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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Beacon Wealthcare LLC

Quarter ended Q3 2025 · Filed October 1, 2025 · Accession 0001849336-25-000006

Total Value
$284.6M
Positions
24
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (24)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Ttl Stk922908769469,994$154.2M54.19%
2iShs 7-10 ys Tsy464287440390,900$37.7M13.25%
3Schwab Inter Tsy8085248541,270,563$31.9M11.22%
4Vanguard FTSE All922042775259,443$18.5M6.51%
5Schwb US Broad808524102452,104$11.6M4.08%
6iShs Lehman 1-3Tsy46428745796,291$8.0M2.81%
7Vanguard Tx Ex Bd922907746149,567$7.5M2.63%
8Schwab Intl Equity808524805196,602$4.6M1.61%
9SPDR Brcy1-3 Ser78468R66323,606$2.2M0.76%
10AppleAAPL6,016$1.5M0.54%
11Vanguard Indx9229083631,799$1.1M0.39%
12SPDE S&P 500SPY1,372$913,9900.32%
13Vanguard Indx Grw9229087361,565$750,5900.26%
14MicrosoftMSFT1,431$741,1860.26%
15Vanguard Bd Inx9219378358,844$657,7220.23%
16iShs Core S&P464287200762$510,0070.18%
17Vanguard Inx Lrg9229086371,445$444,8580.16%
18iShs MSCI USA46432F3391,581$307,5050.11%
19Vanguard Info Tech92204A702380$283,7190.10%
20Invesco QQQ TrIVZ425$255,1570.09%
21Invesco Rusl 1000IVZ4,210$253,6950.09%
22Vanguard Indx Fd922908751900$228,8520.08%
23Exxon MobilXOM2,023$228,0930.08%
24Schwab Stratgc Tr8085242017,866$207,1960.07%