Beacon Wealthcare LLC Purchases and Sells in Q2 2025

Beacon Wealthcare LLC

$265 Million
Q2 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	2.14K + 0.46%	$243.75 - $303.93 $523K - $652K	465K $141M
VEU	3.84K + 1.54%	$54.19 - $67.22 $208K - $258K	254K $17M
VOO	1.31K + 222.7%	$456.74 - $568.03 $596K - $741K	1.89K $1.07M
SCHR	7.89K + 0.68%	$24.54 - $25.07 $193K - $198K	1.18M $29.4M
SCHF	237 + 0.12%	$17.76 - $22.1 $4.21K - $5.24K	200K $4.42M
VTEB	7.76K + 5.78%	$48.13 - $49.85 $374K - $387K	142K $6.97M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	425 New	$416.06 - $551.64 $177K - $234K	425 $234K
SCHX	8.89K New	$19.6 - $24.44 $174K - $217K	8.89K $217K
VB	900 New	$193.73 - $237.37 $174K - $214K	900 $213K
AGG	2.11K New	$96.84 - $99.46 $204K - $210K	2.11K $209K

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-6.66K - 16.85%	$91.43 - $91.74 $609K - $611K	32.9K $3.02M
BND	-1.4K - 13.54%	$72.02 - $73.82 $101K - $103K	8.95K $659K
IEF	-2.86K - 0.74%	$93.15 - $96.56 $266K - $276K	384K $36.8M
SCHB	-5.47K - 1.19%	$19.1 - $23.83 $104K - $130K	454K $10.8M

Activity Summary All Purchases 16 New Holdings 4 Increased Positions 12 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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