Beacon Wealthcare LLC Top Holdings and 13F Report (2024) About Beacon Wealthcare LLCInvestment ActivityBeacon Wealthcare LLC has $247.85 million in total holdings as of September 30, 2024.Beacon Wealthcare LLC owns shares of 27 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Beacon Wealthcare LLC has purchased 19 new stocks and bought additional shares in 14 stocks.Beacon Wealthcare LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $129,583,422iShares 7-10 Year Treasury Bond ETF $38,758,529Schwab Intermediate-Term U.S. Treasury ETF $26,767,573Vanguard FTSE All-World ex-US ETF $15,188,045Schwab US Broad Market ETF $10,255,557 Largest New Holdings this Quarter Vanguard Growth ETF $600,850 HoldingVanguard Large-Cap ETF $380,454 HoldingiShares MSCI USA Quality Factor ETF $285,984 HoldingInvesco NASDAQ 100 ETF $261,323 HoldingInvesco Russell 1000 Dynamic Multifactor ETF $223,088 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 32,416 shares (about $1.64M)Vanguard Total Stock Market ETF 4,110 shares (about $1.16M)Vanguard Tax-Exempt Bond ETF 15,039 shares (about $768.79K)Vanguard Growth ETF 1,565 shares (about $600.85K)Vanguard FTSE All-World ex-US ETF 8,264 shares (about $520.63K) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 6,937 shares (about $636.89K)SPDR Bloomberg 3-12 Month T-Bill ETF 4,455 shares (about $443.64K)Schwab US Broad Market ETF 5,046 shares (about $335.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeacon Wealthcare LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$129,583,422$1,163,788 ▲0.9%457,63352.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$38,758,529$364,319 ▲0.9%395,01215.6%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$26,767,573$1,640,251 ▲6.5%529,00310.8%ETFVEUVanguard FTSE All-World ex-US ETF$15,188,045$520,632 ▲3.5%241,0806.1%ETFSCHBSchwab US Broad Market ETF$10,255,557$335,659 ▼-3.2%154,1734.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$6,939,034$431,715 ▲6.6%83,4522.8%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$6,544,076$768,794 ▲13.3%128,0142.6%ETFSCHFSchwab International Equity ETF$3,620,322$29,154 ▲0.8%88,0431.5%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,867,688$636,885 ▼-25.4%20,3430.8%ETFAAPLApple$1,235,899$56,389 ▲4.8%5,3040.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$787,136$30,407 ▲4.0%1,3720.3%FinanceBNDVanguard Total Bond Market ETF$777,8990.0%10,3570.3%ETFVOOVanguard S&P 500 ETF$641,540$246,908 ▲62.6%1,2160.3%ETFACNAccenture$601,976$15,200 ▲2.6%1,7030.2%Computer and TechnologyVUGVanguard Growth ETF$600,850$600,850 ▲New Holding1,5650.2%ETFMSFTMicrosoft$589,511$63,684 ▲12.1%1,3700.2%Computer and TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$458,577$443,640 ▼-49.2%4,6050.2%ETFVVVanguard Large-Cap ETF$380,454$380,454 ▲New Holding1,4450.2%ETFIVViShares Core S&P 500 ETF$368,011$20,189 ▲5.8%6380.1%ETFQUALiShares MSCI USA Quality Factor ETF$285,984$285,984 ▲New Holding1,5950.1%ETFXOMExxon Mobil$272,504$32,700 ▲13.6%2,3250.1%Oils/EnergyQQQMInvesco NASDAQ 100 ETF$261,323$261,323 ▲New Holding1,3010.1%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$223,088$223,088 ▲New Holding4,2100.1%ETFVGTVanguard Information Technology ETF$218,7720.0%3730.1%ETFVBVanguard Small-Cap ETF$210,405$210,405 ▲New Holding8870.1%ETFQQQInvesco QQQ$208,894$208,894 ▲New Holding4280.1%FinanceSCHXSchwab US Large-Cap ETF$201,054$201,054 ▲New Holding2,9630.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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