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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2021-07-02 (Q2 2021) | Holdings: 14 | Value: $202.0M | 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 | Add 1% ($702.1K) | 50.90% | $102.8M | +45.44% | -1.31% | -13.94% | |
| IEF - iShs Brclys 7-10Tsy | Add 5% ($2.8M) | 31.46% | $63.5M | -7.78% | -0.16% | -9.56% | |
| VEU - Vngrd FTSE AllWrd | Add 1% ($75.3K) | 5.83% | $11.8M | +20.72% | -3.96% | -19.90% | |
| SCHR - Schwab Inter Tsy | Reduce 2% $(170.6K) | 3.96% | $8.0M | -1.39% | -0.10% | -7.54% | |
| BIL - SPDR Brcy 1-3T | Add 15% ($781.3K) | 2.88% | $5.8M | +14.65% | -0.02% | +0.06% | |
| SCHB - Schwab US Brd Mkt | Reduce 4% $(203.8K) | 2.21% | $4.5M | +45.92% | -1.36% | -13.83% | |
| SCHF - Schwab Inter Eqty | Add 1% ($17.1K) | 1.38% | $2.8M | +25.26% | -3.00% | -19.65% | |
| AAPL - Apple | 0.37% | $742.0K | +48.04% | -0.52% | +1.64% | ||
| SPY - SPDR S&P 500 | Add 2% ($12.0K) | 0.29% | $589.0K | +53.20% | -0.87% | -10.69% | |
| MSFT - Microsoft | 0.23% | $466.0K | +96.22% | +2.02% | -4.69% | ||
| SCHX - Schwab US Large | New Purchase | 0.16% | $329.0K | +50.05% | -1.12% | -12.80% | |
| VOO - Vanguard S&P 500 | 0.11% | $227.0K | +53.60% | -0.82% | -10.69% | ||
| FNDX - Schwab Fundmtl US | New Purchase | 0.11% | $221.0K | +44.63% | -0.82% | -5.42% | |
| SCHA - Schwab US Small | New Purchase | 0.10% | $204.0K | +5.23% | -3.09% | -22.90% | |