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 FNDF IJH GTO VB SCHD QUAL 36 stocks	$147 Million 78.22% of portfolio	23	11	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$20.1 Million 10.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$7.79 Million 4.16% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$5.01 Million 2.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2.68 Million 1.43% of portfolio	2	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.46 Million 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$914,138 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$851,925 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$615,338 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts

Internet Content & Information \| Communication Services GOOG 1 stocks	$328,577 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$282,350 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$281,928 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$255,340 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$207,419 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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