Beacon Financial Advisory LLC Diversified Active

CIK: 0001800502 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 8, 2020

Total Value ($000): $115,070 (100.0% shares, 0.0% debt)

Holdings (175)

AAPL APPLE INC 4.1%
Value ($000) $4,715 Shares 40,720 Est. Cost $98.79 Unrealized +7.3%
IVV ISHARES TR 2.7%
Value ($000) $3,108 Shares 9,251 Est. Cost $321.46 Unrealized
VT VANGUARD INTL EQUITY INDEX F 2.7%
Value ($000) $3,081 Shares 38,219 Est. Cost $80.13 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 2.5%
Value ($000) $2,833 Shares 55,780 Est. Cost $50.41 Unrealized
USMV ISHARES TR 2.2%
Value ($000) $2,500 Shares 39,237 Est. Cost $64.66 Unrealized
DGRO ISHARES TR 2.2%
Value ($000) $2,492 Shares 62,652 Est. Cost $42.06 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 2.0%
Value ($000) $2,327 Shares 73,978 Est. Cost $36.02 Unrealized
AOM ISHARES TR 2.0%
Value ($000) $2,257 Shares 54,986 Est. Cost $40.27 Unrealized
ACWV ISHARES INC 1.9%
Value ($000) $2,160 Shares 23,504 Est. Cost $95.39 Unrealized
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $2,052 Shares 6,129 Est. Cost $322.65 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $1,958 Shares 30,953 Est. Cost $60.04 Unrealized
EFAV ISHARES TR 1.5%
Value ($000) $1,747 Shares 25,649 Est. Cost $73.97 Unrealized
IJH ISHARES TR 1.5%
Value ($000) $1,705 Shares 9,201 Est. Cost $204.56 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $1,607 Shares 7,641 Est. Cost $168.02 Unrealized +19.5%
VIG VANGUARD SPECIALIZED FUNDS 1.3%
Value ($000) $1,455 Shares 11,312 Est. Cost $124.65 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 1.3%
Value ($000) $1,443 Shares 30,314 Est. Cost $49.29 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,424 Shares 41,493 Est. Cost $50.85 Unrealized -36.4%
IWM ISHARES TR 1.2%
Value ($000) $1,360 Shares 9,080 Est. Cost $162.72 Unrealized
EEMV ISHARES INC 1.2%
Value ($000) $1,353 Shares 24,528 Est. Cost $58.27 Unrealized
BND VANGUARD BD INDEX FDS 1.2%
Value ($000) $1,335 Shares 15,135 Est. Cost $84.60 Unrealized
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $1,304 Shares 16,527 Est. Cost $92.77 Unrealized
IVW ISHARES TR 1.1%
Value ($000) $1,273 Shares 5,511 Est. Cost $187.64 Unrealized
SPAB SPDR SER TR 1.1%
Value ($000) $1,264 Shares 41,053 Est. Cost $29.38 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $1,224 Shares 4,409 Est. Cost $219.90 Unrealized
SHY ISHARES TR 1.1%
Value ($000) $1,220 Shares 14,107 Est. Cost $86.14 Unrealized
VBR VANGUARD INDEX FDS 1.0%
Value ($000) $1,165 Shares 10,534 Est. Cost $136.11 Unrealized
VYM VANGUARD WHITEHALL FDS 1.0%
Value ($000) $1,146 Shares 14,164 Est. Cost $93.71 Unrealized
QUAL ISHARES TR 1.0%
Value ($000) $1,116 Shares 10,762 Est. Cost $101.41 Unrealized
TGT TARGET CORP 1.0%
Value ($000) $1,105 Shares 7,024 Est. Cost $99.09 Unrealized +19.8%
AMZN AMAZON COM INC 1.0%
Value ($000) $1,105 Shares 351 Est. Cost $91.98 Unrealized +71.4%
PFE PFIZER INC 0.9%
Value ($000) $1,075 Shares 29,297 Est. Cost $26.82 Unrealized +1.1%
MDIV FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,039 Shares 77,268 Est. Cost $18.17 Unrealized
ITOT ISHARES TR 0.8%
Value ($000) $865 Shares 11,469 Est. Cost $73.85 Unrealized
BOCT INNOVATOR ETFS TR 0.7%
Value ($000) $862 Shares 30,936 Est. Cost $26.21 Unrealized
POCT INNOVATOR ETFS TR 0.7%
Value ($000) $828 Shares 31,367 Est. Cost $25.19 Unrealized
T AT&T INC 0.7%
Value ($000) $824 Shares 28,918 Est. Cost $17.31 Unrealized -10.1%
INTU INTUIT 0.7%
Value ($000) $800 Shares 2,454 Est. Cost $251.66 Unrealized +20.3%
ABBV ABBVIE INC 0.7%
Value ($000) $799 Shares 9,130 Est. Cost $64.73 Unrealized +17.9%
IGRO ISHARES TR 0.7%
Value ($000) $796 Shares 14,579 Est. Cost $59.62 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $782 Shares 8,130 Est. Cost $93.63 Unrealized -8.7%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $758 Shares 5,093 Est. Cost $124.46 Unrealized +2.0%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $757 Shares 12,740 Est. Cost $42.53 Unrealized +0.1%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $742 Shares 1,372 Est. Cost $5.99 Unrealized +93.6%
