Beacon Wealthcare LLC Portfolio Holdings by Sector
Beacon Wealthcare LLC
- $246 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$132,285
53.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IEF SCHR VEU SCHB SHY VTEB SCHF BIL 21 stocks |
$112,177
45.51% of portfolio
|
  9  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,263
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$535
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$232
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|