Beacon Wealthcare

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

Tip: Access up to 7 years of quarterly data

Positions held by Beacon Wealthcare consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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