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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2022-07-01 (Q2 2022) | Holdings: 11 | Value: $180.9M | 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 | 48.27% | $87.3M | +71.63% | -1.88% | +19.29% | ||
| IEF - iShs Brclys 7-10Tsy | Reduce 6% $(3.2M) | 28.81% | $52.1M | +1.84% | -6.05% | -5.19% | |
| SCHR - Schwab Inter Tsy | Add 12% ($1.5M) | 7.90% | $14.3M | +6.59% | -4.54% | -3.28% | |
| VEU - Vanguard FTSE All | Add 1% ($127.0K) | 5.69% | $10.3M | +52.32% | -6.27% | +16.04% | |
| BIL - SPDR Brcy 1-3 Tsy | Add 53% ($2.4M) | 3.89% | $7.0M | +14.58% | +0.42% | +3.59% | |
| SCHB - Schwab US Brd | Add 52% ($2.0M) | 3.16% | $5.7M | +72.02% | -1.95% | +19.32% | |
| SCHF - Schwab Intl Equity | Add 9% ($202.9K) | 1.38% | $2.5M | +57.32% | -6.15% | +20.27% | |
| AAPL - Apple | Add 2% ($10.2K) | 0.30% | $548.0K | +49.65% | +3.54% | +40.53% | |
| SPY - SPDRS&P 500 | Add 2% ($12.8K) | 0.30% | $542.0K | +74.31% | -2.07% | +20.00% | |
| MSFT - Microsoft | 0.15% | $271.0K | +111.25% | -5.82% | +33.22% | ||
| IVV - iShs S&P 500 | 0.13% | $235.0K | +74.73% | -2.07% | +20.12% | ||
| VOO - Vanguard S&P 500 | Reduce 100% | 0.00% | $0.00 | ||||