Beacon Financial Planning, Inc New Holdings in Q3 2024

Beacon Financial Planning, Inc

  • $162 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.27K
New
$175.46 - $203.3 $399K - $462K
2.27K $461M
Pimco ETF Tr
15.9K
New
N/A
15.9K $423M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.03K
New
$175.0 - $190.72 $356K - $388K
2.03K $388M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.14K
New
$80.13 - $88.89 $332K - $368K
4.14K $365M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.26K
New
$49.7 - $56.11 $311K - $351K
6.26K $344M
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 12 Reductions 12 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