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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2023-07-11 (Q2 2023) | Holdings: 16 | Value: $196.1M | 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% $(2.0M) | 51.01% | $100.0M | +42.82% | -3.16% | +25.71% | |
| IEF - iShs Brclys 7-10Tsy | Reduce 1% $(609.6K) | 24.34% | $47.7M | +7.46% | -4.74% | +2.33% | |
| SCHR - Schwab Inter Tsy | Add 4% ($505.7K) | 6.58% | $12.9M | +9.87% | -2.24% | +3.91% | |
| VEU - Vanguard FTSE All | Reduce 2% $(180.9K) | 5.82% | $11.4M | +30.74% | -4.78% | +15.21% | |
| SCHB - Schwb US Broad | Reduce 3% $(273.6K) | 4.01% | $7.9M | +43.04% | -3.19% | +25.77% | |
| BIL - SPDR Brcy 1-3 Tsy | New Purchase | 2.69% | $5.3M | +10.50% | +1.35% | +5.39% | |
| SCHF - Schwab Intl Equity | Reduce 1% $(42.5K) | 1.51% | $3.0M | +30.33% | -5.16% | +15.04% | |
| VTEB - Vanguard Muni | Add 16% ($380.9K) | 1.43% | $2.8M | +4.14% | -3.32% | +3.85% | |
| SHY - iShs Lehman 1-3Tsy | Add 6% ($92.4K) | 0.80% | $1.6M | +10.22% | +0.48% | +4.71% | |
| AAPL - Apple | New Purchase | 0.74% | $1.5M | +8.05% | -4.60% | +22.19% | |
| SPY - SPDR S&P 500 | 0.32% | $619.6K | +44.42% | -2.51% | +27.20% | ||
| MSFT - Microsoft | Add 2% ($7.2K) | 0.22% | $434.2K | +59.23% | -1.41% | +35.80% | |
| BILS - SPDE 3-12 Tsy | New Purchase | 0.17% | $332.7K | +10.60% | +1.34% | +5.37% | |
| IVV - iShs S&P 500 | 0.13% | $247.4K | +44.67% | -2.48% | +27.32% | ||
| VOO - Vanguard S&P 500 | 0.12% | $243.1K | +44.68% | -2.47% | +27.30% | ||
| XOM - Exxon Mobil | 0.11% | $208.4K | +7.37% | +0.32% | +9.59% | ||
| BIL - SPDR Brcy 1-3 Tsy | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - Apple | Reduce 100% | 0.00% | $0.00 | ||||