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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2024-01-05 (Q4 2023) | Holdings: 16 | Value: $207.9M | 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 | 50.98% | $106.0M | +35.19% | +10.77% | +28.03% | ||
| IEF - iShs Brclys 7-10Tsy | Reduce 16% $(7.7M) | 19.29% | $40.1M | +6.32% | -1.79% | +0.20% | |
| SCHR - Schwab Inter Tsy | Add 42% ($5.5M) | 9.04% | $18.8M | +7.46% | -1.07% | +1.95% | |
| VEU - Vanguard FTSE All | Add 5% ($562.0K) | 5.95% | $12.4M | +27.12% | +6.53% | +8.29% | |
| SCHB - Schwb US Broad | Add 10% ($825.8K) | 4.36% | $9.1M | +35.41% | +10.83% | +28.22% | |
| VTEB - Vanguard Tx Ex Bd | Add 43% ($1.5M) | 2.45% | $5.1M | +1.02% | -0.92% | +1.77% | |
| SHY - iShs Lehman 1-3Tsy | Add 146% ($2.5M) | 2.05% | $4.3M | +7.31% | +0.16% | +4.06% | |
| BIL - SPDR Brcy1-3 Ser | Reduce 43% $(2.8M) | 1.75% | $3.6M | +7.69% | +1.31% | +5.14% | |
| SCHF - Schwab Intl Eqty | Add 6% ($172.4K) | 1.53% | $3.2M | +25.62% | +6.59% | +6.11% | |
| BND - Vanguard Bd | New Purchase | 0.85% | $1.8M | +7.28% | -0.80% | +2.20% | |
| AAPL - Apple | Reduce 33% $(481.3K) | 0.46% | $966.5K | +12.26% | -7.37% | +35.21% | |
| BILS - SPDR 3-12 Tsy | Add 8% ($64.3K) | 0.42% | $883.3K | +7.71% | +1.23% | +5.18% | |
| SPY - SPDR S&P 500 | Reduce 1% $(4.8K) | 0.28% | $584.5K | +36.59% | +11.08% | +28.73% | |
| VOO - Vanguard S&P 500 | Add 11% ($47.2K) | 0.23% | $470.0K | +36.78% | +11.10% | +28.88% | |
| MSFT - Microsoft | Reduce 8% $(36.9K) | 0.21% | $441.8K | +44.53% | +15.18% | +16.72% | |
| IVV - iShs S&P 500 | 0.13% | $265.1K | +36.78% | +11.09% | +28.87% | ||
| XOM - Exxon Mobil | Reduce 100% | 0.00% | $0.00 | ||||