$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 33.3% .
| 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% |
| 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.