Beacon Wealthcare

Latest statistics and disclosures from Beacon Wealthcare's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IEF, SCHR, VEU, SCHB, and represent 89.74% of Beacon Wealthcare's stock portfolio.
  • Added to shares of these 10 stocks: SCHR, VTI, SHY, VEU, VTEB, BIL, VGT, SCHF, XOM, BILS.
  • Started 1 new stock position in VGT.
  • Reduced shares in these 7 stocks: BND, VB, IEF, MSFT, SCHB, VOO, AAPL.
  • Sold out of its position in VB.
  • Beacon Wealthcare was a net buyer of stock by $6.8M.
  • Beacon Wealthcare has $229M in assets under management (AUM), dropping by 4.61%.
  • Central Index Key (CIK): 0001849336

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Portfolio Holdings for Beacon Wealthcare

Beacon Wealthcare holds 19 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ttl Stk Etf (VTI) 52.9 $121M 454k 267.51
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iShs Brclys 7-10Tsy Etf (IEF) 16.0 $37M 391k 93.65
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Schwab Inter Tsy Etf (SCHR) 10.6 $24M +15% 497k 48.77
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Vanguard FTSE All Etf (VEU) 6.0 $14M +3% 233k 58.64
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Schwb US Broad Etf (SCHB) 4.4 $10M 159k 62.87
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iShs Lehman 1-3Tsy Etf (SHY) 2.8 $6.4M +23% 78k 81.65
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Vanguard Tx Ex Bd Etf (VTEB) 2.5 $5.7M +7% 113k 50.11
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Schwab Intl Equity Etf (SCHF) 1.5 $3.4M 87k 38.42
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SPDR Brcy1-3 Ser Etf (BIL) 1.1 $2.5M +12% 27k 91.78
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Apple (AAPL) 0.5 $1.1M 5.1k 210.63
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SPDR 3-12 Tsy Etf (BILS) 0.4 $900k 9.1k 99.37
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Vanguard Bd Etf (BND) 0.3 $746k -25% 10k 72.05
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SPDR S&P 500 Etf (SPY) 0.3 $718k 1.3k 544.16
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Microsoft Corporation (MSFT) 0.2 $546k -13% 1.2k 446.95
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Accenture (ACN) 0.2 $504k 1.7k 303.41
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Vanguard S&P 500 Etf (VOO) 0.2 $374k -18% 748.00 500.26
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iShs S&P 500 Etf (IVV) 0.1 $330k 603.00 547.23
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Exxon Mobil Corporation (XOM) 0.1 $236k +5% 2.0k 115.11
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Vanguard World Etf (VGT) 0.1 $215k NEW 373.00 576.59
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Past Filings by Beacon Wealthcare

SEC 13F filings are viewable for Beacon Wealthcare going back to 2021