Beacon Wealthcare LLC
CIK: 1849336SEC EDGAR →
Portfolio Value
$137.8B
Holdings
26
As of
Q2 2026
New Positions
26
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShs 7-10 ys Tsy | 419,938 | $39.7B | 28.82% |
| 2 | Schwab Inter Tsy | 1,437,622 | $35.5B | 25.73% |
| 3 | Vanguard FTSE All | 261,507 | $21.9B | 15.90% |
| 4 | Schwb US Broad | 419,941 | $12.2B | 8.83% |
| 5 | Vanguard Tx Ex Bd | 180,362 | $9.1B | 6.62% |
| 6 | iShs Lehman 1-3Tsy | 105,748 | $8.7B | 6.30% |
| 7 | Schwab Intl Equity | 171,168 | $4.7B | 3.44% |
| 8 | SPDR Brcy1-3 Ser | 44,472 | $4.1B | 2.96% |
| 9 | Vanguard Bd Inx | 8,814 | $647.0M | 0.47% |
| 10 | Vanguard Indx Fd | 6,900 | $594.4M | 0.43% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $137.8B | 100.0% |
| Technology | 2 | $2.2M | 0.0% |
| Unknown | 1 | $313K | 0.0% |
| Energy | 1 | $284K | 0.0% |
| Utilities | 1 | $222K | 0.0% |