| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 29.3% |
| SPDR DOW JONES INDL AVERAGE | 7 | Q3 2023 | 9.3% |
| VANGUARD ADMIRAL FDS INC | 7 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 9.2% |
| VANGUARD WORLD FDS | 7 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 12.8% |
| VANGUARD MALVERN FDS | 7 | Q3 2023 | 12.7% |
| INVESCO QQQ TR | 7 | Q3 2023 | 4.1% |
| VANGUARD WORLD FDS | 7 | Q3 2023 | 6.0% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 3.1% |
View Beacon Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-16 |
View Beacon Capital Management, LLC'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.