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Beacon Wealthcare LLC 13F Holdings
Holdings from the most recent 13F from Beacon Wealthcare LLC
Filed: 2025-07-08 (Q2 2025) | Holdings: 25 | Value: $265.2M | 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 | 53.30% | $141.3M | +0.78% | ||||
| IEF - iShs 7-10 ys Tsy | Reduce 1% $(273.7K) | 13.88% | $36.8M | +1.69% | |||
| SCHR - Schwab Inter Tsy | Add 1% ($197.4K) | 11.09% | $29.4M | ||||
| VEU - Vanguard FTSE All | Add 2% ($258.4K) | 6.43% | $17.0M | -0.04% | |||
| SCHB - Schwb US Broad | Reduce 1% $(130.3K) | 4.08% | $10.8M | ||||
| SHY - iShs Lehman 1-3Tsy | Add 2% ($155.9K) | 2.91% | $7.7M | +0.60% | |||
| VTEB - Vanguard Tx Ex Bd | Add 6% ($380.6K) | 2.63% | $7.0M | +0.14% | |||
| SCHF - Schwab Intl Equity | 1.67% | $4.4M | -0.50% | ||||
| BIL - SPDR Brcy1-3 Ser | Reduce 17% $(610.9K) | 1.14% | $3.0M | +0.31% | |||
| VOO - Vanguard Indx | Add 223% ($741.3K) | 0.41% | $1.1M | +0.85% | |||
| AAPL - Apple | Add 1% ($11.7K) | 0.40% | $1.0M | -3.15% | |||
| SPY - SPDE S&P 500 | 0.32% | $847.7K | |||||
| VUG - Vanguard Indx Grw | 0.26% | $686.1K | +2.17% | ||||
| MSFT - Microsoft | Add 2% ($14.9K) | 0.25% | $661.6K | +5.49% | |||
| BND - Vanguard Bd Inx | Reduce 14% $(103.2K) | 0.25% | $659.3K | ||||
| VV - Vanguard Inx Lrg | 0.16% | $412.3K | +0.96% | ||||
| IVV - iShs Core S&P | Add 1% ($5.6K) | 0.14% | $380.0K | +0.86% | |||
| QUAL - iShs MSCI USA | 0.11% | $289.0K | |||||
| VGT - Vanguard Info Tech | Add 6% ($15.9K) | 0.10% | $263.3K | +1.40% | |||
| OMFL - Invesco Rusl 1000 | 0.09% | $243.3K | +0.19% | ||||
| QQQ - Invesco QQQ Tr | New Purchase | 0.09% | $234.4K | +1.04% | |||
| XOM - Exxon Mobil | Add 8% ($15.4K) | 0.08% | $218.1K | -5.86% | |||
| SCHX - Schwab Stratgc Tr | New Purchase | 0.08% | $217.3K | +0.89% | |||
| VB - Vanguard Indx Fd | New Purchase | 0.08% | $213.3K | -0.67% | |||
| AGG - iShs Tr | New Purchase | 0.08% | $209.1K | +1.40% | |||
| DUK - Duke Energy | Reduce 100% | 0.00% | $0.00 | ||||