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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2021-10-05 (Q3 2021) | Holdings: 11 | Value: $207.1M | 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 3% ($3.4M) | 51.11% | $105.8M | +47.26% | +7.28% | -14.11% | |
| IEF - iShs Brclys 7-10Tsy | Add 6% ($3.9M) | 32.50% | $67.3M | -7.38% | -1.54% | -15.66% | |
| VEU - Vngrd FTSE AllWrd | Add 7% ($835.0K) | 5.87% | $12.2M | +26.84% | +3.36% | -20.93% | |
| SCHR - Schwab Inter Tsy | Reduce 2% $(124.3K) | 3.79% | $7.8M | -1.09% | -1.71% | -12.12% | |
| BIL - SPDR Brcy 1-3T | Reduce 11% $(629.6K) | 2.51% | $5.2M | +14.68% | -0.01% | +0.55% | |
| SCHB - Schwab US Brd Mkt | Reduce 7% $(298.3K) | 2.00% | $4.1M | +47.82% | +7.38% | -14.04% | |
| SCHF - Schwab Inter Eqty | Reduce 4% $(113.7K) | 1.26% | $2.6M | +30.56% | +4.32% | -21.27% | |
| AAPL - Apple | Reduce 3% $(24.3K) | 0.36% | $742.0K | +48.45% | +23.50% | +4.86% | |
| SPY - SPDR S&P 500 | Add 2% ($12.0K) | 0.29% | $603.0K | +54.31% | +9.39% | -11.75% | |
| MSFT - Microsoft | Reduce 20% $(94.6K) | 0.19% | $390.0K | +90.54% | +10.03% | -12.92% | |
| VOO - Vanguard S&P 500 | 0.11% | $227.0K | +54.70% | +9.38% | -11.74% | ||
| FNDX - Schwab Fundmtl US | Reduce 100% | 0.00% | $0.00 | ||||
| SCHX - Schwab US Large | Reduce 100% | 0.00% | $0.00 | ||||
| SCHA - Schwab US Small | Reduce 100% | 0.00% | $0.00 | ||||