Beacon Financial Strategies CORP
    Stock Holdings

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    13F Holdings

    $192.84 million

    $ Current Holdings

    30

    # Current Holdings

    0

    # Positions Opened

    16

    # Positions Increased

    0

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Jun 2026
    Mar 2026
    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    VFINXVanguard 500 Index Fund$81,863,304382,849382,849264,920274,396273,245292,945287,936292,790281,869
    DFAEDimensional - Emerging Core Equity Market ETF$37,864,293834,835834,835832,920831,083826,592853,836854,667849,166849,457
    VEVFXVanguard Explorer Value Fund$32,101,184443,334443,334435,920424,643420,039408,043410,215393,512382,409