ESGU ISHARES TR 0.6%
Value ($000) $732 Shares 9,616 Est. Cost $73.39 Unrealized
META FACEBOOK INC 0.6%
Value ($000) $697 Shares 2,663 Est. Cost $193.06 Unrealized +32.7%
IGSB ISHARES TR 0.6%
Value ($000) $685 Shares 12,491 Est. Cost $54.13 Unrealized
SLQD ISHARES TR 0.6%
Value ($000) $685 Shares 13,158 Est. Cost $51.28 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $679 Shares 13,123 Est. Cost $49.34 Unrealized -5.7%
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $671 Shares 4,569 Est. Cost $129.56 Unrealized
IEFA ISHARES TR 0.6%
Value ($000) $664 Shares 11,022 Est. Cost $65.19 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $643 Shares 15,127 Est. Cost $42.52 Unrealized
MTUM ISHARES TR 0.6%
Value ($000) $640 Shares 4,342 Est. Cost $127.90 Unrealized
ISTB ISHARES TR 0.6%
Value ($000) $640 Shares 12,422 Est. Cost $51.02 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $619 Shares 15,738 Est. Cost $37.60 Unrealized -1.4%
IJR ISHARES TR 0.5%
Value ($000) $599 Shares 8,533 Est. Cost $81.40 Unrealized
VGT VANGUARD WORLD FDS 0.5%
Value ($000) $595 Shares 1,912 Est. Cost $255.26 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $587 Shares 9,838 Est. Cost $52.75 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.5%
Value ($000) $579 Shares 3,566 Est. Cost $135.61 Unrealized +19.8%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $573 Shares 4,916 Est. Cost $100.29 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $572 Shares 4,527 Est. Cost $120.86 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $570 Shares 4,103 Est. Cost $105.98 Unrealized +9.8%
SPDW SPDR INDEX SHS FDS 0.5%
Value ($000) $566 Shares 19,364 Est. Cost $31.35 Unrealized
MMM 3M CO 0.5%
Value ($000) $565 Shares 3,530 Est. Cost $110.37 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $564 Shares 12,021 Est. Cost $44.17 Unrealized +1.0%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $555 Shares 4,564 Est. Cost $96.44 Unrealized -2.7%
STIP ISHARES TR 0.5%
Value ($000) $541 Shares 5,201 Est. Cost $102.61 Unrealized
GOVT ISHARES TR 0.5%
Value ($000) $539 Shares 19,286 Est. Cost $27.97 Unrealized
GAA CAMBRIA ETF TR 0.5%
Value ($000) $531 Shares 20,201 Est. Cost $27.19 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $529 Shares 13,461 Est. Cost $37.73 Unrealized
IWR ISHARES TR 0.4%
Value ($000) $501 Shares 8,742 Est. Cost $59.57 Unrealized
MINT PIMCO ETF TR 0.4%
Value ($000) $495 Shares 4,858 Est. Cost $101.48 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $493 Shares 2,274 Est. Cost $174.58 Unrealized
BWX SPDR SER TR 0.4%
Value ($000) $488 Shares 16,459 Est. Cost $28.79 Unrealized
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $481 Shares 2,242 Est. Cost $199.46 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $477 Shares 2,177 Est. Cost $181.40 Unrealized 0.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $470 Shares 3,792 Est. Cost $128.84 Unrealized -5.2%
MO ALTRIA GROUP INC 0.4%
Value ($000) $468 Shares 12,120 Est. Cost $28.35 Unrealized -4.1%
PWB INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $468 Shares 7,575 Est. Cost $61.78 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $466 Shares 5,431 Est. Cost $70.79 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $457 Shares 5,935 Est. Cost $67.34 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $456 Shares 7,569 Est. Cost $48.54 Unrealized +0.1%
WEN WENDYS CO 0.4%
Value ($000) $451 Shares 20,230 Est. Cost $21.21 Unrealized +3.9%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $446 Shares 3,200 Est. Cost $125.00 Unrealized 0.0%
EMLP FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $445 Shares 23,385 Est. Cost $25.40 Unrealized
MRK MERCK & CO. INC 0.4%
Value ($000) $441 Shares 5,322 Est. Cost $67.22 Unrealized -1.9%
