StockDriftsStockDriftsTop 50 Beacon Financial Strategies Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.66% | 97.0K | $31.1M | -3.17%(-3.17K) | $218.02(+63.74%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 17.43% | 790.2K | $30.7M | +0.00%(+0) | $26980.00(-99.84%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 13.4% | 297.7K | $23.6M | +3.20%(+9.23K) | $79.72(-0.96%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.85% | 88.5K | $17.4M | -5.34%(-4.99K) | $138.22(+49.41%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.52% | 234.1K | $15.0M | +2.43%(+5.56K) | $52.98(+30.20%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.96% | 40.1K | $10.5M | -3.02%(-1.25K) | $216.31(+32.54%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.8% | 35.6K | $10.2M | +0.07%(+24) | $57.37(+35.43%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.66% | 129.3K | $10.0M | +1.42%(+1.81K) | $63.58(+31.19%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.59% | 138.2K | $8.1M | +1.50%(+2.05K) | $58.67(-0.67%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 0.9% | 22.2K | $1.6M | +0.00%(+0) | $47124.70(-99.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.37% | +38.13% |
| Top 20 Holdings Unweighted | +11.85% | +39.93% |
Sign up free to track Beacon Financial Strategies Corp, compare funds side by side, and get alerts the moment positions change.