account_balance
Investment manager · 13F filer · SEC CIK 1849336
Beacon Wealthcare LLC
Reported value$315Mas of Sep 30, 2026
Positions32 6 new, 0 sold out
Top 10 weight96.7%VTI alone is 53%
FiledOct 22 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
52.6%
IEFiShares Tr
12.2%Added +3%
SCHRSchwab Strategic Tr
10.9%
VEUVanguard Intl Equity Index F
7.5%Added +9%
SCHBSchwab Strategic Tr
3.9%
SHYiShares Tr
3.2%Added +16%
VTEBVanguard Mun Bd FDS
2.8%Added +4%
BIL1.5%
SCHF1.5%
AAPLSPYVOO
VTIVanguard Index FDS
52.6%
IEFiShares Tr
12.2%Added +3%
SCHRSchwab Strategic Tr
10.9%
VEUVanguard Intl Equity Index F
7.5%
SCHB
SHY3.2%
VTEB2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 52.6% Held
IEF iShares Tr 12.2% Added +3%
SCHR Schwab Strategic Tr 10.9% Held
VEU Vanguard Intl Equity Index F 7.5% Added +9%
SCHB Schwab Strategic Tr 3.9% Held
SHY iShares Tr 3.2% Added +16%
VTEB Vanguard Mun Bd FDS 2.8% Added +4%
BIL SPDR Series Trust 1.5% Added +19%
SCHF Schwab Strategic Tr 1.5% Added +2%
AAPL Apple Inc. 0.6% HeldSPY SPDR S&P 500 ETF Trust 0.5% HeldVOO Vanguard Index FDS 0.5% Added +27%
What changed
Biggest moves since Jun 30, 2026
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