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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2024-07-03 (Q2 2024) | Holdings: 19 | Value: $229.4M | 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% ($1.8M) | 52.89% | $121.3M | +15.63% | +4.73% | +14.30% | |
| IEF - iShs Brclys 7-10Tsy | 15.97% | $36.6M | +6.11% | +3.58% | +4.35% | ||
| SCHR - Schwab Inter Tsy | Add 16% ($3.3M) | 10.56% | $24.2M | +6.65% | +3.11% | +5.34% | |
| VEU - Vanguard FTSE All | Add 4% ($508.3K) | 5.95% | $13.7M | +15.62% | +5.25% | +14.64% | |
| SCHB - Schwb US Broad | Reduce 1% $(85.8K) | 4.36% | $10.0M | +15.71% | +4.66% | +14.43% | |
| SHY - iShs Lehman 1-3Tsy | Add 24% ($1.2M) | 2.79% | $6.4M | +5.73% | +2.17% | +5.06% | |
| VTEB - Vanguard Tx Ex Bd | Add 7% ($394.4K) | 2.47% | $5.7M | +0.73% | +1.95% | +0.67% | |
| SCHF - Schwab Intl Equity | Add 1% ($17.7K) | 1.46% | $3.4M | +15.37% | +3.41% | +14.69% | |
| BIL - SPDR Brcy1-3 Ser | Add 12% ($271.1K) | 1.09% | $2.5M | +4.94% | +1.30% | +4.61% | |
| AAPL - Apple | Reduce 1% $(7.8K) | 0.46% | $1.1M | -8.02% | +2.44% | -4.84% | |
| BILS - SPDR 3-12 Tsy | Add 1% ($10.1K) | 0.39% | $900.3K | +5.08% | +1.44% | +4.68% | |
| BND - Vanguard Bd Fd | Reduce 26% $(257.9K) | 0.33% | $746.2K | +6.22% | +3.55% | +4.67% | |
| SPY - SPDR S&P 500 | 0.31% | $717.8K | +15.23% | +4.16% | +13.89% | ||
| MSFT - Microsoft | Reduce 14% $(86.7K) | 0.24% | $546.2K | +15.71% | -9.31% | +9.12% | |
| ACN - Accenture PLC | 0.22% | $503.7K | -17.12% | +19.32% | +0.32% | ||
| VOO - Vanguard S&P 500 | Reduce 18% $(84.0K) | 0.16% | $374.2K | +15.32% | +4.17% | +13.97% | |
| IVV - iShs S&P 500 | 0.14% | $330.0K | +15.33% | +4.18% | +13.99% | ||
| XOM - Exxon Mobil | Add 5% ($11.9K) | 0.10% | $235.5K | -3.17% | +9.79% | +0.33% | |
| VGT - Vanguard World | New Purchase | 0.09% | $215.1K | +15.77% | -1.26% | +13.15% | |
| VB - Vanguard Sml Cap | Reduce 100% | 0.00% | $0.00 | ||||