Beacon Tactical Risk ETF Holdings
BTR was created on 2023-04-18 by Beacon. The fund's investment portfolio concentrates primarily on target outcome asset allocation. BTR is an active fund-of-funds seeking capital appreciation. The fund invests equally across US equity sectors, while attempting to minimize losses in volatile markets. The fund utilizes a stop-loss strategy to tactically shift the portfolio's exposure between equities and fixed income securities
Last Updated: 2 days, 21 hours ago
Last reported holdings - Beacon Tactical Risk ETF
| Ticker | Name | Est. Value |
|---|---|---|
|
VDE
|
Vanguard Energy ETF | $2.5 million |
|
VGT
|
Vanguard Information Technology ETF | $2.4 million |
|
VCR
|
Vanguard Consumer Discretionary ETF | $2.4 million |
|
VOX
|
Vanguard Communication Services ETF | $2.4 million |
|
VHT
|
Vanguard Health Care ETF | $2.4 million |
|
VNQ
|
Vanguard Real Estate ETF | $2.3 million |
|
VPU
|
Vanguard Utilities ETF | $2.3 million |
|
VAW
|
Vanguard Materials ETF | $2.3 million |
|
VIS
|
Vanguard Industrials ETF | $2.3 million |
|
VDC
|
Vanguard Consumer Staples ETF | $2.3 million |
|
VFH
|
Vanguard Financials ETF | $2.3 million |
|
None
|
Cash & Cash Equivalents | $77770 |
Recent Changes - Beacon Tactical Risk ETF
| Date | Ticker | Name | Change (Shares) |
|---|