Beacon Wealthcare
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 | |
| Apple (AAPL) | 0.4 | $823k | -11% | 4.6k | 177.52 | |
| 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 |
Past Filings by Beacon Wealthcare
SEC 13F filings are viewable for Beacon Wealthcare going back to 2021
- Beacon Wealthcare 2021 Q4 filed Jan. 7, 2022
- Beacon Wealthcare 2021 Q3 filed Oct. 5, 2021
- Beacon Wealthcare 2021 Q2 filed July 2, 2021
- Beacon Wealthcare 2021 Q1 filed April 6, 2021