$116 Million is the total value of BEACON FINANCIAL PLANNING, INC's 32 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ECL | Exit | ECOLAB INC | $0 | – | -1,178 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
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.