Beacon Wealthcare LLC Purchases in Q3 2024

Beacon Wealthcare LLC

  • $248 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.11K
+ 0.91%
$255.18 - $283.2 $1.05M - $1.16M
458K $130M
SCHR
Schwab Intermediate Term Us Tr

ETFs
32.4K
+ 6.53%
$48.4 - $50.91 $1.57M - $1.65M
529K $26.8M
IEF
Ishares Barclays

ETFs
3.71K
+ 0.95%
$92.67 - $99.14 $344K - $368K
395K $38.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.26K
+ 3.55%
$56.47 - $63.69 $467K - $526K
241K $15.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15K
+ 13.31%
$49.93 - $51.15 $751K - $769K
128K $6.54M
VUG
Vanguard Growth ETF

ETFs
1.57K
New
$341.08 - $391.94 $534K - $613K
1.57K $600K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.19K
+ 6.63%
$81.31 - $83.29 $422K - $432K
83.5K $6.94M
VV
Vanguard Large Cap ETF

ETFs
1.45K
New
$236.92 - $263.4 $342K - $381K
1.45K $380K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.6K
New
$162.64 - $179.3 $259K - $286K
1.6K $285K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
468
+ 62.57%
$475.2 - $527.7 $222K - $247K
1.22K $641K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.3K
New
$178.94 - $207.0 $233K - $269K
1.3K $261K
OMFL
Invesco Exchange Traded Self I

ETFs
4.21K
New
$47.65 - $52.99 $201K - $223K
4.21K $223K
VB
Vanguard Small Cap ETF

ETFs
887
New
$214.77 - $237.72 $191K - $211K
887 $210K
QQQ
Invesco Qqq Trust, Series 1

ETFs
428
New
$434.77 - $502.96 $186K - $215K
428 $208K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.96K
New
$61.11 - $67.85 $181K - $201K
2.96K $201K
AAPL
Apple Inc.

Technology
242
+ 4.78%
$207.23 - $234.82 $50.1K - $56.8K
5.3K $1.24M
ACN
Accenture PLC

Technology
43
+ 2.59%
$295.44 - $355.81 $12.7K - $15.3K
1.7K $601K
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 4.02%
$517.38 - $573.86 $27.4K - $30.4K
1.37K $787K
MSFT
Microsoft Corp

Technology
148
+ 12.11%
$395.15 - $467.56 $58.5K - $69.2K
1.37K $589K
IVV
Ishares Core S&P 500 ETF

ETFs
35
+ 5.8%
$520.18 - $576.82 $18.2K - $20.2K
638 $368K
XOM
Exxon Mobil Corp

Energy
279
+ 13.64%
$109.72 - $119.0 $30.6K - $33.2K
2.33K $272K
Activity Summary
Buys All Purchases 22 New Holdings 8 Increased Positions 14 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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