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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2022-10-04 (Q3 2022) | Holdings: 11 | Value: $169.8M | 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 1% $(451.0K) | 48.65% | $82.6M | +71.31% | +1.52% | +13.83% | |
| IEF - iShs Brclys 7-10Tsy | Add 2% ($903.2K) | 29.32% | $49.8M | +8.83% | +1.21% | -3.59% | |
| SCHR - Schwab Inter Tsy | Reduce 4% $(572.0K) | 7.68% | $13.0M | +11.88% | +1.20% | -0.47% | |
| VEU - Vanguard FTSE All | Add 4% ($364.1K) | 5.59% | $9.5M | +58.76% | +11.32% | +13.53% | |
| BIL - SPDR Brcy 1-3 Tsy | Reduce 20% $(1.4M) | 3.30% | $5.6M | +14.07% | +0.87% | +4.55% | |
| SCHB - Schwab US Brd | Reduce 20% $(1.1M) | 2.57% | $4.4M | +71.94% | +1.60% | +14.06% | |
| SCHF - Schwab Intl Equity | Reduce 4% $(84.3K) | 1.27% | $2.2M | +63.97% | +13.08% | +17.17% | |
| SPY - SPDR S&P 500 | Add 235% ($1.2M) | 1.01% | $1.7M | +74.76% | +2.07% | +15.48% | |
| AAPL - Apple | Add 1% ($6.9K) | 0.33% | $561.0K | +42.90% | -13.08% | +22.12% | |
| MSFT - Microsoft | 0.14% | $246.0K | +119.52% | -9.37% | +31.08% | ||
| IVV - iShs S&P 500 | 0.13% | $222.0K | +75.22% | +2.11% | +15.59% | ||