account_balance
Investment manager · 13F filer · SEC CIK 2084239
Beacon Financial Strategies CORP
Reported value$203Mas of Sep 30, 2026
Positions240 37 new, 5 sold out
Top 10 weight87.9%VTI alone is 18%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
17.8%
DFACDimensional ETF Trust
17.3%
VCSHVanguard Scottsdale FDS
12.4%Added +8%
VTVVanguard Index FDS
9.3%Trimmed −3%
VEAVanguard Tax-Managed FDS
8.8%Added +8%
VBVanguard Index FDS
5.7%
VOVanguard Index FDS
5.7%
VXUSVanguard Star FDS
5.6%Added +3%
VGSHVanguard Scottsdale FDS
4.4%+9%
DFUS0.9%
AMZN0.8%VTIVanguard Index FDS
17.8%
DFACDimensional ETF Trust
17.3%
VCSHVanguard Scottsdale FDS
12.4%+8%
VTVVanguard Index FDS
9.3%−3%
VEAVanguard Tax-Managed FDS
8.8%+8%
VB5.7%
VO5.7%
VXUS5.6%
VGSH4.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 17.8% Held
DFAC Dimensional ETF Trust 17.3% Held
VCSH Vanguard Scottsdale FDS 12.4% Added +8%
VTV Vanguard Index FDS 9.3% Trimmed −3%
VEA Vanguard Tax-Managed FDS 8.8% Added +8%
VB Vanguard Index FDS 5.7% Held
VO Vanguard Index FDS 5.7% Held
VXUS Vanguard Star FDS 5.6% Added +3%
VGSH Vanguard Scottsdale FDS 4.4% Added +9%
DFUS Dimensional ETF Trust 0.9% Held
AMZN Amazon.com Inc 0.8% HeldAAPL Apple Inc. 0.5% Added +28%What changed
Biggest moves since Jun 30, 2026
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