Beacon Wealthcare LLC Portfolio Holdings by Sector
Beacon Wealthcare LLC
- $229 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$121,321
52.89% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IEF SCHR VEU SCHB SHY VTEB SCHF BIL 14 stocks |
$105,714
46.09% of portfolio
|
  8  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,066
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$546
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$503
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$235
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|