$181 Million is the total value of Beacon Wealthcare LLC's 11 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | Vanguard Ttl Stketf | $87,317,000 | -17.5% | 462,925 | -0.5% | 48.27% | -7.5% |
| IEF | Sell | iShs Brclys 7-10Tsyetf | $52,112,000 | -10.4% | 509,403 | -5.9% | 28.81% | +0.6% |
| SCHR | Buy | Schwab Inter Tsyetf | $14,297,000 | +8.1% | 277,072 | +11.6% | 7.90% | +21.3% |
| VEU | Buy | Vanguard FTSE Alletf | $10,293,000 | -12.2% | 206,018 | +1.2% | 5.69% | -1.4% |
| BIL | Buy | SPDR Brcy 1-3 Tsyetf | $7,036,000 | +53.2% | 76,911 | +53.1% | 3.89% | +71.9% |
| SCHB | Buy | Schwab US Brdetf | $5,723,000 | +25.9% | 129,516 | +52.1% | 3.16% | +41.3% |
| SCHF | Buy | Schwab Intl Equityetf | $2,505,000 | -6.8% | 79,643 | +8.8% | 1.38% | +4.6% |
| AAPL | Buy | Apple | $548,000 | -20.2% | 4,011 | +1.9% | 0.30% | -10.6% |
| SPY | Buy | SPDRS&P 500etf | $542,000 | -14.5% | 1,437 | +2.4% | 0.30% | -3.8% |
| MSFT | Microsoft | $271,000 | -16.9% | 1,056 | 0.0% | 0.15% | -6.8% | |
| IVV | iShs S&P 500etf | $235,000 | -16.4% | 620 | 0.0% | 0.13% | -5.8% | |
| VOO | Exit | Vanguard S&P 500etf | $0 | – | -576 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Ttl Stk | 12 | Q4 2023 | 52.4% |
| iShs Brclys 7-10Tsy | 12 | Q4 2023 | 32.5% |
| Schwab Inter Tsy | 12 | Q4 2023 | 9.0% |
| Vngrd FTSE AllWrd | 12 | Q4 2023 | 6.0% |
| Schwb US Broad | 12 | Q4 2023 | 4.4% |
| Schwab Intl Equity | 12 | Q4 2023 | 1.5% |
| SPDRS&P 500 | 12 | Q4 2023 | 1.0% |
| Microsoft | 12 | Q4 2023 | 0.2% |
| Apple | 11 | Q4 2023 | 0.7% |
| Vanguard S&P 500 | 10 | Q4 2023 | 0.2% |
View Beacon Wealthcare LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-01 |
| 13F-HR | 2022-04-05 |
| 13F-HR | 2022-01-07 |
View Beacon Wealthcare LLC'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.