Beacon Wealthcare LLC Portfolio Holdings by Sector
Beacon Wealthcare LLC
- $245 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$126,556
51.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IEF SCHR VEU SCHB SHY VTEB SCHF BIL 17 stocks |
$116,464
47.52% of portfolio
|
6
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,121
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$488
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$225
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$223
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|