Filling information for BEACON FINANCIAL PLANNING, INC as Treemap, investor disclosed 31 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 384172 | 5268 | |
| 037833100 | 037833100 | APPLE INC | COM | 1069545 | 5514 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 435492 | 2681 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 224478 | 3091 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 292654 | 1034 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 25901365 | 58113 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 412804 | 1212 | |
| 46436E874 | 46436E874 | ISHARES TR | IBONDS 24 TRM TS | 204802 | 8605 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 337632 | 2590 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 3535463 | 56459 | |
| 278865100 | 278865100 | ECOLAB INC | COM | 219921 | 1178 | |
| 46137V431 | 46137V431 | INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 236230 | 2602 | |
| 46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 698925 | 2044 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 17182308 | 50388 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 589011 | 1446 | |
| 67092P870 | 67092P870 | NUSHARES ETF TR | NUVEEN ESG US | 309879 | 14095 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 3039047 | 15280 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 4444855 | 16980 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 15670710 | 42420 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 222128 | 2328 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 951773 | 5750 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 12629295 | 48299 | |
| 72201R775 | 72201R775 | PIMCO ETF TR | ACTIVE BD ETF | 2431618 | 26540 | |
| 921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 930795 | 11880 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 224088 | 1390 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 200810 | 1660 | |
| 922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 813250 | 3952 | |
| 46090A804 | 46090A804 | INVESCO ACTIVELY MANAGED ETF | TOTAL RETURN | 12241671 | 263488 | |
| 808524755 | 808524755 | SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 11290007 | 349644 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 314745 | 5612 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 348381 | 824 |