BW

Beacon Wealthcare, Inc

13F
Beacon Wealthcare, Inc
Last update 2021-02-11 9 Stocks (0 new)
Value $166.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(51.31%)IEF(33.37%)VEU(6.21%)SCHR(4.13%)SCHB(2.65%)
Summary Stock Picks Current Portfolio
Beacon Wealthcare, Inc Top Holdings of 2020-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
437,612
85,177.0
-1.65%
51.310
-0.81%
0.030
+17.05%
+6.98%
450,247.8
 
IEF
iShares 7-10 Year Treasury Bond ETF
461,731
55,385.0
+6.72%
33.370
+2.10%
0.290
-0.63%
+4.46%
34,664.5
 
VEU
Vanguard FTSE All-World ex-US ETF
176,543
10,303.0
-0.46%
6.210
-0.03%
0.030
+13.88%
+18.90%
42,344.4
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
117,758
6,856.0
-13.11%
4.130
-0.68%
0.140
+0.08%
+4.15%
11,028.0
 
SCHB
Schwab U.S. Broad Market ETF
96,742
4,401.0
-21.47%
2.650
-0.68%
0.010
+17.02%
+6.97%
34,739.9
 
SCHF
Schwab International Equity ETF
68,269
2,458.0
-8.54%
1.480
-0.13%
0.010
+14.61%
+20.68%
49,128.7
 
AAPL
Apple Inc
4,708
625.0
-3.39%
0.380
-0.01%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
SPY
S&P 500 ETF TRUST ETF
1,348
504.0
0%
0.300
0%
0.000
+16.86%
+7.34%
643,153.0
 
MSFT
Microsoft Corp
1,271
283.0
-6.89%
0.170
-0.01%
0.000
+33.94%
+18.80%
3,707,650.2
Software

Beacon Wealthcare, Inc's Historical Top Holdings Breakdowns

Beacon Wealthcare, Inc Total Holding History ($B)

To

Beacon Wealthcare, Inc's Asset Allocation

To

Beacon Wealthcare, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Beacon Wealthcare, Inc's Hypothetical Growth since 2020-12-31

Beacon Wealthcare, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Beacon Wealthcare, Inc's Holdings Heat Map

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Beacon Wealthcare, Inc's Holdings Bubble Chart

Beacon Wealthcare, Inc News

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