Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 4 | Q3 2023 | 23.1% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 16.5% |
INVESCO QQQ TR | 4 | Q3 2023 | 13.3% |
ISHARES TR | 4 | Q3 2023 | 11.7% |
INVESCO ACTIVELY MANAGED ETF | 4 | Q3 2023 | 11.7% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 10.0% |
TESLA INC | 4 | Q3 2023 | 3.8% |
ISHARES TR | 4 | Q3 2023 | 3.2% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 2.8% |
PIMCO ETF TR | 4 | Q3 2023 | 2.5% |
View BEACON FINANCIAL PLANNING, INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-19 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-16 |
View BEACON FINANCIAL PLANNING, 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.