Beacon Financial Planning, Inc Portfolio Holdings by Sector

Beacon Financial Planning, Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QQQ IJH GTO FNDF VB SCHD QUAL 35 stocks	$133 Million 78.28% of portfolio	24	11	4	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$20.3 Million 11.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$7.05 Million 4.15% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$3.29 Million 1.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.75 Million 1.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.31 Million 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$1.07 Million 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$811,313 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$514,096 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$273,321 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$269,630 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$267,359 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

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