Beacon Wealthcare LLC Portfolio Holdings by Sector
Beacon Wealthcare LLC
- $283 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$152,423
53.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IEF SCHR VEU SCHB SHY VTEB SCHF BIL 20 stocks |
$127,710
45.19% of portfolio
|
  6  
|
  7  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,531
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$741
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$228
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|