BW

Beacon Wealthcare LLC

13F
Beacon Wealthcare LLC
Last update 2024-10-08 27 Stocks (8 new)
Value $248.00 Mil Turnover 3 %
Countries:
Top Holdings: VTI(52.28%)IEF(15.64%)SCHR(10.80%)VEU(6.13%)SCHB(4.14%)
Portfolio Report
Summary Stock Picks Current Portfolio
Beacon Wealthcare LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
457,633
129583.420
+0.91%
52.280
+0.47%
0.030
+6.31%
+20.86%
420876.283
 
IEF 		iShares 7-10 Year Treasury Bond ETF
395,012
38758.530
+0.95%
15.640
+0.15%
0.110
-0.36%
-1.78%
33590.390
 
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
529,003
26767.570
+6.53%
10.800
+0.66%
0.260
-0.08%
-0.80%
10088.406
 
VEU 		Vanguard FTSE All-World ex-US ETF
241,080
15188.050
+3.55%
6.130
+0.21%
0.040
+3.00%
+8.89%
39389.964
 
SCHB 		Schwab U.S. Broad Market ETF
154,173
10255.560
-3.17%
4.140
-0.14%
0.030
+6.34%
+21.01%
31798.868
 
SHY 		iShares 1-3 Year Treasury Bond ETF
83,452
6939.030
+6.63%
2.800
+0.17%
0.030
+0.30%
+0.41%
22291.898
 
VTEB 		Vanguard Tax-Exempt Bond ETF
128,014
6544.080
+13.31%
2.640
+0.31%
0.020
-0.18%
-1.37%
33713.392
 
SCHF 		Schwab International Equity ETF
88,043
3620.320
+0.81%
1.460
+0.01%
0.010
+1.69%
+7.36%
40989.440
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
20,343
1867.690
-25.43%
0.750
-0.28%
0.010
-0.02%
+0.39%
33694.683
 
AAPL 		Apple Inc
5,304
1235.900
+4.78%
0.500
+0.02%
0.000
+7.21%
+21.69%
3548645.576
Hardware

Beacon Wealthcare LLC's Historical Top Holdings Breakdowns

Beacon Wealthcare LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF2024-09-30Add
+0.66%
●
48.4 ($49.97) 50.91
$24.66
-50.65%
Add 6.53%
529,003
32,416
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.47%
●
255.18 ($272.76) 283.2
$286.70
5.11%
Add 0.91%
457,633
4,110
VTEB 		Vanguard Tax-Exempt Bond ETF2024-09-30Add
+0.31%
●
49.93 ($50.68) 51.15
$50.35
-0.65%
Add 13.31%
128,014
15,039
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Reduce
-0.28%
●
91.42 ($91.63) 91.82
$91.75
0.13%
Reduce -25.43%
20,343
-6,937
VUG 		Vanguard Growth ETF2024-09-30New Buy
+0.24%
●
341.08 ($371.89) 391.94
$393.12
5.71%
New holding
1,565
1,565
VEU 		Vanguard FTSE All-World ex-US ETF2024-09-30Add
+0.21%
●
56.47 ($60.22) 63.69
$61.13
1.51%
Add 3.55%
241,080
8,264
BILS 		SPDR Bloomberg 3-12 Month T-Bill ETF2024-09-30Reduce
-0.19%
●
98.97 ($99.29) 99.59
$99.45
0.16%
Reduce -49.17%
4,605
-4,455
SHY 		iShares 1-3 Year Treasury Bond ETF2024-09-30Add
+0.17%
●
81.31 ($82.5) 83.29
$82.38
-0.15%
Add 6.63%
83,452
5,192
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+0.15%
●
92.67 ($96.67) 99.14
$94.67
-2.07%
Add 0.95%
395,012
3,713
VV 		Vanguard Large Cap ETF2024-09-30New Buy
+0.15%
●
236.92 ($253.7) 263.4
$266.59
5.08%
New holding
1,445
1,445

Beacon Wealthcare LLC Total Holding History ($B)

To

Beacon Wealthcare LLC's Asset Allocation

To

Beacon Wealthcare LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Beacon Wealthcare LLC's Hypothetical Growth since 2024-09-30

Beacon Wealthcare LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Beacon Wealthcare LLC's Holdings Heat Map

Size field:

Beacon Wealthcare LLC's Holdings Bubble Chart

Beacon Wealthcare LLC News

  • 1

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