Beacon Wealthcare, Inc Activity Q4 1998-Q4 2020

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Q4 2020
 Value Shares↓ Weighting
VTI SellVanguard Ttl Stketf$85,177,000
+12.4%
437,612
-1.7%
49.55%
+4.7%
IEF BuyiShs Brclys 7-10Tsyetf$55,385,000
+5.1%
461,731
+6.7%
32.22%
-2.1%
VEU SellVngrd FTSE AllWrdetf$10,303,000
+15.1%
176,543
-0.5%
5.99%
+7.3%
SCHR SellSchwab Inter Tsyetf$6,856,000
-13.8%
117,758
-13.1%
3.99%
-19.7%
BIL SellSPDR Brcy 1-3Tetf$5,902,000
-5.2%
64,492
-5.2%
3.43%
-11.7%
SCHB SellSchwab US Brd Mktetf$4,401,000
-10.3%
48,371
-21.5%
2.56%
-16.4%
SCHF SellSchwab Inter Eqtyetf$2,458,000
+4.9%
68,269
-8.5%
1.43%
-2.3%
AAPL SellAppleetf$625,000
+10.8%
4,708
-3.4%
0.36%
+3.4%
MSFT SellMicrosoft$283,000
-1.4%
1,271
-6.9%
0.16%
-7.8%
Q3 2020
 Value Shares↓ Weighting
VTI SellVanguard Ttl Stketf$75,780,000
+2.9%
444,955
-5.4%
47.31%
+1.9%
IEF SelliShs Brclys 7-10Tsyetf$52,707,000
-0.9%
432,666
-0.9%
32.91%
-1.8%
VEU SellVngrd FTSE AllWrdetf$8,948,000
+1.3%
177,361
-4.4%
5.59%
+0.4%
SCHR SellSchwab Inter Tsyetf$7,953,000
-2.2%
135,533
-2.1%
4.97%
-3.1%
BIL SellSPDR Brcy 1-3Tetf$6,226,000
-8.1%
68,034
-8.1%
3.89%
-9.0%
SCHB SellSchwab US Brd Mktetf$4,905,000
+4.6%
61,594
-3.5%
3.06%
+3.6%
SCHF SellSchwab Inter Eqtyetf$2,344,000
+3.9%
74,640
-1.6%
1.46%
+2.9%
AAPL BuyAppleetf$564,000
+26.2%
4,873
+298.1%
0.35%
+24.8%
MSFT SellMicrosoft$287,000
+2.1%
1,365
-1.1%
0.18%
+1.1%
Q2 2020
 Value Shares↓ Weighting
VTI NewVanguard Ttl Stketf$73,648,000–470,506–46.42%–
IEF NewiShs Brclys 7-10Tsyetf$53,191,000–436,458–33.52%–
VEU NewVngrd FTSE AllWrdetf$8,829,000–185,447–5.56%–
SCHR NewSchwab Inter Tsyetf$8,134,000–138,379–5.13%–
BIL NewSPDR Brcy 1-3Tetf$6,777,000–74,042–4.27%–
SCHB NewSchwab US Brd Mktetf$4,690,000–63,831–2.96%–
SCHF NewSchwab Inter Eqtyetf$2,256,000–75,821–1.42%–
AAPL NewAppleetf$447,000–1,224–0.28%–
SPY NewSPDR S&P 500$416,000–1,348–0.26%–
MSFT NewMicrosoft$281,000–1,380–0.18%–
Q4 2019
 Value Shares↓ Weighting
MSFT ExitMicrosoft$0–-2,093–-0.21%–
AAPL ExitApple Computer$0–-1,445–-0.23%–
SCHF ExitSchwab Inter Eqtyetf$0–-40,552–-0.93%–
SPY ExitSPDR S&P 500etf$0–-6,031–-1.29%–
BIL ExitSPDR Brcy 1-3 Tetf$0–-43,006–-2.84%–
SCHB ExitSchwab US Brd Mktetf$0–-57,229–-2.93%–
VEU ExitVngrd FTSE AllWrdetf$0–-163,649–-5.88%–
SCHR ExitSchwb Interm Tsyetf$0–-178,712–-7.15%–
IEF ExitiShs Brclys 7-10Tsyetf$0–-419,853–-34.01%–
VTI ExitVanguard Ttl Stketf$0–-409,471–-44.53%–
Q3 2019
 Value Shares↓ Weighting
VTI BuyVanguard Ttl Stketf$61,830,000
+3.7%
409,471
+3.1%
44.53%
-1.8%
