# EDGAR Filing Document

**Accession Number:** 0001966066
**File Stem:** 0001966066-23-000001
**Filing Date:** 2023-2
**Character Count:** 5837
**Document Hash:** 810e20e4e41ec677daa963b88b986383
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001966066-23-000001.hdr.sgml**: 20230216

**ACCESSION NUMBER**: 0001966066-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230216

**DATE AS OF CHANGE**: 20230215

**EFFECTIVENESS DATE**: 20230216

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BEACON FINANCIAL PLANNING, INC
- **CENTRAL INDEX KEY:** 0001966066
- **IRS NUMBER:** 473289125
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23117
- **FILM NUMBER:** 23636567

**BUSINESS ADDRESS:**
- **STREET 1:** 72 PINE STREET
- **CITY:** HYANNIS
- **STATE:** MA
- **ZIP:** 02601
- **BUSINESS PHONE:** 508-790-7039

**MAIL ADDRESS:**
- **STREET 1:** 72 PINE STREET
- **CITY:** HYANNIS
- **STATE:** MA
- **ZIP:** 02601

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BEACON FINANCIAL PLANNING INC<br>**Address:** 72 PINE STREET<br>HYANNIS, MA 02601

**Form 13F File Number:** 028-23117

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** MICHAELA G. HERLIHY<br>**Title:** PRESIDENT AND CHIEF COMPLIANCE OFFICER<br>**Phone:** (508) 790-7039

**Signature, Place, and Date of Signing:**

MICHAELA G. HERLIHY  HYANNIS, MA  02-15-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 22

**Form 13F Information Table Value Total:** $96486083

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE S ETF | 464287200 |  | 22242318 | 57891 | SH |  | SOLE |  | 0 | 0 | 57891 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 15958392 | 51662 | SH |  | SOLE |  | 0 | 0 | 51662 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 11318099 | 46790 | SH |  | SOLE |  | 0 | 0 | 46790 |
| INVESCO ACTIVELY MANAGED ETF | TOTAL RETURN | 46090A804 |  | 11278585 | 242707 | SH |  | SOLE |  | 0 | 0 | 242707 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 10852694 | 40757 | SH |  | SOLE |  | 0 | 0 | 40757 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 |  | 9475799 | 325965 | SH |  | SOLE |  | 0 | 0 | 325965 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 3073268 | 53097 | SH |  | SOLE |  | 0 | 0 | 53097 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2476547 | 13493 | SH |  | SOLE |  | 0 | 0 | 13493 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 2403263 | 26561 | SH |  | SOLE |  | 0 | 0 | 26561 |
| TESLA INC | COM | 88160R101 |  | 2094553 | 17004 | SH |  | SOLE |  | 0 | 0 | 17004 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 856670 | 13007 | SH |  | SOLE |  | 0 | 0 | 13007 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 707931 | 3938 | SH |  | SOLE |  | 0 | 0 | 3938 |
| APPLE INC | COM | 037833100 |  | 619090 | 4765 | SH |  | SOLE |  | 0 | 0 | 4765 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 542375 | 2044 | SH |  | SOLE |  | 0 | 0 | 2044 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 506081 | 1440 | SH |  | SOLE |  | 0 | 0 | 1440 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 486255 | 3202 | SH |  | SOLE |  | 0 | 0 | 3202 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 339974 | 5171 | SH |  | SOLE |  | 0 | 0 | 5171 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 |  | 306844 | 14095 | SH |  | SOLE |  | 0 | 0 | 14095 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 280150 | 5417 | SH |  | SOLE |  | 0 | 0 | 5417 |
| MICROSOFT CORP | COM | 594918104 |  | 256488 | 1070 | SH |  | SOLE |  | 0 | 0 | 1070 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 210646 | 2515 | SH |  | SOLE |  | 0 | 0 | 2515 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 200061 | 1379 | SH |  | SOLE |  | 0 | 0 | 1379 |

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