Beacon Wealthcare LLC: 13F holdings
CIK 18493362026Q2
| Positions | 26 |
|---|
| Reported value | $312.1m |
|---|
| Filed | 2026-07-01 |
|---|
Change since last quarter
| Positions | 26 (+0 vs prior quarter) |
|---|
| Reported value | $312.1m (+10.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI Vanguard Ttl Stk | 449,575 | $166.4m | 53.3% |
| IEF iShs 7-10 ys Tsy | 419,938 | $39.7m | 12.7% |
| SCHR Schwab Inter Tsy | 1,437,622 | $35.5m | 11.4% |
| VEU Vanguard FTSE All | 261,507 | $21.9m | 7.0% |
| SCHB Schwb US Broad | 419,941 | $12.2m | 3.9% |
| VTEB Vanguard Tx Ex Bd | 180,362 | $9.1m | 2.9% |
| SHY iShs Lehman 1-3Tsy | 105,748 | $8.7m | 2.8% |
| SCHF Schwab Intl Equity | 171,168 | $4.7m | 1.5% |
| BIL SPDR Brcy1-3 Ser | 44,472 | $4.1m | 1.3% |
| AAPL Apple | 5,780 | $1.7m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1849336")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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