Beacon Wealthcare LLC Portfolio Holdings by Sector
Beacon Wealthcare LLC
- $265 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$141,325
53.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IEF SCHR VEU SCHB SHY VTEB SCHF BIL 21 stocks |
$121,913
45.98% of portfolio
|
  12  
|
  4  
|
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,048
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$661
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$218
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|