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The Analysis of Beacon Wealthcare LLC's Holdings & P&L

Currently, Beacon Wealthcare LLC holds 26 types of securities in its portfolio with a total value $312.1M. In the most recent quarter, they have increased their positions in VTEB (+17.2K shares, valued at $869.0K), SCHR (+28.2K shares, valued at $695.7K), IEF (+7.0K shares, valued at $657.3K); decreased their positions in N/A (-2.1K shares, valued at $775.6K), SCHB (-15.0K shares, valued at $434.0K), VEU (-647 shares, valued at $54.2K).

1M P&L

-1.4M-0.97%

3M P&L

-849.8K-0.60%

HY P&L

-4.4M-3.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A140.9M

98.3%

2Consumer Electronics1.7M

1.2%

3Software - Infrastructure499.5K

0.3%

Top Industries by Stock Count

1N/A19 stocks

86.4%

2Consumer Electronics1 stocks

4.5%

3Software - Infrastructure1 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Vanguard Ttl Stk Vanguard Ttl Stk449.6K shares-0.46%2026-06-302026-07-01

IEF iShs 7-10 ys Tsy419.9K shares1.68%2026-06-302026-07-01

SCHR Schwab Inter Tsy1.4M shares2.00%2026-06-302026-07-01

VEU Vanguard FTSE All261.5K shares-0.25%2026-06-302026-07-01

SCHB Schwb US Broad419.9K shares-3.45%2026-06-302026-07-01

VTEB Vanguard Tx Ex Bd180.4K shares10.53%2026-06-302026-07-01

SHY iShs Lehman 1-3Tsy105.7K shares2.15%2026-06-302026-07-01

SCHF Schwab Intl Equity171.2K shares-0.50%2026-06-302026-07-01

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BIL SPDR Brcy1-3 Ser44.5K shares8.37%2026-06-302026-07-01

AAPL Apple5.8K shares0.00%2026-06-302026-07-01

SPDR S&P 500 SPDR S&P 5002.2K shares0.00%2026-06-302026-07-01

VOO Vanguard Indx1.8K shares0.00%2026-06-302026-07-01

BND Vanguard Bd Inx8.8K shares-0.35%2026-06-302026-07-01

VUG Vanguard Indx Fd6.9K shares500.00%2026-06-302026-07-01

MSFT Microsoft1.3K shares0.68%2026-06-302026-07-01

VV Vanguard Inx Lrg1.4K shares0.00%2026-06-302026-07-01

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iShs Core S&P iShs Core S&P662 shares0.00%2026-06-302026-07-01

VGT Vanguard Info Tech3.0K shares700.00%2026-06-302026-07-01

QUAL iShs MSCI USA1.6K shares0.00%2026-06-302026-07-01

QQQ Invesco QQQ Tr425 shares0.00%2026-06-302026-07-01

OMFL Invesco Rusl 10004.2K shares0.00%2026-06-302026-07-01

Exxon Mobil Exxon Mobil2.1K shares2.77%2026-06-302026-07-01

VB Vanguard Indx Fd887 shares0.00%2026-06-302026-07-01

EFA iShs MSCI EAFE2.6K shares0.00%2026-06-302026-07-01

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SCHX Schwab Stratgc Tr7.9K shares0.00%2026-06-302026-07-01

DUK Duke Energy1.8K shares0.00%2026-06-302026-07-01

Vanguard Ttl Stk

-0.46%

Shares449.6K

Event2026-06-30

Filed2026-07-01

IEF

iShs 7-10 ys Tsy

1.68%

Shares419.9K

Event2026-06-30

Filed2026-07-01

SCHR

Schwab Inter Tsy

2.00%

Shares1.4M

Event2026-06-30

Filed2026-07-01

VEU

Vanguard FTSE All

-0.25%

Shares261.5K

Event2026-06-30

Filed2026-07-01

SCHB

Schwb US Broad

-3.45%

Shares419.9K

Event2026-06-30

Filed2026-07-01

VTEB

Vanguard Tx Ex Bd

10.53%

Shares180.4K

Event2026-06-30

Filed2026-07-01

SHY

iShs Lehman 1-3Tsy

2.15%

Shares105.7K

Event2026-06-30

Filed2026-07-01

SCHF

Schwab Intl Equity

-0.50%

Shares171.2K

Event2026-06-30

Filed2026-07-01

BIL

SPDR Brcy1-3 Ser

8.37%

Shares44.5K

Event2026-06-30

Filed2026-07-01

AAPL

Apple

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-01

SPDR S&P 500

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-01

VOO

Vanguard Indx

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-01

BND

Vanguard Bd Inx

-0.35%

Shares8.8K

Event2026-06-30

Filed2026-07-01

VUG

Vanguard Indx Fd

500.00%

Shares6.9K

Event2026-06-30

Filed2026-07-01

MSFT

Microsoft

0.68%

Shares1.3K

Event2026-06-30

Filed2026-07-01

Vanguard Inx Lrg

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-01

iShs Core S&P

0.00%

Shares662

Event2026-06-30

Filed2026-07-01

VGT

Vanguard Info Tech

700.00%

Shares3.0K

Event2026-06-30

Filed2026-07-01

QUAL

iShs MSCI USA

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-01

QQQ

Invesco QQQ Tr

0.00%

Shares425

Event2026-06-30

Filed2026-07-01

OMFL

Invesco Rusl 1000

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-01

Exxon Mobil

2.77%

Shares2.1K

Event2026-06-30

Filed2026-07-01

Vanguard Indx Fd

0.00%

Shares887

Event2026-06-30

Filed2026-07-01

EFA

iShs MSCI EAFE

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-01

SCHX

Schwab Stratgc Tr

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-01

DUK

Duke Energy

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Beacon Wealthcare LLC Institutional Holdings, Portfolio & P&L — TradeFomo