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CIK: 0001966066
Total reported value
$294.6M
$294.6M
48 檔
33.1%
During the Q4 2024 filing period, Beacon Financial Planning, Inc (CIK: 0001966066) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $294.6M across 48 reported positions.
In Q4 2024, Beacon Financial Planning, Inc displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.13% | -0.27% | -1.66% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.37% | +1.09% | -1.32% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.83% | -1.01% | -0.91% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.94% | -0.09% | -0.05% | |
| 5 | GTO | Invesco Total Return Bond Et | ETF-Other | 6.53% | -0.71% | -5.90% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 6.36% | -0.40% | -6.02% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.10% | -0.02% | +1.16% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.50% | +0.12% | +13.82% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.89% | -0.09% | +233.65% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.23% | — | +41.06% | |
| 11 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 2.18% | -0.11% | +42.77% | |
| 12 | WELL | Welltower Inc | Stock-Real Estate | 1.92% | +0.03% | +94.55% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.78% | +0.03% | -0.99% | |
| 14 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 1.57% | -0.12% | +2.64% | |
| 15 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.54% | -0.10% | -0.48% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.50% | +1.32% | +4.83% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.05% | +20.13% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.81% | -0.19% | -31.14% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.03% | +0.06% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.76% | +0.86% | +178.75% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.74% | +0.02% | +0.27% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.63% | -0.11% | +224.43% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | -0.16% | — | |
| 24 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.59% | — | +112.26% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.59% | +0.02% | +0.13% | |
| 26 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.03% | +160.78% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.56% | +0.10% | — | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.54% | -0.01% | +202.71% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.53% | -0.09% | +120.31% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.49% | +0.18% | +140.47% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.05% | +0.07% | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.47% | -0.12% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | -4.97% | |
| 34 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.33% | -0.04% | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | -0.01% | -1.70% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.01% | +0.16% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.24% | -0.01% | +1.34% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.24% | — | +15.64% | |
| 39 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.21% | -0.03% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.21% | -0.04% | -1.37% | |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.20% | — | +10.37% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.18% | — | — | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.16% | -0.01% | +0.56% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.01% | +0.07% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.02% | — | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.16% | -0.01% | — | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.15% | — | +1.11% | |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.13% | — | +6.47% |
According to official SEC Form 13F filings, Beacon Financial Planning, Inc reported a total U.S. public equity portfolio value of $294.6M across 48 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, BRK-B) accounted for 33.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
DYNF
市值: $962.1K
Top Position Liquidated / Trimmed
IBTE
前期市值: $784.9K
During Q4 2024, Beacon Financial Planning, Inc's top holdings by market value included IVV (18.1%)、QQQ (12.4%)、BRK-B (11.8%). The largest single position, IVV, represented 18.1% of total portfolio value.
In Q4 2024, Beacon Financial Planning, Inc made 46 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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