Beacon Wealthcare, Inc current holdings: USA ETF
Beacon Wealthcare, Inc reported $0.17 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 8 positions, in its Form 13F for the quarter ended 2020-12-31; the largest are VTI, IEF, VEU.
- VTI: Country of operation —; Class ETF; Shares 437,612; Value $85,177,000.
- IEF: Country of operation —; Class ETF; Shares 461,731; Value $55,385,000.
- VEU: Country of operation —; Class ETF; Shares 176,543; Value $10,303,000.
- SCHR: Country of operation —; Class ETF; Shares 117,758; Value $6,856,000.
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 | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|
| VTI Vanguard Ttl Stk | ETF | 437,612 | $85,177,000 | 2020-12-31 | 2021-02-10 | ||
| IEF iShs Brclys 7-10Tsy | ETF | 461,731 | $55,385,000 | 2020-12-31 | 2021-02-10 | ||
| VEU Vngrd FTSE AllWrd | ETF | 176,543 | $10,303,000 | 2020-12-31 | 2021-02-10 | ||
| SCHR Schwab Inter Tsy | ETF | 117,758 | $6,856,000 | 2020-12-31 | 2021-02-10 | ||
| SPDR Brcy 1-3T CUSIP 78464A680 | ETF | 64,492 | $5,902,000 | 2020-12-31 | 2021-02-10 | ||
| SCHB Schwab US Brd Mkt | ETF | 48,371 | $4,401,000 | 2020-12-31 | 2021-02-10 | ||
| SCHF Schwab Inter Eqty | ETF | 68,269 | $2,458,000 | 2020-12-31 | 2021-02-10 | ||
| SPY SPDR S&P 500 | COM | 1,348 | $504,000 | 2020-12-31 | 2021-02-10 |
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