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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2023-10-10 (Q3 2023) | Holdings: 16 | Value: $189.3M | 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 | Reduce 2% $(1.9M) | 49.96% | $94.6M | +46.49% | +10.12% | +34.26% | |
| IEF - iShs Brclys 7-10Tsy | 24.00% | $45.4M | +11.90% | +5.89% | +8.54% | ||
| SCHR - Schwab Inter Tsy | Add 2% ($250.5K) | 6.76% | $12.8M | +11.87% | +4.67% | +7.82% | |
| VEU - Vanguard FTSE All | 5.77% | $10.9M | +35.89% | +7.27% | +22.80% | ||
| SCHB - Schwb US Broad | Reduce 3% $(210.2K) | 3.90% | $7.4M | +46.88% | +10.19% | +34.45% | |
| BIL - SPDR Brcy 1-3 Tsy | Add 23% ($1.2M) | 3.42% | $6.5M | +9.09% | +1.38% | +5.40% | |
| VTEB - Vanguard Tx Ex Bd | Add 25% ($664.7K) | 1.77% | $3.4M | +7.63% | +6.75% | +8.60% | |
| SCHF - Schwab Intl Eqty | Reduce 2% $(67.5K) | 1.46% | $2.8M | +36.03% | +8.70% | +21.54% | |
| SHY - iShs Lehman 1-3Tsy | Add 9% ($141.2K) | 0.91% | $1.7M | +9.60% | +2.43% | +5.93% | |
| AAPL - Apple | 0.68% | $1.3M | +14.86% | +4.28% | +28.35% | ||
| BILS - SPDR 3-12 Tsy | Add 147% ($488.9K) | 0.43% | $821.5K | +9.18% | +1.47% | +5.49% | |
| SPY - SPDR S&P 500 | Reduce 11% $(67.5K) | 0.28% | $530.0K | +47.47% | +9.79% | +34.84% | |
| MSFT - Microsoft | 0.21% | $401.9K | +61.48% | +16.36% | +26.64% | ||
| VOO - Vanguard S&P 500 | Add 62% ($145.7K) | 0.20% | $380.1K | +47.70% | +9.83% | +34.96% | |
| IVV - iShs S&P 500 | 0.13% | $238.3K | +47.69% | +9.79% | +34.96% | ||
| XOM - Exxon Mobil | 0.12% | $228.5K | +6.54% | -6.91% | +19.62% | ||