$172 Million is the total value of Beacon Wealthcare, Inc's 10 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | Vanguard Ttl Stketf | $85,177,000 | +12.4% | 437,612 | -1.7% | 49.55% | +4.7% |
| IEF | Buy | iShs Brclys 7-10Tsyetf | $55,385,000 | +5.1% | 461,731 | +6.7% | 32.22% | -2.1% |
| VEU | Sell | Vngrd FTSE AllWrdetf | $10,303,000 | +15.1% | 176,543 | -0.5% | 5.99% | +7.3% |
| SCHR | Sell | Schwab Inter Tsyetf | $6,856,000 | -13.8% | 117,758 | -13.1% | 3.99% | -19.7% |
| BIL | Sell | SPDR Brcy 1-3Tetf | $5,902,000 | -5.2% | 64,492 | -5.2% | 3.43% | -11.7% |
| SCHB | Sell | Schwab US Brd Mktetf | $4,401,000 | -10.3% | 48,371 | -21.5% | 2.56% | -16.4% |
| SCHF | Sell | Schwab Inter Eqtyetf | $2,458,000 | +4.9% | 68,269 | -8.5% | 1.43% | -2.3% |
| AAPL | Sell | Appleetf | $625,000 | +10.8% | 4,708 | -3.4% | 0.36% | +3.4% |
| SPY | SPDR S&P 500 | $504,000 | +11.8% | 1,348 | 0.0% | 0.29% | +3.9% | |
| MSFT | Sell | Microsoft | $283,000 | -1.4% | 1,271 | -6.9% | 0.16% | -7.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Ttl Stk | 13 | Q4 2020 | 49.6% |
| iShs Brclys 7-10Tsy | 13 | Q4 2020 | 40.1% |
| Vngrd FTSE AllWrd | 13 | Q4 2020 | 6.4% |
| Schwb Interm Tsy | 13 | Q4 2020 | 11.6% |
| Schwab US Brd Mkt | 13 | Q4 2020 | 4.1% |
| Schwab Intl Equity | 13 | Q4 2020 | 1.5% |
| Apple Computer | 13 | Q4 2020 | 0.6% |
| SPDR Brcy 1-3 Tsy | 10 | Q4 2020 | 5.1% |
| UTS SPDR Tr Ser 1 | 9 | Q4 2020 | 1.4% |
| Microsoft | 6 | Q4 2020 | 0.2% |
View Beacon Wealthcare, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-10 |
| 13F-HR | 2020-10-07 |
| 13F-HR | 2020-07-02 |
| 13F-HR | 2020-04-27 |
| 13F-HR | 2020-01-06 |
| 13F-HR | 2019-10-10 |
| 13F-HR | 2019-07-05 |
| 13F-HR | 2019-04-11 |
| 13F-HR | 2019-01-11 |
| 13F-HR | 2018-10-09 |
View Beacon Wealthcare, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.