BEACON HILL WEALTH MANAGEMENT LTD. 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
DDIMENSIONAL ETF TRUSTDFAC	21.56%	—	$31.1M	701,602	$0	+701,602	New Buy
DDIMENSIONAL ETF TRUSTDCOR	19.75%	—	$28.5M	347,773	$0	+347,773	New Buy
DDIMENSIONAL ETF TRUSTDFIC	10.97%	—	$15.8M	424,886	$0	+424,886	New Buy
DDIMENSIONAL ETF TRUSTDFSD	9.43%	—	$13.6M	284,950	$0	+284,950	New Buy
DDIMENSIONAL ETF TRUSTDFGX	7.67%	—	$11.1M	206,600	$0	+206,600	New Buy
DDIMENSIONAL ETF TRUSTDFCF	7.2%	—	$10.4M	246,146	$0	+246,146	New Buy
DDIMENSIONAL ETF TRUSTDFEM	5.41%	—	$7.8M	192,156	$0	+192,156	New Buy
DDIMENSIONAL ETF TRUSTDGCB	4.78%	—	$6.9M	126,290	$0	+126,290	New Buy
DDIMENSIONAL ETF TRUSTDFSU	2.54%	—	$3.7M	78,481	$0	+78,481	New Buy
DDIMENSIONAL ETF TRUSTDFSI	2.12%	—	$3.1M	67,915	$0	+67,915	New Buy
DDIMENSIONAL ETF TRUSTDFSB	1.61%	—	$2.3M	44,461	$0	+44,461	New Buy
VVANGUARD TOTALBNDX	1.11%	—	$1.6M	33,166	$0	+33,166	New Buy
DDIMENSIONAL ETF TRUSTDFGR	1.07%	—	$1.5M	53,094	$0	+53,094	New Buy
DDIMENSIONAL ETF TRUSTDFSE	0.83%	—	$1.2M	24,539	$0	+24,539	New Buy
IISHARES CORE 1-5 YEAR USD BOND ETFISTB	0.7%	—	$1.0M	20,936	$0	+20,936	New Buy
VVANGUARD SCOTTSDALE FDSVGIT	0.7%	—	$1.0M	17,059	$0	+17,059	New Buy
CI&T INCCINT	0.43%	—	$616,691	184,638	$0	+184,638	New Buy
VVANGUARD INTL EQUITY INDEX FVT	0.37%	—	$539,594	3,438	$0	+3,438	New Buy
APPLE INCAAPL	0.35%	—	$501,461	1,733	$0	+1,733	New Buy
VVANGUARD INDEX FDSVOO	0.28%	—	$399,723	582	$0	+582	New Buy
IISHARES TRIVW	0.27%	—	$387,560	2,818	$0	+2,818	New Buy
MICROSOFT CORPMSFT	0.24%	—	$343,178	920	$0	+920	New Buy
FFRANKLIN TEMPLETON ETF TRFLJP	0.17%	—	$241,640	6,079	$0	+6,079	New Buy
GGLOBAL X FDSPAVE	0.16%	—	$223,896	3,800	$0	+3,800	New Buy
VVANGUARD TOTALBND	0.15%	—	$215,385	2,934	$0	+2,934	New Buy
SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY	0.15%	—	$211,002	300	$0	+300	New Buy
AAKEBIA THREAPEUTICS INCAKBA	0.02%	—	$22,800	20,000	$0	+20,000	New Buy

BEACON HILL WEALTH MANAGEMENT LTD.

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