$161 Million is the total value of Beacon Wealthcare, Inc's 10 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | Vanguard Ttl Stketf | $75,780,000 | +2.9% | 444,955 | -5.4% | 47.31% | +1.9% |
| IEF | Sell | iShs Brclys 7-10Tsyetf | $52,707,000 | -0.9% | 432,666 | -0.9% | 32.91% | -1.8% |
| VEU | Sell | Vngrd FTSE AllWrdetf | $8,948,000 | +1.3% | 177,361 | -4.4% | 5.59% | +0.4% |
| SCHR | Sell | Schwab Inter Tsyetf | $7,953,000 | -2.2% | 135,533 | -2.1% | 4.97% | -3.1% |
| BIL | Sell | SPDR Brcy 1-3Tetf | $6,226,000 | -8.1% | 68,034 | -8.1% | 3.89% | -9.0% |
| SCHB | Sell | Schwab US Brd Mktetf | $4,905,000 | +4.6% | 61,594 | -3.5% | 3.06% | +3.6% |
| SCHF | Sell | Schwab Inter Eqtyetf | $2,344,000 | +3.9% | 74,640 | -1.6% | 1.46% | +2.9% |
| AAPL | Buy | Appleetf | $564,000 | +26.2% | 4,873 | +298.1% | 0.35% | +24.8% |
| SPY | SPDR S&P 500 | $451,000 | +8.4% | 1,348 | 0.0% | 0.28% | +7.6% | |
| MSFT | Sell | Microsoft | $287,000 | +2.1% | 1,365 | -1.1% | 0.18% | +1.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-07
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.