Beacon Wealthcare LLC — Q1 2026 13F 持股

Name: Beacon Wealthcare LLC — 13F Holdings, Q1 2026
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	51.10%	—	-2.94%
2	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	13.90%	—	+1.85%
3	SCHR	Schwab Intermediate-term US	ETF-其他	12.38%	—	+4.74%
4	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	6.94%	—	+0.47%
5	SCHB	Schwab US Broad Market ETF	ETF-其他	3.85%	—	-2.86%
6	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	3.01%	—	+2.30%
7	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	2.87%	—	+5.53%
8	SCHF	Schwab Intl Equity ETF	ETF-其他	1.50%	—	-12.30%
9	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	1.33%	—	+54.32%
10	AAPL	Apple INC	股票-科技	0.52%	—	-0.60%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.51%	—	+62.66%
12	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.38%	—	—
13	BND	Vanguard Total Bond Market	ETF-其他	0.23%	—	+0.01%
14	VUG	Vanguard Growth ETF	ETF-其他	0.18%	—	—
15	MSFT	Microsoft CORP	股票-科技	0.17%	—	—
16	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.15%	—	—
17	VV	Vanguard Large-cap ETF	ETF-其他	0.15%	—	—
18	XOM	Exxon Mobil CORP	股票-能源	0.12%	—	—
19	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.11%	—	—
20	VGT	Vanguard Info Tech ETF	ETF-科技型	0.09%	—	—
21	OMFL	Invesco Russell 1000 Dyn M/f	ETF-其他	0.09%	—	—
22	EFA	Ishares Msci Eafe ETF	ETF-其他	0.09%	—	—
23	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.09%	—	—
24	VB	Vanguard Small-cap ETF	ETF-其他	0.08%	—	—
25	DUK	Duke Energy CORP	股票-公用事业	0.08%	—	—
26	SCHX	Schwab US Large-cap ETF	ETF-其他	0.07%	—	—

Beacon Wealthcare LLC 于截至 Q1 2026 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	SCHR	Schwab Intermediate-term US	+0.8%	+4.74%	加仓
2	IEF	Ishares 7-10 Year Treasury B	+0.5%	+1.85%	加仓
3	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.5%	+54.32%	加仓
4	VEU	Vanguard Ftse All-world Ex-u	+0.4%	+0.47%	加仓
5	VTEB	Vanguard Tax-exempt Bond ETF	+0.2%	+5.53%	加仓
6	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+62.66%	加仓
7	SHY	Ishares 1-3 Year Treasury Bo	+0.1%	+2.30%	加仓
8	XOM	Exxon Mobil CORP	0%	—	不变
9	BND	Vanguard Total Bond Market	0%	+0.01%	加仓
10	QQQ	Invesco Qqq Trust Series 1	—	—	不变
11	QUAL	Ishares Msci USA Quality Fac	—	—	不变
12	SCHX	Schwab US Large-cap ETF	—	—	不变
13	OMFL	Invesco Russell 1000 Dyn M/f	—	—	不变
14	VB	Vanguard Small-cap ETF	—	—	不变
15	VUG	Vanguard Growth ETF	0%	—	不变
16	VOO	Vanguard S&p 500 ETF	0%	—	不变
17	VV	Vanguard Large-cap ETF	0%	—	不变
18	IVV	Ishares Core S&p 500 ETF	0%	—	不变
19	VGT	Vanguard Info Tech ETF	0%	—	不变
20	AAPL	Apple INC	0%	-0.60%	减仓
21	MSFT	Microsoft CORP	-0.1%	—	不变
22	SCHF	Schwab Intl Equity ETF	-0.1%	-12.30%	减仓
23	SCHB	Schwab US Broad Market ETF	-0.2%	-2.86%	减仓
24	VTI	Vanguard Total Stock Mkt ETF	-2.5%	-2.94%	减仓
25	EFA	Ishares Msci Eafe ETF	—	NEW	新建仓
26	DUK	Duke Energy CORP	—	NEW	新建仓