Top 10 Stocks Held By Beacon Financial Planning Inc.
By Holdings Channel Staff, updated Saturday, May 4, 6:19 AM
In total we count 35 positions held by Beacon Financial Planning Inc. as of their latest 13F filing, but among those total Beacon Financial Planning Inc. holdings we've sorted out the top ten stocks held by Beacon Financial Planning Inc. by largest position size, and presented them here in slideshow form.
#10 . SCHD
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
33,612
$2,710 SCHD 33,612 $2,710
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
7,931
$604 SCHD 7,931 $604
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
5,056
$358 SCHD 5,056 $358
SCHD Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$358
$604
$2,710
09/30/2023 12/31/2023 03/31/2024
Share Count
5,056
7,931
33,612
09/30/2023 12/31/2023 03/31/2024
You are here:
See full list: All Stocks Held By Beacon Financial Planning Inc.
Top 10 Stocks Held By Beacon Financial Planning Inc. - Slide 1 of 10 | www.HoldingsChannel.com
Copyright © 2013 - 2024, All Rights Reserved
Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel
from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners.
None of the information contained herein constitutes a recommendation that any particular security, portfolio,
transaction, or investment strategy is suitable for any specific person. All viewers agree that under no
circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held
liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you
agree to the following Full Disclaimer & Terms of Use
and Privacy Policy . Video widget and videos powered by Market News Video . Quote data delayed at least 20
minutes; data powered by Ticker Technologies , and Mergent . Contact Holdings Channel ; Meet Our Editorial Staff .