Beacon Wealthcare LLC
CIK: 0001849336SEC EDGAR →
Portfolio Value
$291.2M
Holdings
24
As of
Q4 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Ttl Stk | 465,364 | $156.0M | 53.58% |
| 2 | iShs 7-10 ys Tsy | 405,478 | $39.0M | 13.39% |
| 3 | Schwab Inter Tsy | 1,345,645 | $33.7M | 11.59% |
| 4 | Vanguard FTSE All | 260,925 | $19.2M | 6.59% |
| 5 | Schwb US Broad | 447,737 | $11.7M | 4.03% |
| 6 | iShs Lehman 1-3Tsy | 101,196 | $8.4M | 2.88% |
| 7 | Vanguard Tx Ex Bd | 154,636 | $7.8M | 2.67% |
| 8 | Schwab Intl Equity | 196,171 | $4.7M | 1.62% |
| 9 | SPDR Brcy1-3 Ser | 26,593 | $2.4M | 0.83% |
| 10 | Apple | 5,815 | $1.6M | 0.54% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $288.5M | 99.1% |
| Technology | 2 | $2.2M | 0.8% |
| Unknown | 1 | $261K | 0.1% |
| Energy | 1 | $243K | 0.1% |