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Beacon Capital Management, Inc. 13F Holdings
Holdings from the most recent 13F from Beacon Capital Management, Inc.
Filed: 2025-02-11 (Q4 2024) | Holdings: 28 | Value: $2.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BIL - SPDR SER TR | Reduce 7% $(12.5M) | 7.76% | $179.2M | +2.95% | +1.01% | ||
| VCR - VANGUARD WORLD FD | Reduce 5% $(9.8M) | 7.36% | $169.9M | +6.21% | -4.60% | ||
| VOX - VANGUARD WORLD FD | Reduce 6% $(11.8M) | 7.36% | $169.9M | +13.57% | -6.34% | ||
| VFH - VANGUARD WORLD FD | Reduce 6% $(10.6M) | 7.31% | $168.8M | +4.65% | -1.42% | ||
| VGT - VANGUARD WORLD FD | Reduce 6% $(9.9M) | 7.24% | $167.1M | +25.31% | -3.39% | ||
| VPU - VANGUARD WORLD FD | Reduce 4% $(6.5M) | 7.04% | $162.5M | +19.60% | +2.64% | ||
| VIS - VANGUARD WORLD FD | Reduce 4% $(6.3M) | 6.90% | $159.3M | +15.17% | +1.54% | ||
| VDC - VANGUARD WORLD FD | Reduce 2% $(3.6M) | 6.54% | $151.0M | +0.09% | +0.39% | ||
| VNQ - VANGUARD INDEX FDS | Reduce 2% $(3.7M) | 6.42% | $148.2M | +5.60% | +0.41% | ||
| BSV - VANGUARD BD INDEX FDS | Add 737% ($122.0M) | 6.00% | $138.5M | +5.20% | +1.84% | ||
| VDE - VANGUARD WORLD FD | Reduce 2% $(2.2M) | 4.62% | $106.8M | +0.09% | -6.56% | ||
| VAW - VANGUARD WORLD FD | Reduce 28% $(40.3M) | 4.57% | $105.6M | +4.81% | -2.03% | ||
| VHT - VANGUARD WORLD FD | Reduce 27% $(38.7M) | 4.47% | $103.2M | +3.20% | -6.57% | ||
| QQQ - INVESCO QQQ TR | Add 8% ($7.0M) | 4.05% | $93.5M | +18.60% | -2.62% | ||
| SPY - SPDR S&P 500 ETF TR | Add 5% ($3.0M) | 2.72% | $62.9M | +14.02% | -2.41% | ||
| BIV - VANGUARD BD INDEX FDS | Add 49% ($20.4M) | 2.69% | $62.1M | +8.47% | +2.41% | ||
| VTIP - VANGUARD MALVERN FDS | Add 36% ($14.7M) | 2.43% | $56.0M | +4.91% | +1.77% | ||
| BSR - NORTHERN LTS FD TR II | 1.22% | $28.2M | +1.22% | -6.88% | |||
| BTR - NORTHERN LTS FD TR II | 1.14% | $26.3M | -6.07% | -14.27% | |||
| PSP - INVESCO EXCHANGE TRADED FD T | Reduce 3% $(607.4K) | 0.84% | $19.5M | +2.67% | -3.24% | ||
| BILS - SPDR SER TR | Reduce 6% $(621.1K) | 0.42% | $9.8M | +3.01% | +1.00% | ||
| CTA - SIMPLIFY EXCHANGE TRADED FUN | 0.23% | $5.2M | -4.01% | -4.75% | |||
| GLD - SPDR GOLD TR | 0.23% | $5.2M | +41.31% | +11.62% | |||
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(49.9K) | 0.17% | $3.8M | +9.67% | -2.84% | ||
| SPMO - INVESCO EXCH TRADED FD TR II | Reduce 1% $(48.0K) | 0.16% | $3.7M | +20.33% | +0.37% | ||
| BLV - VANGUARD BD INDEX FDS | Reduce 96% $(37.2M) | 0.07% | $1.5M | +9.02% | -0.09% | ||
| AAPL - APPLE INC | Reduce 2% $(11.3K) | 0.02% | $544.5K | +13.95% | -8.71% | ||
| CTAS - CINTAS CORP | 0.01% | $219.2K | -5.60% | +6.93% | |||
| EDV - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||