Beacon Wealthcare LLC Portfolio Holdings
Beacon Wealthcare LLC
- $229 Million
- Q2 2024
Beacon Wealthcare LLC has filed its 13F form on July 03, 2024 for Q2 2024 where it was disclosed a total value porftolio of $229 Million distributed in 19 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $121M, Ishares Barclays with a value of $36.6M, Schwab Intermediate Term Us Tr with a value of $24.2M, Vanguard Ftse All World Ex Us with a value of $13.7M, and Schwab Strategic Tr Us Broad M with a value of $10M.
Examining the 13F form we can see an increase of $10.1M in the current position value, from $219M to 229M.
Beacon Wealthcare LLC is based out at Raleigh, NC
Below you can find more details about Beacon Wealthcare LLC portfolio as well as his latest detailed transactions.