$2.47 Billion is the total value of Beacon Capital Management, Inc.'s 58 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 40 | Q3 2023 | 97.0% |
| VANGUARD BD INDEX FDS | 40 | Q3 2023 | 33.7% |
| VANGUARD BD INDEX FDS | 40 | Q3 2023 | 32.9% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 9.7% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.7% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.3% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.7% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.3% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.1% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.7% |
View Beacon Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-07 |
| 13F-HR | 2022-01-04 |
View Beacon Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.