GOOGL ALPHABET INC 0.4%
Value ($000) $439 Shares 300 Est. Cost $65.68 Unrealized +15.1%
ETN EATON CORP PLC 0.4%
Value ($000) $439 Shares 4,304 Est. Cost $80.35 Unrealized +11.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $439 Shares 1,296 Est. Cost $372.43 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $436 Shares 11,942 Est. Cost $37.56 Unrealized
NUE NUCOR CORP 0.4%
Value ($000) $435 Shares 9,700 Est. Cost $48.21 Unrealized -16.4%
D DOMINION ENERGY INC 0.4%
Value ($000) $429 Shares 5,447 Est. Cost $62.04 Unrealized 0.0%
PAYX PAYCHEX INC 0.4%
Value ($000) $429 Shares 5,385 Est. Cost $64.54 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $428 Shares 2,516 Est. Cost $156.49 Unrealized
V VISA INC 0.4%
Value ($000) $421 Shares 2,109 Est. Cost $173.85 Unrealized +10.6%
IGE ISHARES TR 0.4%
Value ($000) $419 Shares 21,175 Est. Cost $29.96 Unrealized
XSD SPDR SER TR 0.4%
Value ($000) $411 Shares 3,273 Est. Cost $108.82 Unrealized
DVY ISHARES TR 0.4%
Value ($000) $409 Shares 5,016 Est. Cost $103.93 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $406 Shares 3,912 Est. Cost $86.23 Unrealized 0.0%
GSY INVESCO ACTIVELY MANAGED ETF 0.4%
Value ($000) $405 Shares 8,022 Est. Cost $50.49 Unrealized
SOXX ISHARES TR 0.3%
Value ($000) $389 Shares 1,277 Est. Cost $277.71 Unrealized
KMX CARMAX INC 0.3%
Value ($000) $389 Shares 4,235 Est. Cost $94.07 Unrealized +6.2%
FV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $385 Shares 11,286 Est. Cost $31.56 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $385 Shares 11,806 Est. Cost $36.19 Unrealized
SPIP SPDR SER TR 0.3%
Value ($000) $383 Shares 12,438 Est. Cost $28.51 Unrealized
BAPR INNOVATOR ETFS TR 0.3%
Value ($000) $377 Shares 13,198 Est. Cost $27.89 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.3%
Value ($000) $373 Shares 52,420 Est. Cost $6.49 Unrealized
CRM SALESFORCE COM INC 0.3%
Value ($000) $370 Shares 1,474 Est. Cost $216.28 Unrealized 0.0%
PROSHARES TR 0.3%
Value ($000) $369 Shares 42,442 Est. Cost $8.69 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $369 Shares 3,423 Est. Cost $107.13 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $368 Shares 860 Est. Cost $118.07 Unrealized 0.0%
PLD PROLOGIS INC. 0.3%
Value ($000) $366 Shares 3,639 Est. Cost $74.39 Unrealized +15.8%
AOR ISHARES TR 0.3%
Value ($000) $365 Shares 7,546 Est. Cost $47.82 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $359 Shares 7,285 Est. Cost $40.79 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $355 Shares 3,506 Est. Cost $119.09 Unrealized
OSI ETF TR 0.3%
Value ($000) $346 Shares 9,549 Est. Cost $36.23 Unrealized
FLV AMERICAN CENTY ETF TR 0.3%
Value ($000) $343 Shares 7,159 Est. Cost $47.91 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $340 Shares 1,226 Est. Cost $194.99 Unrealized +21.9%
HON HONEYWELL INTL INC 0.3%
Value ($000) $335 Shares 2,040 Est. Cost $117.88 Unrealized +13.0%
GENERAL ELECTRIC CO 0.3%
Value ($000) $333 Shares 53,455 Est. Cost $7.98 Unrealized
IRM IRON MTN INC NEW 0.3%
Value ($000) $332 Shares 12,421 Est. Cost $22.21 Unrealized 0.0%
RPM RPM INTL INC 0.3%
Value ($000) $323 Shares 3,909 Est. Cost $72.53 Unrealized +12.6%
SPIB SPDR SER TR 0.3%
Value ($000) $315 Shares 8,577 Est. Cost $36.73 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $312 Shares 3,880 Est. Cost $94.38 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $311 Shares 4,867 Est. Cost $59.85 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $310 Shares 1,762 Est. Cost $177.15 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $301 Shares 2,552 Est. Cost $117.95 Unrealized
SPTM SPDR SER TR 0.3%
Value ($000) $299 Shares 7,334 Est. Cost $39.80 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $294 Shares 3,822 Est. Cost $70.34 Unrealized
IHI ISHARES TR 0.3%
Value ($000) $291 Shares 974 Est. Cost $298.77 Unrealized
MUNI PIMCO ETF TR 0.2%
