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CIK: 0001849336
Total reported value
$312.1M
$312.1M
19 檔
66.0%
In Q2 2024, Beacon Wealthcare LLC's U.S. equity holdings reached a combined market value of $312.1M, distributed across 19 disclosed stock positions.
During Q2 2024, Beacon Wealthcare LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 52.89% | -51.10% | +1.50% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 15.97% | -13.90% | -0.35% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 10.56% | -12.38% | +15.51% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.95% | -6.94% | +3.87% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.36% | -3.85% | -0.85% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.79% | -3.01% | +23.53% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.47% | -2.87% | +7.49% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.46% | -1.50% | +0.53% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.09% | -1.33% | +12.14% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.46% | -0.52% | -0.73% | |
| 11 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.39% | — | +1.14% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 0.33% | -0.23% | -25.68% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.51% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.17% | -13.70% | |
| 15 | ACN | Accenture plc | Stock-Tech | 0.22% | — | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | -0.38% | -18.34% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.15% | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.12% | +5.30% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.09% | -0.09% | — |
According to official SEC Form 13F filings, Beacon Wealthcare LLC reported a total U.S. public equity portfolio value of $312.1M across 19 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IEF, SCHR) accounted for 66.0% of total reported equity market value during Q2 2024.
During Q2 2024, Beacon Wealthcare LLC's top holdings by market value included VTI (52.9%)、IEF (16.0%)、SCHR (10.6%). The largest single position, VTI, represented 52.9% of total portfolio value.
In Q2 2024, Beacon Wealthcare LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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