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本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR

Beacon Wealthcare, Inc 13F Holdings -- Portfolio & Top Positions (2020-12-31)

Beacon Wealthcare, Inc (CIK 1107576) reported $171.9M across 10 reported positions in its SEC 13F filing for 2020-12-31. Largest positions: VTI ($85.2M, 49.55%), IEF ($55.4M, 32.22%), VEU ($10.3M, 5.99%), SCHR ($6.9M, 3.99%), BIL ($5.9M, 3.43%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVanguard Ttl Stk$85.2M49.55%437,612Trimmed
2IEFiShs Brclys 7-10Tsy$55.4M32.22%461,731Added
3VEUVngrd FTSE AllWrd$10.3M5.99%176,543Trimmed
4SCHRSchwab Inter Tsy$6.9M3.99%117,758Trimmed
5BILSPDR Brcy 1-3T$5.9M3.43%64,492Trimmed
6SCHBSchwab US Brd Mkt$4.4M2.56%48,371Trimmed
7SCHFSchwab Inter Eqty$2.5M1.43%68,269Trimmed
8AAPLApple$625,0000.36%4,708Trimmed
9SPYSPDR S&P 500$504,0000.29%1,348Hold
10MSFTMicrosoft$283,0000.16%1,271Trimmed

来源:SEC 13F 申报文件 · 截至 2020-12-31