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 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