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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2023-02-10 (Q4 2022) | Holdings: 15 | Value: $178.0M | 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 | 49.32% | $87.8M | +55.97% | +0.06% | +23.22% | ||
| IEF - iShs Brclys 7-10Tsy | Reduce 4% $(2.2M) | 26.69% | $47.5M | +7.48% | +3.86% | +0.48% | |
| SCHR - Schwab Inter Tsy | Reduce 8% $(986.8K) | 6.78% | $12.1M | +10.40% | +3.52% | +2.46% | |
| VEU - Vanguard FTSE All | Reduce 1% $(56.1K) | 6.00% | $10.7M | +35.21% | +1.29% | +7.91% | |
| SCHB - Schwb US Broad | Add 38% ($1.8M) | 3.62% | $6.4M | +56.35% | +0.01% | +23.28% | |
| BIL - SPDR Brcy 1-3 Tsy | Reduce 14% $(782.6K) | 2.70% | $4.8M | +12.63% | +1.10% | +5.12% | |
| SCHF - Schwab Intl Equity | Add 10% ($247.6K) | 1.53% | $2.7M | +35.94% | +2.53% | +9.67% | |
| VTEB - Vanguard Muni | New Purchase | 1.17% | $2.1M | +4.57% | +0.55% | +3.34% | |
| SHY - iShs Lehman 1-3Tsy | New Purchase | 1.09% | $1.9M | +11.37% | +2.02% | +3.95% | |
| AAPL - Apple | Add 2% ($9.7K) | 0.30% | $537.4K | +35.96% | +15.10% | +24.64% | |
| SPY - SPDR S&P 500 | Reduce 71% $(1.3M) | 0.30% | $534.5K | +58.92% | +1.22% | +24.44% | |
| MSFT - Microsoft | 0.14% | $253.3K | +101.19% | +16.16% | +56.53% | ||
| XOM - Exxon Mobile | New Purchase | 0.12% | $214.3K | -1.56% | -10.13% | -10.06% | |
| IVV - iShs S&P 500 | Reduce 10% $(25.0K) | 0.12% | $213.2K | +59.26% | +1.22% | +24.54% | |
| VOO - Vanguard S&P 500 | New Purchase | 0.12% | $209.8K | +59.26% | +1.22% | +24.55% | |