Beacon Wealthcare LLC — Q3 2025 13F 持股

Name: Beacon Wealthcare LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001849336

申报总市值

US$3.1亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	54.19%	—	+1.08%
2	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	13.25%	—	+1.70%
3	SCHR	Schwab Intermediate-term US	ETF-其他	11.22%	—	+8.12%
4	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	6.51%	—	+2.33%
5	SCHB	Schwab US Broad Market ETF	ETF-其他	4.08%	—	-0.34%
6	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	2.81%	—	+3.45%
7	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	2.63%	—	+5.22%
8	SCHF	Schwab Intl Equity ETF	ETF-其他	1.61%	—	-1.62%
9	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	0.76%	—	-28.18%
10	AAPL	Apple INC	股票-科技	0.54%	—	+17.78%
11	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.39%	—	-4.87%
12	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.32%	—	—
13	VUG	Vanguard Growth ETF	ETF-其他	0.26%	—	—
14	MSFT	Microsoft CORP	股票-科技	0.26%	—	+7.59%
15	BND	Vanguard Total Bond Market	ETF-其他	0.23%	—	-1.23%
16	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.18%	—	+24.51%
17	VV	Vanguard Large-cap ETF	ETF-其他	0.16%	—	—
18	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.11%	—	—
19	VGT	Vanguard Info Tech ETF	ETF-科技型	0.10%	—	-4.28%
20	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.09%	—	—
21	OMFL	Invesco Russell 1000 Dyn M/f	ETF-其他	0.09%	—	—
22	VB	Vanguard Small-cap ETF	ETF-其他	0.08%	—	—
23	XOM	Exxon Mobil CORP	股票-能源	0.08%	—	—
24	SCHX	Schwab US Large-cap ETF	ETF-其他	0.07%	—	-11.51%

Beacon Wealthcare LLC 于截至 Q3 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VTI	Vanguard Total Stock Mkt ETF	+2.5%	+1.08%	加仓
2	VEU	Vanguard Ftse All-world Ex-u	+0.3%	+2.33%	加仓
3	VOO	Vanguard S&p 500 ETF	+0.3%	-4.87%	加仓
4	AAPL	Apple INC	+0.1%	+17.78%	加仓
5	SCHB	Schwab US Broad Market ETF	+0.1%	-0.34%	减仓
6	MSFT	Microsoft CORP	+0.1%	+7.59%	加仓
7	IVV	Ishares Core S&p 500 ETF	0%	+24.51%	加仓
8	VUG	Vanguard Growth ETF	0%	—	不变
9	VGT	Vanguard Info Tech ETF	0%	-4.28%	加仓
10	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	—	不变
11	VV	Vanguard Large-cap ETF	0%	—	不变
12	SCHF	Schwab Intl Equity ETF	—	-1.62%	减仓
13	QUAL	Ishares Msci USA Quality Fac	—	—	不变
14	OMFL	Invesco Russell 1000 Dyn M/f	—	—	不变
15	XOM	Exxon Mobil CORP	0%	—	加仓
16	VTEB	Vanguard Tax-exempt Bond ETF	-0.1%	+5.22%	加仓
17	BND	Vanguard Total Bond Market	-0.1%	-1.23%	减仓
18	SHY	Ishares 1-3 Year Treasury Bo	-0.3%	+3.45%	加仓
19	SCHR	Schwab Intermediate-term US	-0.6%	+8.12%	加仓
20	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.7%	-28.18%	减仓
21	IEF	Ishares 7-10 Year Treasury B	-1.8%	+1.70%	加仓
22	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建仓
23	VB	Vanguard Small-cap ETF	—	NEW	新建仓
24	DUK	Duke Energy CORP	—	EXIT	清仓
25	SCHX	Schwab US Large-cap ETF	—	NEW	新建仓