$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 | ||||||
---|---|---|---|---|---|---|---|---|
VTI | Sell | Vanguard Ttl Stketf | $94,552,544 | -5.5% | 445,142 | -2.0% | 49.96% | -2.0% |
SCHB | Sell | Schwb US Broadetf | $7,374,505 | -6.3% | 147,934 | -2.8% | 3.90% | -2.9% |
SCHF | Sell | Schwab Intl Eqtyetf | $2,758,341 | -7.0% | 81,223 | -2.4% | 1.46% | -3.7% |
SPY | Sell | SPDR S&P 500etf | $529,966 | -14.5% | 1,240 | -11.3% | 0.28% | -11.4% |
MSFT | Sell | Microsoft | $401,950 | -7.4% | 1,273 | -0.2% | 0.21% | -4.1% |
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.