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Beam Wealth Advisors, Inc.

Q2 2023 Holdings

Filed 2023-07-26 | 104 holdings | $144.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(IWR)RUS MID CAP ETF464287499$8.5M116,4365.9%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$9.1M90,1106.3%
Ishares TR(SHY)1 3 YR TREAS BD464287457$10.4M128,8547.3%
Ishares TR(IVV)CORE S&P500 ETF464287200$11.4M25,4857.9%
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