Beacon Wealthcare, Inc current holdings: USA Stocks
Beacon Wealthcare, Inc reported $0.00 billion in share positions in stocks (listed in the US), 2 positions, in its Form 13F for the quarter ended 2020-12-31; the largest are AAPL, MSFT.
- AAPL: Country of operation United States; Class ETF; Shares 4,708; Value $625,000.
- MSFT: Country of operation United States; Class COM; Shares 1,271; Value $283,000.
Form 13F-HR as filed (SEC CIK 1107576): quarter ended 2020-12-31, filed 2021-02-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2020-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL Apple | United States | ETF | 4,708 | $625,000 | 68.83% | 2020-12-31 | 2021-02-10 | |
| MSFT Microsoft | United States | COM | 1,271 | $283,000 | 31.17% | 2020-12-31 | 2021-02-10 | +128.83% |
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