$178 Million is the total value of Beacon Wealthcare LLC's 15 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 133.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHB | Buy | Schwb US Broadetf | $6,441,303 | +47.5% | 143,747 | +38.3% | 3.62% | +40.7% |
SCHF | Buy | Schwab Intl Equityetf | $2,716,398 | +26.0% | 84,334 | +10.0% | 1.53% | +20.3% |
VTEB | New | Vanguard Munietf | $2,082,094 | – | 42,071 | +100.0% | 1.17% | – |
SHY | New | iShs Lehman 1-3Tsyetf | $1,942,236 | – | 23,928 | +100.0% | 1.09% | – |
AAPL | Buy | Apple | $537,390 | -4.2% | 4,136 | +1.8% | 0.30% | -8.5% |
XOM | New | Exxon Mobile | $214,313 | – | 1,943 | +100.0% | 0.12% | – |
VOO | New | Vanguard S&P 500etf | $209,750 | – | 597 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.