Beacon Wealthcare, Inc 13F Holdings · last filed Q4 2020
Beacon Wealthcare, Inc reported 10 securities worth $171.89M in its SEC 13F filing for Q4 2020 (period ended 2020-12-31). Top holdings: VTI (49.55%), IEF (32.22%), VEU (5.99%). Among its top 25 positions this quarter: 1 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Ttl Stk | $85.2M | 49.55% | 437,612 | Trimmed |
| 2 | IEF | iShs Brclys 7-10Tsy | $55.4M | 32.22% | 461,731 | Added |
| 3 | VEU | Vngrd FTSE AllWrd | $10.3M | 5.99% | 176,543 | Trimmed |
| 4 | SCHR | Schwab Inter Tsy | $6.9M | 3.99% | 117,758 | Trimmed |
| 5 | BIL | SPDR Brcy 1-3T | $5.9M | 3.43% | 64,492 | Trimmed |
| 6 | SCHB | Schwab US Brd Mkt | $4.4M | 2.56% | 48,371 | Trimmed |
| 7 | SCHF | Schwab Inter Eqty | $2.5M | 1.43% | 68,269 | Trimmed |
| 8 | AAPL | Apple | $625,000 | 0.36% | 4,708 | Trimmed |
| 9 | SPY | SPDR S&P 500 | $504,000 | 0.29% | 1,348 | Hold |
| 10 | MSFT | Microsoft | $283,000 | 0.16% | 1,271 | Trimmed |
Source: SEC Form 13F filings · as of 2020-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR