| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Exit | Microsoft | $0 | – | -1,271 | -100.0% | -0.16% | – |
| SPY | Exit | SPDR S&P 500 | $0 | – | -1,348 | -100.0% | -0.29% | – |
| AAPL | Exit | Appleetf | $0 | – | -4,708 | -100.0% | -0.36% | – |
| SCHF | Exit | Schwab Inter Eqtyetf | $0 | – | -68,269 | -100.0% | -1.43% | – |
| SCHB | Exit | Schwab US Brd Mktetf | $0 | – | -48,371 | -100.0% | -2.56% | – |
| BIL | Exit | SPDR Brcy 1-3Tetf | $0 | – | -64,492 | -100.0% | -3.43% | – |
| SCHR | Exit | Schwab Inter Tsyetf | $0 | – | -117,758 | -100.0% | -3.99% | – |
| VEU | Exit | Vngrd FTSE AllWrdetf | $0 | – | -176,543 | -100.0% | -5.99% | – |
| IEF | Exit | iShs Brclys 7-10Tsyetf | $0 | – | -461,731 | -100.0% | -32.22% | – |
| VTI | Exit | Vanguard Ttl Stketf | $0 | – | -437,612 | -100.0% | -49.55% | – |
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.