Beacon Wealthcare LLC Reduced Holdings in Q2 2024

Beacon Wealthcare LLC

  • $229 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-1.36K
- 0.35%
$91.24 - $94.6 $124K - $129K
391K $36.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.58K
- 25.68%
$70.55 - $72.66 $252K - $260K
10.4K $746K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-168
- 18.34%
$455.1 - $504.28 $76.5K - $84.7K
748 $374K
MSFT
Microsoft Corp

Technology
-194
- 13.7%
$389.33 - $452.85 $75.5K - $87.9K
1.22K $546K
AAPL
Apple Inc.

Technology
-37
- 0.73%
$165.0 - $216.67 $6.11K - $8.02K
5.06K $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.36K
- 0.85%
$57.57 - $63.3 $78.5K - $86.3K
159K $10M
Activity Summary
Buys All Purchases 10 New Holdings 1 Increased Positions 9 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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