Beacon Capital Management, Inc.

The portfolio is characterized by a highly disciplined, rules-based approach to diversification, heavily reliant on Exchange Traded Funds (ETFs). ETFs constitute approximately 91.8% of the total portfolio value ($1.47B). The strategy appears to be a "Core and Satellite" model, where a massive "core" is built on equal-weighted sector exposure, supplemented by "satellite" positions in fixed income, managed futures, and commodities. The firm avoids single-stock concentration risk, with only negligible allocations to individual equities (e.g., PECO).

Key Holdings

The top ten positions are dominated entirely by Vanguard sector-specific ETFs, revealing a distinct "Equal Weight" sector philosophy. Unlike a standard market-cap weighted portfolio (which would be heavily skewed toward Technology and Financials), Beacon Capital has constructed a portfolio where each sector represents roughly 7% to 8% of the total assets.