IEF BuyiShs Brclys 7-10Tsyetf$47,221,000
+11.6%
419,853
+9.2%
34.01%
+5.6%
SCHR SellSchwb Interm Tsyetf$9,929,000
-2.6%
178,712
-3.7%
7.15%
-7.8%
VEU BuyVngrd FTSE AllWrdetf$8,166,000
+5.5%
163,649
+7.8%
5.88%
-0.2%
SCHB SellSchwab US Brd Mktetf$4,064,000
-5.0%
57,229
-5.7%
2.93%
-10.1%
BIL BuySPDR Brcy 1-3 Tetf$3,939,000
+0.0%
43,006
+0.0%
2.84%
-5.3%
SPY BuySPDR S&P 500etf$1,790,000
+2.4%
6,031
+1.1%
1.29%
-3.1%
SCHF SellSchwab Inter Eqtyetf$1,292,000
-1.6%
40,552
-0.9%
0.93%
-6.8%
AAPL BuyApple Computer$324,000
+14.9%
1,445
+1.3%
0.23%
+8.4%
MSFT NewMicrosoft$291,000–2,093–0.21%–
Q2 2019
 Value Shares↓ Weighting
VTI NewVanguard Ttl Stketf$59,604,000–397,121–45.36%–
IEF NewiShs Brclys 7-10Tsyetf$42,314,000–384,604–32.20%–
SCHR NewSchwb Interm Tsyetf$10,197,000–185,538–7.76%–
VEU NewVngrd FTSE AllWrdetf$7,742,000–151,835–5.89%–
SCHB NewSchwab US Brd Mktetf$4,280,000–60,687–3.26%–
BIL NewSPDR Brcy 1-3 Tsyetf$3,938,000–42,988–3.00%–
SPY NewUTS SPDR Tr Ser 1etf$1,748,000–5,967–1.33%–
SCHF NewSchwab Inter Eqtyetf$1,313,000–40,928–1.00%–
AAPL NewApple Computer$282,000–1,426–0.22%–
Q4 2018
 Value Shares↓ Weighting
BIL ExitSPDR Barcly 1-3Tbietf$0–-3,027–-0.25%–
AAPL ExitApple Computer$0–-1,431–-0.29%–
DUK ExitDuke Energy$0–-6,681–-0.48%–
SCHF ExitSchwab Inter Eqtyetf$0–-36,002–-1.10%–
SCHB ExitSchwab US Brd Mktetf$0–-57,650–-3.68%–
SCHR ExitSchwab Inter Tsyetf$0–-96,709–-4.54%–
VEU ExitVngrd FTSE AllWrdetf$0–-125,341–-5.92%–
IEF ExitiShs Brclys 7-10Tsyetf$0–-386,549–-35.46%–
VTI ExitVanguard Ttl Stketf$0–-355,751–-48.28%–
Q3 2018
 Value Shares↓ Weighting
VTI BuyVanguard Ttl Stketf$53,238,000
+8.6%
355,751
+1.9%
48.28%
+1.7%
IEF BuyiShs Brclys 7-10Tsyetf$39,107,000
+1.6%
386,549
+3.0%
35.46%
-4.9%
VEU BuyVngrd FTSE AllWrdetf$6,523,000
+5.7%
125,341
+5.3%
5.92%
-1.0%
SCHR BuySchwab Inter Tsyetf$5,008,000
+12.7%
96,709
+13.8%
4.54%
+5.5%
SCHB BuySchwab US Brd Mktetf$4,057,000
+9.5%
57,650
+2.7%
3.68%
+2.5%
SCHF BuySchwab Inter Eqtyetf$1,207,000
+3.6%
36,002
+2.1%
1.10%
-2.9%
DUK NewDuke Energy$534,000–6,681–0.48%–
BIL NewSPDR Barcly 1-3Tbietf$277,000–3,027–0.25%–
Q2 2018
 Value Shares↓ Weighting
VTI NewVanguard Ttl Stketf$49,009,000–348,995–47.47%–
IEF NewiShs Brclys 7-10Tsyetf$38,485,000–375,426–37.28%–
VEU NewVngrd FTSE AllWrdetf$6,169,000–118,994–5.98%–
SCHR NewSchwab Inter Tsyetf$4,445,000–84,953–4.30%–
SCHB NewSchwab US Brd Mktetf$3,704,000–56,140–3.59%–
SCHF NewSchwab Inter Eqtyetf$1,165,000–35,256–1.13%–
AAPL NewApple Computer$264,000–1,431–0.26%–

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