The Analysis of Beacon Wealthcare LLC's Holdings
Currently, Beacon Wealthcare LLC holds 24 types of securities in its portfolio with a total value $291.2M. In the most recent quarter, they have increased their positions in SCHR (+75.1K shares, valued at $1.9M), IEF (+14.6K shares, valued at $1.4M), SHY (+4.9K shares, valued at $406.2K); decreased their positions in VTI (-4.6K shares, valued at $1.6M), VUG (-415 shares, valued at $202.5K), SCHB (-4.4K shares, valued at $114.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI Vanguard Ttl Stk465.4K shares-0.99%2025-12-312026-01-06
IEF iShs 7-10 ys Tsy405.5K shares3.73%2025-12-312026-01-06 SCHR Schwab Inter Tsy1.3M shares5.91%2025-12-312026-01-06 VEU Vanguard FTSE All260.9K shares0.57%2025-12-312026-01-06 SCHB Schwb US Broad447.7K shares-0.97%2025-12-312026-01-06 SHY iShs Lehman 1-3Tsy101.2K shares5.09%2025-12-312026-01-06 VTEB Vanguard Tx Ex Bd154.6K shares3.39%2025-12-312026-01-06 SCHF Schwab Intl Equity196.2K shares-0.22%2025-12-312026-01-06 BIL SPDR Brcy1-3 Ser26.6K shares12.65%2025-12-312026-01-06 AAPL Apple5.8K shares-3.34%2025-12-312026-01-06 SPY SPDE S&P 5001.4K shares-0.44%2025-12-312026-01-06 BND Vanguard Bd Inx8.8K shares0.00%2025-12-312026-01-06 MSFT Microsoft1.3K shares-7.06%2025-12-312026-01-06 VUG Vanguard Indx Grw1.1K shares-26.52%2025-12-312026-01-06 VV Vanguard Inx Lrg1.4K shares0.00%2025-12-312026-01-06 IVV iShs Core S&P662 shares-13.12%2025-12-312026-01-06 QUAL iShs MSCI USA1.6K shares0.00%2025-12-312026-01-06 VGT Vanguard Info Tech373 shares-1.84%2025-12-312026-01-06 OMFL Invesco Rusl 10004.2K shares0.00%2025-12-312026-01-06 XOM Exxon Mobil2.0K shares0.00%2025-12-312026-01-06 VB Vanguard Indx Fd887 shares-1.44%2025-12-312026-01-06 SCHX Schwab Stratgc Tr7.9K shares0.00%2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available