Beacon Financial Strategies CORP: 13F holdings
CIK 20842392026Q2
| Positions | 209 |
|---|
| Reported value | $201.2m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 209 (+32 vs prior quarter) |
|---|
| Reported value | $201.2m (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 98,471 | $36.4m | 18.1% |
| DIMENSIONAL ETF TRUST | 790,070 | $35.0m | 17.4% |
| VCSH VANGUARD SCOTTSDALE FDS | 302,407 | $23.9m | 11.9% |
| VTV VANGUARD INDEX FDS | 90,043 | $19.6m | 9.8% |
| VEA VANGUARD TAX-MANAGED FDS | 235,150 | $16.8m | 8.3% |
| VB VANGUARD INDEX FDS | 40,606 | $12.3m | 6.1% |
| VO VANGUARD INDEX FDS | 145,415 | $11.7m | 5.8% |
| VXUS VANGUARD STAR FDS | 130,455 | $11.2m | 5.5% |
| VGSH VANGUARD SCOTTSDALE FDS | 140,927 | $8.2m | 4.1% |
| DFUS DIMENSIONAL ETF TRUST | 22,239 | $1.8m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2084239")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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