Beacon Financial Planning, Inc Incresed Positions in Q1 2025

Beacon Financial Planning, Inc

  • $174 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
44.6K
+ 366.37%
$46.82 - $47.8 $2.09M - $2.13M
56.8K $2.67B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33.9K
+ 18.67%
$27.01 - $28.54 $916K - $968K
216K $6.03B
WELL
Welltower Inc.

Real Estate
1.78K
+ 6.82%
$124.05 - $156.86 $221K - $279K
27.9K $4.27B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
19.5K
+ 104.05%
$48.06 - $53.73 $939K - $1.05M
38.3K $1.87B
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.86K
+ 72.79%
$179.71 - $192.06 $693K - $741K
9.16K $1.69B
Blackrock ETF Trust Ii
10.6K
+ 68.46%
N/A
26.2K $1.37B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
19.1K
+ 235.71%
$26.63 - $26.75 $509K - $511K
27.2K $728M
DGRO
Ishares Core Dividend Growth E

ETFs
7.75K
+ 152.33%
$60.46 - $64.42 $468K - $499K
12.8K $793M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.4K
+ 68.8%
$51.45 - $58.51 $533K - $606K
25.4K $1.32B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.67K
+ 19.88%
$78.97 - $85.82 $211K - $229K
16.1K $1.33B
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
11.9K
+ 13.42%
$37.78 - $43.82 $448K - $520K
100K $3.96B
EFG
Msci Eafe Growth ETF

ETFs
2.03K
+ 47.57%
$96.1 - $106.37 $195K - $216K
6.3K $630M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.07K
+ 16.82%
$196.12 - $229.48 $209K - $245K
7.4K $1.5B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.72K
+ 8.0%
$168.16 - $186.21 $289K - $320K
23.2K $3.96B
VB
Vanguard Small Cap ETF

ETFs
2.36K
+ 9.41%
$217.89 - $252.64 $514K - $595K
27.4K $6.08B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.16%
$58.01 - $64.46 $406 - $451
4.46K $277M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
93
+ 0.59%
$22.77 - $22.94 $2.12K - $2.13K
16K $366M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
46
+ 0.33%
$25.05 - $25.16 $1.15K - $1.16K
14.1K $355M
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.42%
$185.78 - $198.58 $1.11K - $1.19K
1.44K $274M
FNDX
Schwab Fundamental U S Large C

ETFs
99
+ 0.25%
$23.03 - $25.01 $2.28K - $2.48K
39.3K $928M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.18%
$507.05 - $563.67 $1.01K - $1.13K
1.11K $571M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$369.1 - $427.61 $369 - $428
868 $322M
VOT
Vanguard Mid Cap Growth Index

ETFs
6
+ 0.15%
$237.72 - $276.98 $1.43K - $1.66K
3.99K $976M
MSFT
Microsoft Corp

Technology
1
+ 0.08%
$375.39 - $447.2 $375 - $447
1.22K $458M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
32
+ 0.26%
$96.93 - $109.51 $3.1K - $3.5K
12.1K $1.19B
VFQY
Vanguard Wellington Fd U S Qua

ETFs
331
+ 1.73%
$131.8 - $147.86 $43.6K - $48.9K
19.4K $2.6B
AAPL
Apple Inc.

Technology
3
+ 0.06%
$209.68 - $247.1 $629 - $741
5.24K $1.16B
NVDA
Nvidia Corp

Technology
44
+ 0.34%
$106.98 - $149.43 $4.71K - $6.57K
13.1K $1.42B
Activity Summary
Buys All Purchases 29 New Holdings 0 Increased Positions 29 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beacon Financial Planning, Inc Portfolio

Follow Beacon Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email