Value ($000) $277 Shares 4,936 Est. Cost $55.10 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $276 Shares 1,358 Est. Cost $203.24 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.2%
Value ($000) $274 Shares 13,018 Est. Cost $26.12 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $274 Shares 1,589 Est. Cost $159.55 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $273 Shares 186 Est. Cost $64.55 Unrealized +17.3%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $273 Shares 890 Est. Cost $283.15 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $272 Shares 3,283 Est. Cost $80.56 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $270 Shares 2,296 Est. Cost $72.82 Unrealized +30.7%
EFG ISHARES TR 0.2%
Value ($000) $258 Shares 2,876 Est. Cost $89.71 Unrealized
IXJ ISHARES TR 0.2%
Value ($000) $256 Shares 3,571 Est. Cost $71.69 Unrealized
FDG AMERICAN CENTY ETF TR 0.2%
Value ($000) $253 Shares 3,915 Est. Cost $64.62 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $252 Shares 4,251 Est. Cost $59.28 Unrealized
XHE SPDR SER TR 0.2%
Value ($000) $250 Shares 2,577 Est. Cost $89.84 Unrealized
IYC ISHARES TR 0.2%
Value ($000) $242 Shares 971 Est. Cost $219.59 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $241 Shares 1,361 Est. Cost $168.36 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $241 Shares 1,572 Est. Cost $153.31 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $240 Shares 345 Est. Cost $208.25 Unrealized 0.0%
ILCG ISHARES TR 0.2%
Value ($000) $234 Shares 875 Est. Cost $234.29 Unrealized
RODM LATTICE STRATEGIES TR 0.2%
Value ($000) $233 Shares 9,015 Est. Cost $25.85 Unrealized
XNTK SPDR SER TR 0.2%
Value ($000) $232 Shares 1,955 Est. Cost $118.67 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $231 Shares 4,994 Est. Cost $32.76 Unrealized +14.8%
WMT WALMART INC 0.2%
Value ($000) $229 Shares 1,642 Est. Cost $41.31 Unrealized 0.0%
PPG PPG INDS INC 0.2%
Value ($000) $228 Shares 1,875 Est. Cost $105.30 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.2%
Value ($000) $224 Shares 3,912 Est. Cost $50.43 Unrealized +10.6%
IYK ISHARES TR 0.2%
Value ($000) $223 Shares 1,500 Est. Cost $148.67 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $220 Shares 1,957 Est. Cost $108.04 Unrealized
XSOE WISDOMTREE TR 0.2%
Value ($000) $219 Shares 6,528 Est. Cost $33.55 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.2%
Value ($000) $214 Shares 5,125 Est. Cost $41.76 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $214 Shares 2,285 Est. Cost $91.03 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $213 Shares 427 Est. Cost $49.77 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value ($000) $213 Shares 1,965 Est. Cost $92.34 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $209 Shares 3,528 Est. Cost $59.24 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $208 Shares 662 Est. Cost $298.08 Unrealized 0.0%
MUB ISHARES TR 0.2%
Value ($000) $205 Shares 1,774 Est. Cost $113.44 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $201 Shares 3,116 Est. Cost $64.51 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $200 Shares 3,881 Est. Cost $51.59 Unrealized
BLUEROCK RESIDENTIAL GWT REI 0.1%
Value ($000) $159 Shares 21,040 Est. Cost $7.94 Unrealized
KEY KEYCORP 0.1%
Value ($000) $157 Shares 13,179 Est. Cost $13.98 Unrealized -32.9%
PROSHARES TR 0.1%
Value ($000) $139 Shares 10,828 Est. Cost $12.84 Unrealized
GEO GEO GROUP INC NEW 0.1%
Value ($000) $136 Shares 12,045 Est. Cost $10.44 Unrealized 0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $109 Shares 16,381 Est. Cost $6.03 Unrealized -14.8%
SIRIUS XM HOLDINGS INC 0.1%
Value ($000) $104 Shares 19,457 Est. Cost $5.35 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $95 Shares 23,385 Est. Cost $3.82 Unrealized
HIGHLAND INCOME FD 0.1%
Value ($000) $86 Shares 10,115 Est. Cost $8.50 Unrealized
SACH SACHEM CAP CORP 0.1%
Value ($000) $85 Shares 21,479 Est. Cost $3.61 Unrealized
WIDEPOINT CORP 0.0%
Value ($000) $12 Shares 25,000 Est. Cost $0.48 Unrealized