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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2021-04-06 (Q1 2021) | Holdings: 11 | Value: $187.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VTI - Vanguard Ttl Stk | New Purchase | 50.59% | $94.7M | +55.24% | +6.60% | +7.80% | |
| IEF - iShs Brclys 7-10Tsy | New Purchase | 31.71% | $59.4M | -5.70% | +2.97% | -6.95% | |
| VEU - Vngrd FTSE AllWrd | New Purchase | 5.99% | $11.2M | +25.23% | +3.46% | -4.41% | |
| SCHR - Schwab Inter Tsy | New Purchase | 4.33% | $8.1M | -0.45% | +1.37% | -6.59% | |
| BIL - SPDR Brcy 1-3T | New Purchase | 2.70% | $5.0M | +14.60% | -0.04% | -0.09% | |
| SCHB - Schwab US Brd Mkt | New Purchase | 2.31% | $4.3M | +55.95% | +6.69% | +8.05% | |
| SCHF - Schwab Inter Eqty | New Purchase | 1.41% | $2.6M | +30.68% | +4.15% | -2.26% | |
| AAPL - Apple | New Purchase | 0.35% | $661.0K | +65.07% | +15.09% | +37.62% | |
| SPY - SPDR S&P 500 | New Purchase | 0.29% | $534.0K | +64.24% | +7.38% | +12.01% | |
| MSFT - Microsoft | New Purchase | 0.22% | $406.0K | +120.66% | +13.22% | +22.60% | |
| VOO - Vanguard S&P 500 | New Purchase | 0.11% | $210.0K | +64.71% | +7.39% | +12.08% | |