Beacon Wealthcare LLC
27 holdingsFiling period: 2026-03-31Current AUM: $308.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Ttl Stk | 451.7K | $144.9M | $166.3M | 53.85% | -13,693 | 2026-03-31 |
| 2 | IEF | iShs 7-10 ys Tsy | 413.0K | $39.4M | $38.4M | 12.43% | +7.5K | 2026-03-31 |
| 3 | SCHR | Schwab Inter Tsy | 1.41M | $35.1M | $34.4M | 11.14% | +63.8K | 2026-03-31 |
| 4 | VEU | Vanguard FTSE All | 262.2K | $19.7M | $21.7M | 7.03% | +1.2K | 2026-03-31 |
| 5 | SCHB | Schwb US Broad | 434.9K | $10.9M | $12.5M | 4.06% | -12,810 | 2026-03-31 |
| 6 | SHY | iShs Lehman 1-3Tsy | 103.5K | $8.5M | $8.5M | 2.75% | +2.3K | 2026-03-31 |
| 7 | VTEB | Vanguard Tx Ex Bd | 163.2K | $8.1M | $8.1M | 2.62% | +8.5K | 2026-03-31 |
| 8 | SCHF | Schwab Intl Equity | 172.0K | $4.3M | $4.7M | 1.53% | -24,137 | 2026-03-31 |
| 9 | BIL | SPDR Brcy1-3 Ser | 41.0K | $3.8M | $3.8M | 1.22% | +14.4K | 2026-03-31 |
| 10 | AAPL | Apple | 5.8K | $1.5M | $1.8M | 0.58% | -35 | 2026-03-31 |
| 11 | SPY | SPDR S&P 500 | 2.2K | $1.4M | $1.7M | 0.54% | +856 | 2026-03-31 |
| 12 | VOO | Vanguard Indx | 1.8K | $1.1M | $1.2M | 0.40% | -- | 2026-03-31 |
| 13 | BND | Vanguard Bd Inx | 8.8K | $651K | $639K | 0.21% | +1 | 2026-03-31 |
| 14 | VUG | Vanguard Indx Fd | 1.1K | $502K | $588K | 0.19% | -- | 2026-03-31 |
| 15 | MSFT | Microsoft | 1.3K | $492K | $618K | 0.20% | -- | 2026-03-31 |
| 16 | IVV | iShs Core S&P | 662 | $432K | $496K | 0.16% | -- | 2026-03-31 |
| 17 | VV | Vanguard Inx Lrg | 1.4K | $431K | $496K | 0.16% | -- | 2026-03-31 |
| 18 | XOM | Exxon Mobil | 2.0K | $343K | $314K | 0.10% | -- | 2026-03-31 |
| 19 | XOM | Exxon Mobil | 2.0K | $343K | $314K | 0.10% | -- | 2026-03-31 |
| 20 | QUAL | iShs MSCI USA | 1.6K | $303K | $346K | 0.11% | -- | 2026-03-31 |
| 21 | VGT | Vanguard Info Tech | 373 | $260K | $337K | 0.11% | -- | 2026-03-31 |
| 22 | OMFL | Invesco Rusl 1000 | 4.2K | $253K | $291K | 0.09% | -- | 2026-03-31 |
| 23 | EFA | iShs MSCI EAFE | 2.6K | $248K | $270K | 0.09% | -- | 2026-03-31 |
| 24 | QQQ | Invesco QQQ Tr | 425 | $245K | $292K | 0.09% | -- | 2026-03-31 |
| 25 | VB | Vanguard Indx Fd | 887 | $232K | $261K | 0.08% | -- | 2026-03-31 |
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