVESCO EXCH TRADED FD TR II93.6K shares-0.77%2025-09-302025-10-28 HYDB ISHARES TR71.2K shares6.04%2025-09-302025-10-28 IDYN BLACKROCK ETF TRUST40.4K sharesnew addition2025-09-302025-10-28 SOXX ISHARES TR11.0K shares1.57%2025-09-302025-10-28 DYNF BLACKROCK ETF TRUST48.3K shares10.58%2025-09-302025-10-28 VFQY VANGUARD WELLINGTON FD18.9K shares2.16%2025-09-302025-10-28 NVDA NVIDIA CORPORATION13.2K shares0.28%2025-09-302025-10-28 SPGP INVESCO EXCHANGE TRADED FD T17.9K shares-1.21%2025-09-302025-10-28 MTUM ISHARES TR7.5K shares5.41%2025-09-302025-10-28 VOOV VANGUARD ADMIRAL FDS INC9.6K shares0.72%2025-09-302025-10-28 VIGI VANGUARD WHITEHALL FDS20.3K shares17.78%2025-09-302025-10-28 AAPL APPLE INC5.7K shares1.44%2025-09-302025-10-28 JEPQ J P MORGAN EXCHANGE TRADED F25.2K shares2.48%2025-09-302025-10-28 ESGV VANGUARD WORLD FD12.2K shares0.23%2025-09-302025-10-28 DGRO ISHARES TR19.5K shares8.06%2025-09-302025-10-28 BINC BLACKROCK ETF TRUST II23.9K shares1.26%2025-09-302025-10-28 BOND PIMCO ETF TR13.1K shares-0.37%2025-09-302025-10-28 VOT VANGUARD INDEX FDS4.0K shares0.10%2025-09-302025-10-28 PYLD PIMCO ETF TR43.5K shares2.49%2025-09-302025-10-28 IBTF ISHARES TR40.6K shares0.42%2025-09-302025-10-28 FNDX SCHWAB STRATEGIC TR35.2K shares0.26%2025-09-302025-10-28 ISRG INTUITIVE SURGICAL INC2.0K shares0.00%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON4.6K shares0.28%2025-09-302025-10-28 IBMN ISHARES TR27.3K shares0.15%2025-09-302025-10-28 VOO VANGUARD INDEX FDS1.1K shares-5.04%2025-09-302025-10-28 MSFT MICROSOFT CORP1.2K shares-2.06%2025-09-302025-10-28 EFG ISHARES TR5.2K shares-2.00%2025-09-302025-10-28 VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.00%2025-09-302025-10-28 VONG VANGUARD SCOTTSDALE FDS4.4K shares95.86%2025-09-302025-10-28 ESGD ISHARES TR5.6K shares0.00%2025-09-302025-10-28 VUG VANGUARD INDEX FDS869 shares0.12%2025-09-302025-10-28 IBTG ISHARES TR16.2K shares0.66%2025-09-302025-10-28 IBDQ ISHARES TR14.3K shares0.76%2025-09-302025-10-28 GOOG ALPHABET INC1.3K shares-2.81%2025-09-302025-10-28 VXUS VANGUARD STAR FDS4.1K shares0.34%2025-09-302025-10-28 IVE ISHARES TR1.5K shares0.42%2025-09-302025-10-28 ECL ECOLAB INC1.0K shares0.59%2025-09-302025-10-28 AMZN AMAZON COM INC1.3K shares4.48%2025-09-302025-10-28 DIS DISNEY WALT CO2.2K sharesnew addition2025-09-302025-10-28 IBDR ISHARES TR9.4K shares0.48%2025-09-302025-10-28 AVGO BROADCOM INC651 sharesnew addition2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.658 sharesnew addition2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available