Beacon Wealthcare LLC Top Holdings and 13F Report (2025) About Beacon Wealthcare LLCInvestment ActivityBeacon Wealthcare LLC has $245.85 million in total holdings as of March 31, 2025.Beacon Wealthcare LLC owns shares of 22 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.24% of the portfolio was purchased this quarter.About 0.52% of the portfolio was sold this quarter.This quarter, Beacon Wealthcare LLC has purchased 25 new stocks and bought additional shares in 9 stocks.Beacon Wealthcare LLC sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $127,209,081iShares 7-10 Year Treasury Bond ETF $36,929,362Schwab Intermediate-Term U.S. Treasury ETF $29,018,376Vanguard FTSE All-World ex-US ETF $15,145,771Schwab US Broad Market ETF $9,884,616 Largest New Holdings this Quarter 26441C204 - Duke Energy $225,401 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 6,393 shares (about $1.76M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 16,010 shares (about $1.47M)Schwab Intermediate-Term U.S. Treasury ETF 55,044 shares (about $1.37M)Vanguard FTSE All-World ex-US ETF 5,017 shares (about $304.33K)Schwab International Equity ETF 12,031 shares (about $237.97K) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 2,554 shares (about $243.57K)Vanguard Tax-Exempt Bond ETF 3,569 shares (about $177.09K)Exxon Mobil 278 shares (about $33.06K)Schwab US Broad Market ETF 100 shares (about $2.15K) 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$127,209,081$1,757,051 ▲1.4%462,84851.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$36,929,362$243,575 ▼-0.7%387,22215.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$29,018,376$1,368,394 ▲4.9%1,167,27211.8%ETFVEUVanguard FTSE All-World ex-US ETF$15,145,771$304,331 ▲2.1%249,6836.2%ETFSCHBSchwab US Broad Market ETF$9,884,616$2,153 ▼0.0%459,1094.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$7,544,893$127,239 ▲1.7%91,1993.1%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$6,668,333$177,094 ▼-2.6%134,3882.7%ETFSCHFSchwab International Equity ETF$3,948,303$237,973 ▲6.4%199,6111.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,625,995$1,468,597 ▲68.1%39,5291.5%ETFAAPLApple$1,121,979$1,111 ▲0.1%5,0510.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$767,4500.0%1,3720.3%FinanceBNDVanguard Total Bond Market ETF$760,6730.0%10,3560.3%ETFVUGVanguard Growth ETF$580,3330.0%1,5650.2%ETFMSFTMicrosoft$488,007$11,262 ▲2.4%1,3000.2%Computer and TechnologyVVVanguard Large-Cap ETF$371,4080.0%1,4450.2%ETFIVViShares Core S&P 500 ETF$338,8260.0%6030.1%ETFVOOVanguard S&P 500 ETF$301,151$16,959 ▲6.0%5860.1%ETFQUALiShares MSCI USA Quality Factor ETF$270,1770.0%1,5810.1%ETFDUKDuke Energy$225,401$225,401 ▲New Holding1,8480.1%UtilitiesOMFLInvesco Russell 1000 Dynamic Multifactor ETF$224,4350.0%4,2100.1%ETFXOMExxon Mobil$223,588$33,062 ▼-12.9%1,8800.1%EnergyVGTVanguard Information Technology ETF$202,3080.0%3730.1%ETFQQQInvesco QQQ$0$217,273 ▼-100.0%00.0%FinanceVBVanguard Small-Cap ETF$0$213,128 ▼-100.0%00.0%ETFSCHXSchwab US Large-Cap ETF$0$206,052 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$179,184 ▼-100.0%00.0%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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