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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 $283.6M. In the most recent quarter, they have increased their positions in SCHR (+63.8K shares, valued at $1.6M), BIL (+14.4K shares, valued at $1.3M), IEF (+7.5K shares, valued at $716.8K); decreased their positions in VTI (-13.7K shares, valued at $4.4M), SCHF (-24.1K shares, valued at $597.4K), SCHB (-12.8K shares, valued at $321.5K); initiated new positions in EFA (+2.6K shares, valued at $248.5K), N/A (+1.8K shares, valued at $230.1K).

1M P&L

+8.5M+2.84%

3M P&L

+6.8M+2.27%

HY P&L

+15.7M+5.38%

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/A279.7M

99.2%

2Consumer Electronics1.5M

0.5%

3Software - Infrastructure492.3K

0.2%

Top Industries by Stock Count

1N/A20 stocks

87.0%

2Consumer Electronics1 stocks

4.3%

3Software - Infrastructure1 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI Vanguard Ttl Stk451.7K shares-2.94%2026-03-312026-04-01

IEF iShs 7-10 ys Tsy413.0K shares1.85%2026-03-312026-04-01

SCHR Schwab Inter Tsy1.4M shares4.74%2026-03-312026-04-01

VEU Vanguard FTSE All262.2K shares0.47%2026-03-312026-04-01

SCHB Schwb US Broad434.9K shares-2.86%2026-03-312026-04-01

SHY iShs Lehman 1-3Tsy103.5K shares2.30%2026-03-312026-04-01

VTEB Vanguard Tx Ex Bd163.2K shares5.53%2026-03-312026-04-01

SCHF Schwab Intl Equity172.0K shares-12.30%2026-03-312026-04-01

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BIL SPDR Brcy1-3 Ser41.0K shares54.32%2026-03-312026-04-01

AAPL Apple5.8K shares-0.60%2026-03-312026-04-01

SPY SPDR S&P 5002.2K shares62.66%2026-03-312026-04-01

Vanguard Indx Vanguard Indx1.8K shares0.00%2026-03-312026-04-01

BND Vanguard Bd Inx8.8K shares0.01%2026-03-312026-04-01

VUG Vanguard Indx Fd1.1K shares0.00%2026-03-312026-04-01

MSFT Microsoft1.3K shares0.00%2026-03-312026-04-01

IVV iShs Core S&P662 shares0.00%2026-03-312026-04-01

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VV Vanguard Inx Lrg1.4K shares0.00%2026-03-312026-04-01

XOM Exxon Mobil2.0K shares0.00%2026-03-312026-04-01

QUAL iShs MSCI USA1.6K shares0.00%2026-03-312026-04-01

VGT Vanguard Info Tech373 shares0.00%2026-03-312026-04-01

OMFL Invesco Rusl 10004.2K shares0.00%2026-03-312026-04-01

EFA iShs MSCI EAFE2.6K sharesnew addition2026-03-312026-04-01

Invesco QQQ Tr Invesco QQQ Tr425 shares0.00%2026-03-312026-04-01

VB Vanguard Indx Fd887 shares0.00%2026-03-312026-04-01

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Duke Energy Duke Energy1.8K sharesnew addition2026-03-312026-04-01

SCHX Schwab Stratgc Tr7.9K shares0.00%2026-03-312026-04-01

VTI

Vanguard Ttl Stk

-2.94%

Shares451.7K

Event2026-03-31

Filed2026-04-01

IEF

iShs 7-10 ys Tsy

1.85%

Shares413.0K

Event2026-03-31

Filed2026-04-01

SCHR

Schwab Inter Tsy

4.74%

Shares1.4M

Event2026-03-31

Filed2026-04-01

VEU

Vanguard FTSE All

0.47%

Shares262.2K

Event2026-03-31

Filed2026-04-01

SCHB

Schwb US Broad

-2.86%

Shares434.9K

Event2026-03-31

Filed2026-04-01

SHY

iShs Lehman 1-3Tsy

2.30%

Shares103.5K

Event2026-03-31

Filed2026-04-01

VTEB

Vanguard Tx Ex Bd

5.53%

Shares163.2K

Event2026-03-31

Filed2026-04-01

SCHF

Schwab Intl Equity

-12.30%

Shares172.0K

Event2026-03-31

Filed2026-04-01

BIL

SPDR Brcy1-3 Ser

54.32%

Shares41.0K

Event2026-03-31

Filed2026-04-01

AAPL

Apple

-0.60%

Shares5.8K

Event2026-03-31

Filed2026-04-01

SPY

SPDR S&P 500

62.66%

Shares2.2K

Event2026-03-31

Filed2026-04-01

Vanguard Indx

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-01

BND

Vanguard Bd Inx

0.01%

Shares8.8K

Event2026-03-31

Filed2026-04-01

VUG

Vanguard Indx Fd

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-01

MSFT

Microsoft

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-01

IVV

iShs Core S&P

0.00%

Shares662

Event2026-03-31

Filed2026-04-01

Vanguard Inx Lrg

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-01

XOM

Exxon Mobil

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-01

QUAL

iShs MSCI USA

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-01

VGT

Vanguard Info Tech

0.00%

Shares373

Event2026-03-31

Filed2026-04-01

OMFL

Invesco Rusl 1000

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-01

EFA

iShs MSCI EAFE

New

Shares2.6K

Event2026-03-31

Filed2026-04-01

Invesco QQQ Tr

0.00%

Shares425

Event2026-03-31

Filed2026-04-01

Vanguard Indx Fd

0.00%

Shares887

Event2026-03-31

Filed2026-04-01

Duke Energy

New

Shares1.8K

Event2026-03-31

Filed2026-04-01

SCHX

Schwab Stratgc Tr

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available