Beacon Wealthcare LLC Portfolio Holdings by Sector
Beacon Wealthcare LLC
- $248 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$129,583
52.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IEF SCHR VEU SCHB SHY VTEB SCHF BIL 22 stocks |
$115,555
46.63% of portfolio
|
17
|
3
|
8
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,235
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$601
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$589
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$272
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|