Beacon Wealthcare
Latest statistics and disclosures from Beacon Wealthcare's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001849336
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Positions held by Beacon Wealthcare consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Beacon Wealthcare
Companies in the Beacon Wealthcare portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 50.6 | $95M | 458k | 206.69 | ||
| iShs Brclys 7-10Tsy Etf (IEF) | 31.7 | $59M | 526k | 112.93 | ||
| Vngrd FTSE AllWrd Etf (VEU) | 6.0 | $11M | 185k | 60.68 | ||
| Schwab Inter Tsy Etf (SCHR) | 4.3 | $8.1M | 144k | 56.41 | ||
| SPDR Brcy 1-3T Etf | 2.7 | $5.0M | 55k | 91.49 | ||
| Schwab US Brd Mkt Etf (SCHB) | 2.3 | $4.3M | 45k | 96.71 | ||
| Schwab Inter Eqty Etf (SCHF) | 1.4 | $2.6M | 70k | 37.62 | ||
| Apple (AAPL) | 0.4 | $661k | 5.4k | 122.07 | ||
| SPDR S&P 500 Etf (SPY) | 0.3 | $534k | 1.3k | 396.14 | ||
| Microsoft Corporation (MSFT) | 0.2 | $406k | 1.7k | 235.91 | ||
| Vanguard S&P 500 Etf (VOO) | 0.1 | $210k | 576.00 | 364.58 |
Past Filings by Beacon Wealthcare
SEC 13F filings are viewable for Beacon Wealthcare going back to 2021
- Beacon Wealthcare 2021 Q1 filed April 6, 2021