Beacon Selective Risk ETF Holdings
BSR was created on 2023-04-17 by Beacon. The fund's investment portfolio concentrates primarily on target outcome asset allocation. BSR is an active fund-of-funds, specifically from Vanguard, seeking capital appreciation by investing in US equities while attempting to minimize losses in volatile markets. The fund utilizes a potential risk mitigation strategy to exit specific sectors into fixed-income securities.
Last Updated: 2 days, 21 hours ago
Last reported holdings - Beacon Selective Risk ETF
| Ticker | Name | Est. Value |
|---|---|---|
|
BSV
|
Vanguard Short-Term Bond ETF | $5.3 million |
|
VPU
|
Vanguard Utilities ETF | $3.0 million |
|
VDC
|
Vanguard Consumer Staples ETF | $2.9 million |
|
VOX
|
Vanguard Communication Services ETF | $2.7 million |
|
VGT
|
Vanguard Information Technology ETF | $2.7 million |
|
BIV
|
Vanguard Interm-Term Bond ETF | $2.7 million |
|
VTIP
|
Vanguard Short-Term Infl-Prot Secs ETF | $2.7 million |
|
VCR
|
Vanguard Consumer Discretionary ETF | $2.6 million |
|
VIS
|
Vanguard Industrials ETF | $2.5 million |
|
VFH
|
Vanguard Financials ETF | $2.4 million |
|
None
|
Cash & Cash Equivalents | $171020 |
Recent Changes - Beacon Selective Risk ETF
| Date | Ticker | Name | Change (Shares) |
|---|