Beacon Wealthcare LLC — Q2 2025 13F Holdings

Name: Beacon Wealthcare LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001849336

Total reported value

$312.1M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	53.30%	—	+0.46%
2	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	13.88%	—	-0.74%
3	SCHR	Schwab Intermediate-term US	ETF-Other	11.09%	—	+0.68%
4	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	6.43%	—	+1.54%
5	SCHB	Schwab US Broad Market ETF	ETF-Other	4.08%	—	-1.19%
6	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	2.91%	—	+2.06%
7	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.63%	—	+5.78%
8	SCHF	Schwab Intl Equity ETF	ETF-Other	1.67%	—	+0.12%
9	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	1.14%	—	-16.85%
10	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.41%	—	+222.70%
11	AAPL	Apple INC	Stock-Tech	0.40%	—	+1.13%
12	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.32%	—	—
13	VUG	Vanguard Growth ETF	ETF-Other	0.26%	—	—
14	MSFT	Microsoft CORP	Stock-Tech	0.25%	—	+2.31%
15	BND	Vanguard Total Bond Market	ETF-Other	0.25%	—	-13.54%
16	VV	Vanguard Large-cap ETF	ETF-Other	0.16%	—	—
17	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.14%	—	+1.49%
18	QUAL	Ishares Msci USA Quality Fac	ETF-Other	0.11%	—	—
19	VGT	Vanguard Info Tech ETF	ETF-Tech	0.10%	—	+6.43%
20	OMFL	Invesco Russell 1000 Dyn M/f	ETF-Other	0.09%	—	—
21	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.09%	—	—
22	XOM	Exxon Mobil CORP	Stock-Energy	0.08%	—	+7.61%
23	SCHX	Schwab US Large-cap ETF	ETF-Other	0.08%	—	—
24	VB	Vanguard Small-cap ETF	ETF-Other	0.08%	—	—
25	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.08%	—	—