Latest statistics and disclosures from Beacon Wealthcare's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IEF, VEU, SCHR, SCHB, and represent 95.30% of Beacon Wealthcare's stock portfolio.
- Added to shares of these 7 stocks: SCHR, SCHF, IVV, VEU, VGT, SCHB, VTI.
- Started 2 new stock positions in VGT, IVV.
- Reduced shares in these 4 stocks: IEF, SPDR Barclays Capital 1-3 Month T-, AAPL, SPY.
- Beacon Wealthcare was a net buyer of stock by $2.9M.
- Beacon Wealthcare has $220M in assets under management (AUM), dropping by 6.15%.
- Central Index Key (CIK): 0001849336
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Portfolio Holdings for Beacon Wealthcare
Companies in the Beacon Wealthcare portfolio as of the December 2021 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Vanguard Ttl Stk Etf (VTI)||52.4||$115M||477k||241.44|
|iShs Brclys 7-10Tsy Etf (IEF)||30.0||$66M||574k||115.00|
|Vngrd FTSE AllWrd Etf (VEU)||5.7||$13M||+2%||204k||61.28|
|Schwab Inter Tsy Etf (SCHR)||5.1||$11M||+44%||200k||56.14|
|Schwab US Brd Mkt Etf (SCHB)||2.1||$4.7M||+4%||42k||113.00|
|SPDR Brcy 1-3T Etf||2.1||$4.7M||-9%||52k||91.42|
|Schwab Intl Equity Etf (SCHF)||1.3||$2.9M||+11%||75k||38.87|
|SPDRS&P 500 Etf (SPY)||0.3||$655k||1.4k||467.86|
|Microsoft Corporation (MSFT)||0.2||$466k||1.4k||336.46|
|iShs S&P 500 Etf (IVV)||0.1||$296k||NEW||620.00||477.42|
|Vanguard S&P 500 Etf (VOO)||0.1||$251k||576.00||435.76|
|Vanguard Infor Etf (VGT)||0.1||$212k||NEW||462.00||458.87|