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| Name: |
BEACON FINANCIAL PLANNING INC |
| City: |
HYANNIS |
| State: |
MA |
| Zip: |
02601 |
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data |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$532.56 |
$30,154,000 |
57,357 |
21.05% |
2,564,000 |
-407 |
0.001 |
Closed - End Fund - E... |
|
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BRK.B |
Berkshire Hathaway B |
2 |
- |
$403.90 |
$20,242,000 |
48,137 |
14.13% |
2,946,000 |
-356 |
0.003 |
Property & Casualty I... |
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GTO |
Invesco Total Return Bond ETF |
6 |
- |
$46.02 |
$12,459,000 |
266,166 |
8.7% |
-294,000 |
-3,789 |
1 |
N/A |
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IXUS |
Ishares Core Msci Total Int... |
8 |
- |
$69.36 |
$3,498,000 |
51,540 |
2.44% |
-112,000 |
-4,056 |
0.001 |
N/A |
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BOND |
Pimco Total Return Exchange... |
12 |
- |
$89.43 |
$2,271,000 |
24,720 |
1.59% |
-73,000 |
-631 |
0.071 |
N/A |
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JNJ |
Johnson & Johnson |
21 |
- |
$144.38 |
$819,000 |
5,180 |
0.57% |
-26,000 |
-210 |
0 |
Drug Manufacturers - ... |
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VOO |
Vanguard S&P 500 Etf |
24 |
- |
$487.12 |
$613,000 |
1,275 |
0.43% |
-3,000 |
-136 |
0 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
28 |
- |
$182.15 |
$393,000 |
2,176 |
0.27% |
12,000 |
-333 |
0 |
Internet Software & S... |
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VXUS |
Vanguard Total Internationa... |
30 |
- |
$61.62 |
$309,000 |
5,117 |
0.22% |
-23,000 |
-606 |
0.001 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
31 |
- |
$357.39 |
$297,000 |
864 |
0.21% |
-28,000 |
-181 |
0 |
Closed - End Fund - E... |
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GOOG |
Alphabet Inc |
34 |
- |
$178.02 |
$244,000 |
1,604 |
0.17% |
9,000 |
-64 |
0 |
Search Engines & Info... |
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