$170 Million is the total value of Beacon Wealthcare LLC's 11 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Ttl Stk | 14 | Q2 2024 | 53.0% |
| iShs Brclys 7-10Tsy | 14 | Q2 2024 | 32.5% |
| Schwab Inter Tsy | 14 | Q2 2024 | 10.6% |
| Vngrd FTSE AllWrd | 14 | Q2 2024 | 6.0% |
| Schwb US Broad | 14 | Q2 2024 | 4.5% |
| Schwab Intl Equity | 14 | Q2 2024 | 1.5% |
| SPDRS&P 500 | 14 | Q2 2024 | 1.0% |
| Microsoft | 14 | Q2 2024 | 0.3% |
| Apple | 13 | Q2 2024 | 0.7% |
| Vanguard S&P 500 | 12 | Q2 2024 | 0.2% |
View Beacon Wealthcare LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-03 |
| 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 |
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.