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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2025-01-03 (Q4 2024) | Holdings: 25 | Value: $246.5M | 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 | 53.66% | $132.3M | +5.41% | -15.53% | |||
| IEF - iShs Brclys 7-10Tsy | Reduce 1% $(484.1K) | 14.62% | $36.0M | +6.13% | +5.66% | ||
| SCHR - Schwab Inter Tsy | Add 110% ($14.2M) | 10.96% | $27.0M | +5.45% | +4.40% | ||
| VEU - Vanguard FTSE All | Add 1% ($205.9K) | 5.70% | $14.0M | +17.71% | -2.61% | ||
| SCHB - Schwb US Broad | Add 198% ($6.9M) | 4.23% | $10.4M | +5.42% | -15.58% | ||
| SHY - iShs Lehman 1-3Tsy | Add 7% ($509.0K) | 2.98% | $7.4M | +3.15% | +1.87% | ||
| VTEB - Vanguard Tx Ex Bd | Add 8% ($498.4K) | 2.81% | $6.9M | -0.68% | +0.15% | ||
| SCHF - Schwab Intl Equity | Add 113% ($1.8M) | 1.41% | $3.5M | +18.57% | -2.46% | ||
| BIL - SPDR Brcy1-3 Ser | Add 16% ($290.4K) | 0.87% | $2.2M | +2.43% | +1.04% | ||
| AAPL - Apple | Reduce 5% $(64.6K) | 0.51% | $1.3M | -16.74% | -22.81% | ||
| SPY - SPDE S&P 500 | 0.33% | $804.1K | +5.95% | -15.01% | |||
| BND - Vanguard Bd Fd | 0.30% | $744.7K | +4.97% | +3.83% | |||
| VUG - Vanguard Indx Grw | 0.26% | $642.3K | +7.07% | -20.56% | |||
| MSFT - Microsoft | Reduce 7% $(42.1K) | 0.22% | $535.3K | +23.78% | -15.76% | ||
| VV - Vanguard Inx Lrg | 0.16% | $389.7K | +6.22% | -15.26% | |||
| IVV - iShs Core S&P | Reduce 5% $(20.6K) | 0.14% | $355.0K | +5.99% | -15.02% | ||
| VOO - Vanguard Indx | Reduce 55% $(357.2K) | 0.12% | $298.0K | +5.99% | -14.80% | ||
| QUAL - iShs MSCI USA | Reduce 1% $(2.5K) | 0.11% | $281.5K | +2.48% | -13.53% | ||
| XOM - Exxon Mobil | Reduce 7% $(18.0K) | 0.09% | $232.1K | +0.88% | -2.74% | ||
| VGT - Vangurad World | 0.09% | $231.9K | +6.89% | -25.24% | |||
| OMFL - Invesco Rusl 1000 | 0.09% | $228.3K | +5.79% | -10.37% | |||
| QQQ - Invesco QQQ | Reduce 1% $(1.5K) | 0.09% | $217.3K | +7.20% | -19.22% | ||
| VB - Vanguard Smlca | 0.09% | $213.1K | -0.89% | -17.82% | |||
| SCHX - Schwab Stratgc | Add 200% ($137.4K) | 0.08% | $206.1K | +5.92% | -15.33% | ||
| VIG - Vanguard Spcl Div | New Purchase | 0.07% | $179.2K | +5.67% | -9.56% | ||
| ACN - Accenture PLC | Reduce 100% | 0.00% | $0.00 | ||||
| QQQM - Invesco Nsdq 100 | Reduce 100% | 0.00% | $0.00 | ||||
| BILS - SPDR Ser Tr 3-12 | Reduce 100% | 0.00% | $0.00 | ||||