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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2022-04-05 (Q1 2022) | Holdings: 12 | Value: $203.0M | 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 | Reduce 2% $(2.7M) | 52.17% | $105.9M | +44.24% | -14.48% | -8.15% | |
| IEF - iShs Brclys 7-10Tsy | Reduce 6% $(3.5M) | 28.65% | $58.1M | +1.37% | -1.43% | -1.88% | |
| SCHR - Schwab Inter Tsy | Add 24% ($2.6M) | 6.52% | $13.2M | +6.81% | -0.49% | -0.07% | |
| VEU - Vanguard FTSE All | 5.77% | $11.7M | +30.62% | -13.49% | -3.30% | ||
| BIL - SPDR Brcy 1-3 Tsy | Reduce 2% $(116.2K) | 2.26% | $4.6M | +14.70% | +0.10% | +2.54% | |
| SCHB - Schwab US Brd | Add 104% ($2.3M) | 2.24% | $4.5M | +44.53% | -14.48% | -8.18% | |
| SCHF - Schwab Intl Equity | Reduce 3% $(78.7K) | 1.32% | $2.7M | +33.70% | -14.24% | -0.94% | |
| AAPL - Apple | Reduce 15% $(122.2K) | 0.34% | $687.0K | +19.79% | -16.96% | -3.89% | |
| SPY - SPDRS&P 500 | 0.31% | $634.0K | +47.25% | -13.87% | -6.88% | ||
| MSFT - Microsoft | Reduce 24% $(101.6K) | 0.16% | $326.0K | +77.72% | -12.57% | -3.52% | |
| IVV - iShs S&P 500 | 0.14% | $281.0K | +47.58% | -13.88% | -6.87% | ||
| VOO - Vanguard S&P 500 | 0.12% | $239.0K | +47.59% | -13.87% | -6.87% | ||
| VGT - Vanguard Infor | Reduce 100% | 0.00% | $0.00 | ||||