Beacon Financial Strategies CORP - Portfolio overview

Beacon Financial Strategies CORP has 177 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 17.67%
2. DFAC - DIMENSIONAL ETF TRUST, 17.44%
3. VCSH - VANGUARD SCOTTSDALE FDS, 13.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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