Beacon Wealthcare LLC Top Holdings and 13F Report (2024) → Gold Mania (From Stansberry Research) (Ad) About Beacon Wealthcare LLCInvestment ActivityBeacon Wealthcare LLC has $219.28 million in total holdings as of March 31, 2024.Beacon Wealthcare LLC owns shares of 19 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.38% of the portfolio was purchased this quarter.About 2.09% of the portfolio was sold this quarter.This quarter, Beacon Wealthcare LLC has purchased 16 new stocks and bought additional shares in 11 stocks.Beacon Wealthcare LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $116,131,074iShares 7-10 Year Treasury Bond ETF $37,169,458Schwab Intermediate-Term U.S. Treasury ETF $21,086,096Vanguard FTSE All-World ex-US ETF $13,146,280Schwab US Broad Market ETF $9,803,578 Largest New Holdings this Quarter Accenture $575,373 HoldingExxon Mobil $225,854 HoldingVanguard Small-Cap ETF $202,759 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 51,873 shares (about $2.54M)iShares 1-3 Year Treasury Bond ETF 11,387 shares (about $931.23K)Accenture 1,660 shares (about $575.37K)Vanguard Tax-Exempt Bond ETF 5,210 shares (about $263.63K)Exxon Mobil 1,943 shares (about $225.85K) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 23,404 shares (about $2.22M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 15,499 shares (about $1.42M)Vanguard Total Bond Market ETF 10,127 shares (about $735.54K)Schwab US Broad Market ETF 2,185 shares (about $133.39K)Vanguard S&P 500 ETF 160 shares (about $76.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeacon Wealthcare LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$116,131,074$33,007 ▲0.0%446,83053.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$37,169,458$2,215,421 ▼-5.6%392,66317.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$21,086,096$2,544,370 ▲13.7%429,8909.6%ETFVEUVanguard FTSE All-World ex-US ETF$13,146,280$219,527 ▲1.7%224,1486.0%ETFSCHBSchwab US Broad Market ETF$9,803,578$133,394 ▼-1.3%160,5834.5%ETFVTEBVanguard Tax-Exempt Bond ETF$5,318,313$263,626 ▲5.2%105,1052.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,181,090$931,229 ▲21.9%63,3542.4%ManufacturingSCHFSchwab International Equity ETF$3,389,810$38,513 ▲1.1%86,8741.5%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,233,157$1,422,827 ▼-38.9%24,3261.0%ETFBNDVanguard Total Bond Market ETF$1,012,192$735,539 ▼-42.1%13,9360.5%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$890,626$4,673 ▲0.5%8,9580.4%ETFAAPLApple$874,410$13,547 ▲1.6%5,0990.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$689,846$46,548 ▲7.2%1,3190.3%FinanceMSFTMicrosoft$595,740$101,394 ▲20.5%1,4160.3%Computer and TechnologyACNAccenture$575,373$575,373 ▲New Holding1,6600.3%Business ServicesVOOVanguard S&P 500 ETF$440,414$76,928 ▼-14.9%9160.2%ETFIVViShares Core S&P 500 ETF$317,015$25,235 ▲8.6%6030.1%ETFXOMExxon Mobil$225,854$225,854 ▲New Holding1,9430.1%Oils/EnergyVBVanguard Small-Cap ETF$202,759$202,759 ▲New Holding8870.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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