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
-0.62%
+0.46%
450,158.7
 
IEF 		iShares 7-10 Year Treasury Bond ETF
461,731
55,385.0
+6.72%
33.370
+2.10%
0.290
-0.15%
+3.28%
34,788.8
 
VEU 		Vanguard FTSE All-World ex-US ETF
176,543
10,303.0
-0.46%
6.210
-0.03%
0.030
+8.20%
+14.21%
40,124.0
 
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
117,758
6,856.0
-13.11%
4.130
-0.68%
0.140
+0.73%
+3.26%
10,624.5
 
SCHB 		Schwab U.S. Broad Market ETF
96,742
4,401.0
-21.47%
2.650
-0.68%
0.010
-0.54%
+0.43%
32,675.5
 
SCHF 		Schwab International Equity ETF
68,269
2,458.0
-8.54%
1.480
-0.13%
0.010
+8.94%
+16.54%
47,375.9
 
AAPL 		Apple Inc
4,708
625.0
-3.39%
0.380
-0.01%
0.000
-17.21%
-19.96%
2,986,418.4
Hardware
SPY 		S&P 500 ETF TRUST ETF
1,348
504.0
0%
0.300
0%
0.000
-0.40%
+0.98%
604,141.6
 
MSFT 		Microsoft Corp
1,271
283.0
-6.89%
0.170
-0.01%
0.000
+15.75%
+9.24%
3,409,159.2
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

  • 1

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

  • 1

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