
Top Holdings by value as of 2025-12-31:VANGUARD WORLD FD - $1.1B (58%)VANGUARD BD INDEX FDS - $156.1M (8%)INVESCO QQQ TR - $134.1M (7%)SPDR S&P 500 ETF TR - $87.5M (5%)SPDR SERIES TRUST - $80.3M (4%)When compared to holdings as of 2025-09-30:New Positions:* BITWISE FUNDS TRUST* FS SPECIALTY LENDING FD* GLOBAL X FDS - GLOBAL X COPPER* J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF* PROSHARES TR - PSHS ULT HLTHCRE* ... and 3 moreClosed Positions:* ABBOTT LABS* ABBVIE INC* CINTAS CORP* COHEN & STEERS INFRASTRUCTUR - RIGHT 10/16/2025* EXCHANGE TRADED CONCEPTS TRU* ... and 16 moreIncrease Position by 25% or more:* AIM ETF PRODUCTS TRUST* ALPHABET INC* BNY MELLON ETF TRUST* BONDBLOXX ETF TRUST - BLOOMBERG ONE YR* BONDBLOXX ETF TRUST - BLOOMBERG TEN YR* ... and 11 moreReduce Position by 25% or more:* ANGEL OAK FUNDS TRUST* BITWISE BITCOIN ETF TR* BITWISE ETHEREUM ETF* BONDBLOXX ETF TRUST - BLOOMBERG SIX MN* CAMBRIA ETF TR* ... and 22 moreBeacon Capital Management, Inc. is headquartered in Dayton, OH.Source via /r/edgar_news https://ift.tt/4LnIhos



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