10,000+ stock pitches from top investors available on joinyellowbrick.com
Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2022-01-07 (Q4 2021) | Holdings: 13 | Value: $219.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VTI - Vanguard Ttl Stk | 52.35% | $115.1M | +39.02% | -3.77% | -15.77% | ||
| IEF - iShs Brclys 7-10Tsy | Reduce 2% $(1.2M) | 30.00% | $66.0M | -5.38% | -7.10% | -10.65% | |
| VEU - Vngrd FTSE AllWrd | Add 2% ($278.6K) | 5.69% | $12.5M | +23.04% | -6.02% | -11.15% | |
| SCHR - Schwab Inter Tsy | Add 45% ($3.5M) | 5.11% | $11.2M | +1.00% | -5.53% | -7.59% | |
| SCHB - Schwab US Brd Mkt | Add 4% ($200.9K) | 2.14% | $4.7M | +39.25% | -3.81% | -15.90% | |
| BIL - SPDR Brcy 1-3T | Reduce 9% $(486.6K) | 2.14% | $4.7M | +14.70% | -0.01% | +1.44% | |
| SCHF - Schwab Intl Equity | Add 11% ($300.3K) | 1.33% | $2.9M | +26.00% | -5.81% | -10.36% | |
| AAPL - Apple | Reduce 12% $(107.8K) | 0.37% | $823.0K | +22.27% | +0.73% | -22.58% | |
| SPY - SPDRS&P 500 | 0.30% | $655.0K | +42.66% | -2.97% | -14.81% | ||
| MSFT - Microsoft | 0.21% | $466.0K | +75.62% | -3.85% | -25.93% | ||
| IVV - iShs S&P 500 | New Purchase | 0.13% | $296.0K | +43.00% | -2.95% | -14.83% | |
| VOO - Vanguard S&P 500 | 0.11% | $251.0K | +43.00% | -2.93% | -14.83% | ||
| VGT - Vanguard Infor | New Purchase | 0.10% | $212.0K | +63.71% | -6.93% | -23.64% | |