$189 Million is the total value of Beacon Wealthcare LLC's 16 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEF | Buy | iShs Brclys 7-10Tsyetf | $45,430,318 | -4.8% | 496,018 | +0.4% | 24.00% | -1.4% |
| SCHR | Buy | Schwab Inter Tsyetf | $12,798,367 | -0.8% | 266,966 | +2.0% | 6.76% | +2.8% |
| VEU | Buy | Vanguard FTSE Alletf | $10,913,189 | -4.3% | 210,395 | +0.4% | 5.77% | -0.8% |
| BIL | Buy | SPDR Brcy 1-3 Tsyetf | $6,465,964 | +22.7% | 70,420 | +22.7% | 3.42% | +27.2% |
| VTEB | Buy | Vanguard Tx Ex Bdetf | $3,358,631 | +19.4% | 69,826 | +24.7% | 1.78% | +23.8% |
| SHY | Buy | iShs Lehman 1-3Tsyetf | $1,713,892 | +8.8% | 21,167 | +9.0% | 0.91% | +12.8% |
| BILS | Buy | SPDR 3-12 Tsyetf | $821,491 | +146.9% | 8,262 | +147.0% | 0.43% | +155.3% |
| VOO | Buy | Vanguard S&P 500etf | $380,134 | +56.3% | 968 | +62.1% | 0.20% | +62.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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.