13F HOLDINGS REPORT
Beacon Wealthcare LLC
Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0001849336-25-000004
Total Value
$265.2M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vanguard Ttl Stk | 922908769 | 464,992 | $141.3M | 53.30% |
| 2 | iShs 7-10 ys Tsy | 464287440 | 384,364 | $36.8M | 13.88% |
| 3 | Schwab Inter Tsy | 808524854 | 1,175,157 | $29.4M | 11.09% |
| 4 | Vanguard FTSE All | 922042775 | 253,527 | $17.0M | 6.43% |
| 5 | Schwb US Broad | 808524102 | 453,641 | $10.8M | 4.08% |
| 6 | iShs Lehman 1-3Tsy | 464287457 | 93,080 | $7.7M | 2.91% |
| 7 | Vanguard Tx Ex Bd | 922907746 | 142,151 | $7.0M | 2.63% |
| 8 | Schwab Intl Equity | 808524805 | 199,848 | $4.4M | 1.67% |
| 9 | SPDR Brcy1-3 Ser | 78468R663 | 32,869 | $3.0M | 1.14% |
| 10 | Vanguard Indx | 922908363 | 1,891 | $1.1M | 0.41% |
| 11 | Apple | AAPL | 5,108 | $1.0M | 0.40% |
| 12 | SPDE S&P 500 | SPY | 1,372 | $847,669 | 0.32% |
| 13 | Vanguard Indx Grw | 922908736 | 1,565 | $686,096 | 0.26% |
| 14 | Microsoft | MSFT | 1,330 | $661,555 | 0.25% |
| 15 | Vanguard Bd Inx | 921937835 | 8,954 | $659,255 | 0.25% |
| 16 | Vanguard Inx Lrg | 922908637 | 1,445 | $412,259 | 0.16% |
| 17 | iShs Core S&P | 464287200 | 612 | $379,991 | 0.14% |
| 18 | iShs MSCI USA | 46432F339 | 1,581 | $289,038 | 0.11% |
| 19 | Vanguard Info Tech | 92204A702 | 397 | $263,322 | 0.10% |
| 20 | Invesco Rusl 1000 | IVZ | 4,210 | $243,254 | 0.09% |
| 21 | Invesco QQQ Tr | IVZ | 425 | $234,447 | 0.09% |
| 22 | Exxon Mobil | XOM | 2,023 | $218,079 | 0.08% |
| 23 | Schwab Stratgc Tr | 808524201 | 8,889 | $217,253 | 0.08% |
| 24 | Vanguard Indx Fd | 922908751 | 900 | $213,282 | 0.08% |
| 25 | iShs Tr | 464287226 | 2,108 | $209,114 | 0.08% |