Beacon Financial Strategies CORP

Q2 2021 13F Holdings Report, Stock Holdings

Signature - Title
Nathan Hymiller - President
Location
Raleigh, NC
Holdings as of
30 Jun 2021
Value $
$117,199,342
Num holdings
32
Filing time
25 Sep 2025, 14:27:18 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, DFAC, VCSH, VTV, and BND.
Next filing
Q3 2021 - 25 Sep 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Nathan Hymiller President Raleigh, North Carolina 22 Sep 2025