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Home > Institutional Investor > Beacon Wealthcare Llc > Profile

Instuitional Investor - Beacon Wealthcare Llc

Fund Profile
Filing Period:
Fund Name: Beacon Wealthcare Llc
Portfolio Value $207,859,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Ttl Stk
 446,703 $105,966,806 50.98%
2.
Ishares Trust
 IEF 416,067 $40,104,707 19.29%
3.
Schwab Strategic Trust
 FNDF 378,017 $18,794,989 9.04%
4.
Vanguard Intl Equity Index Funds
 VWO 220,405 $12,373,537 5.95%
5.
Schwab Strategic Trust
 FNDF 162,768 $9,061,317 4.35%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)