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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2024-04-12 (Q1 2024) | Holdings: 19 | Value: $219.3M | 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 | 52.96% | $116.1M | +23.24% | +8.94% | +4.98% | ||
| IEF - iShs Brclys 7-10Tsy | Reduce 6% $(2.2M) | 16.95% | $37.2M | +9.74% | +4.17% | +6.65% | |
| SCHR - Schwab Inter Tsy | Add 14% ($2.5M) | 9.62% | $21.1M | +9.71% | +3.58% | +7.06% | |
| VEU - Vanguard FTSE All | Add 2% ($219.5K) | 6.00% | $13.1M | +21.37% | +6.08% | +5.99% | |
| SCHB - Schwb US Broad | Reduce 1% $(133.4K) | 4.47% | $9.8M | +23.44% | +8.99% | +5.00% | |
| VTEB - Vanguard Tx Ex Bd | Add 5% ($263.6K) | 2.43% | $5.3M | +2.08% | +1.68% | +0.14% | |
| SHY - iShs Lehman 1-3Tsy | Add 22% ($931.2K) | 2.36% | $5.2M | +7.40% | +2.04% | +5.98% | |
| SCHF - Schwab Intl Equity | Add 1% ($38.5K) | 1.55% | $3.4M | +19.99% | +5.07% | +5.03% | |
| BIL - SPDR Brcy1-3 Ser | Reduce 39% $(1.4M) | 1.02% | $2.2M | +6.20% | +1.31% | +4.85% | |
| BND - Vanguard Bd | Reduce 42% $(735.5K) | 0.46% | $1.0M | +9.33% | +3.63% | +6.09% | |
| BILS - SPDR 3-12 Tsy | Add 1% ($4.7K) | 0.41% | $890.6K | +6.34% | +1.33% | +4.98% | |
| AAPL - Apple | Add 2% ($13.5K) | 0.40% | $874.4K | +16.42% | +33.85% | +16.03% | |
| SPY - SPDR S&P 500 | Add 7% ($46.5K) | 0.31% | $689.8K | +23.82% | +9.36% | +5.99% | |
| MSFT - Microsoft | Add 21% ($101.4K) | 0.27% | $595.7K | +24.88% | +6.61% | -8.40% | |
| ACN - Accenture PLC | New Purchase | 0.26% | $575.4K | -20.04% | +1.02% | -6.68% | |
| VOO - Vanguard S&P 500 | Reduce 15% $(76.9K) | 0.20% | $440.4K | +23.96% | +9.39% | +6.05% | |
| IVV - iShs S&P 500 | Add 9% ($25.2K) | 0.14% | $317.0K | +23.95% | +9.39% | +6.02% | |
| XOM - Exxon Mobil | New Purchase | 0.10% | $225.9K | -7.61% | -4.08% | -11.74% | |
| VB - Vanguard Sml Cap | New Purchase | 0.09% | $202.8K | +12.64% | +5.06% | -3.18% | |