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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2024-10-08 (Q3 2024) | Holdings: 27 | Value: $247.8M | 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% ($1.2M) | 52.28% | $129.6M | +10.49% | +2.01% | ||
| IEF - iShs Brclys 7-10Tsy | Add 1% ($364.3K) | 15.64% | $38.8M | +2.91% | -3.99% | ||
| SCHR - Schwab Inter Tsy | Add 7% ($1.6M) | 10.80% | $26.8M | +3.76% | -2.33% | ||
| VEU - Vanguard FTSE All | Add 4% ($520.6K) | 6.13% | $15.2M | +11.95% | -6.69% | ||
| SCHB - Schwb US Broad | Reduce 3% $(335.7K) | 4.14% | $10.3M | +10.56% | +2.02% | ||
| SHY - iShs Lehman 1-3Tsy | Add 7% ($431.7K) | 2.80% | $6.9M | +3.57% | +0.24% | ||
| VTEB - Vanguard Tx Ex Bd | Add 13% ($768.8K) | 2.64% | $6.5M | -1.02% | -1.28% | ||
| SCHF - Schwab Intl Equity | Add 1% ($29.2K) | 1.46% | $3.6M | +12.98% | -6.30% | ||
| BIL - SPDR Brcy1-3 Ser | Reduce 25% $(636.9K) | 0.75% | $1.9M | +3.56% | +1.18% | ||
| AAPL - Apple | Add 5% ($56.4K) | 0.50% | $1.2M | -9.59% | +5.27% | ||
| SPY - SPDE S&P 500 | Add 4% ($30.4K) | 0.32% | $787.1K | +10.59% | +1.62% | ||
| BND - Vanguard Bd Fd | 0.31% | $777.9K | +2.87% | -2.74% | |||
| VOO - Vanguard Indx | Add 63% ($246.9K) | 0.26% | $641.5K | +10.65% | +1.66% | ||
| ACN - Accenture PLC | Add 3% ($15.2K) | 0.24% | $602.0K | -30.30% | -2.71% | ||
| VUG - Vanguard Inx Gr | New Purchase | 0.24% | $600.9K | +17.12% | +5.83% | ||
| MSFT - Microsoft | Add 12% ($63.7K) | 0.24% | $589.5K | +27.65% | +0.94% | ||
| BILS - SPDR Ser Tr 3-12 | Reduce 49% $(443.6K) | 0.19% | $458.6K | +3.55% | +1.16% | ||
| VV - Vanguard Inx Lrg | New Purchase | 0.15% | $380.5K | +11.30% | +1.98% | ||
| IVV - iShs Core S&P | Add 6% ($20.2K) | 0.15% | $368.0K | +10.65% | +1.64% | ||
| QUAL - iShs MSCI USA | New Purchase | 0.12% | $286.0K | +3.22% | -1.45% | ||
| XOM - Exxon Mobil | Add 14% ($32.7K) | 0.11% | $272.5K | -8.94% | -11.15% | ||
| QQQM - Invesco Nsdq 100 | New Purchase | 0.11% | $261.3K | +15.10% | +3.92% | ||
| OMFL - Invesco Rusl 1000 | New Purchase | 0.09% | $223.1K | +9.57% | +1.67% | ||
| VGT - Vanguard World | 0.09% | $218.8K | +15.95% | +3.81% | |||
| VB - Vanguard Smlca | New Purchase | 0.08% | $210.4K | +3.91% | +1.75% | ||
| QQQ - Invesco QQQ | New Purchase | 0.08% | $208.9K | +15.06% | +3.89% | ||
| SCHX - Schwab Stratgc | New Purchase | 0.08% | $201.1K | +11.11% | +2.20% | ||