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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2023-04-06 (Q1 2023) | Holdings: 15 | Value: $191.3M | 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 | Add 1% ($755.6K) | 49.39% | $94.5M | +57.97% | +8.35% | +29.42% | |
| IEF - iShs Brclys 7-10Tsy | Add 1% ($427.0K) | 25.93% | $49.6M | +4.13% | -4.43% | -3.82% | |
| SCHR - Schwab Inter Tsy | Add 2% ($307.3K) | 6.63% | $12.7M | +7.60% | -3.12% | -0.94% | |
| VEU - Vanguard FTSE All | 5.95% | $11.4M | +35.84% | +1.44% | +13.85% | ||
| SCHB - Schwb US Broad | Add 10% ($655.3K) | 3.94% | $7.5M | +58.13% | +8.32% | +29.43% | |
| BIL - SPDR Brcy 1-3 Tsy | Add 25% ($1.2M) | 3.16% | $6.0M | +11.83% | +1.16% | +5.21% | |
| SCHF - Schwab Intl Equity | 1.54% | $2.9M | +35.67% | +1.54% | +15.11% | ||
| VTEB - Vanguard Muni | Add 15% ($321.8K) | 1.28% | $2.5M | +3.34% | -1.15% | +1.35% | |
| SHY - iShs Lehman 1-3Tsy | Reduce 24% $(463.7K) | 0.79% | $1.5M | +9.70% | -0.86% | +2.39% | |
| N/A - Apple | New Purchase | 0.57% | $1.1M | ||||
| SPY - SPDR S&P 500 | 0.30% | $572.2K | +59.14% | +8.26% | +29.42% | ||
| MSFT - Microsoft | Add 19% ($57.1K) | 0.19% | $361.5K | +85.72% | +16.86% | +48.02% | |
| IVV - iShs S&P 500 | 0.12% | $228.1K | +59.49% | +8.28% | +29.53% | ||
| VOO - Vanguard S&P 500 | 0.12% | $224.5K | +59.50% | +8.28% | +29.54% | ||
| XOM - Exxon Mobil | 0.11% | $213.1K | +0.96% | -9.34% | +8.79% | ||
| AAPL - Apple | Reduce 100% | 0.00% | $0.00 | ||||