13F HOLDINGS REPORT
Beacon Wealthcare LLC
Quarter ended Q1 2025 · Filed April 2, 2025 · Accession 0001849336-25-000002
Total Value
$245.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vanguard Ttl Stk | 922908769 | 462,848 | $127.2M | 51.74% |
| 2 | iShs Brclys 7-10Tsy | 464287440 | 387,222 | $36.9M | 15.02% |
| 3 | Schwab Inter Tsy | 808524854 | 1,167,272 | $29.0M | 11.80% |
| 4 | Vanguard FTSE All | 922042775 | 249,683 | $15.1M | 6.16% |
| 5 | Schwb US Broad | 808524102 | 459,109 | $9.9M | 4.02% |
| 6 | iShs Lehman 1-3Tsy | 464287457 | 91,199 | $7.5M | 3.07% |
| 7 | Vanguard Tx Ex Bd | 922907746 | 134,388 | $6.7M | 2.71% |
| 8 | Schwab Intl Equity | 808524805 | 199,611 | $3.9M | 1.61% |
| 9 | SPDR Brcy1-3 Ser | 78468R663 | 39,529 | $3.6M | 1.47% |
| 10 | Apple | AAPL | 5,051 | $1.1M | 0.46% |
| 11 | SPDE S&P 500 | SPY | 1,372 | $767,450 | 0.31% |
| 12 | Vanguard Bd Fd | 921937835 | 10,356 | $760,673 | 0.31% |
| 13 | Vanguard Indx Grw | 922908736 | 1,565 | $580,333 | 0.24% |
| 14 | Microsoft | MSFT | 1,300 | $488,007 | 0.20% |
| 15 | Vanguard Inx Lrg | 922908637 | 1,445 | $371,408 | 0.15% |
| 16 | iShs Core S&P | 464287200 | 603 | $338,826 | 0.14% |
| 17 | Vanguard Indx | 922908363 | 586 | $301,151 | 0.12% |
| 18 | iShs MSCI USA | 46432F339 | 1,581 | $270,177 | 0.11% |
| 19 | Duke Energy | DUKB | 1,848 | $225,401 | 0.09% |
| 20 | Invesco Rusl 1000 | IVZ | 4,210 | $224,435 | 0.09% |
| 21 | Exxon Mobil | XOM | 1,880 | $223,588 | 0.09% |
| 22 | Vanguard Info Tech | 92204A702 | 373 | $202,308 | 0.08% |