13FBOX
Beacon Wealthcare, Inc · 13F Holdings
Options Calculator Rankings

Beacon Wealthcare, Inc

No.10517 Data as of 2020Q4
Latest AUM (Q4 2020)
$171.9M
QoQ Change Q3 2020
+$11.7M+7.3%
Holdings
10
New Buys
0
Adds
1
Reduces
8
Exits
0
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2020 ValueQ4 2020 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GGENERAL DYNAMICS CORPVTI
49.55%47.31%$85.2M437,612$75.8M444,955-7,343-1.65%Reduce
IISHARES 7-10YRIEF
32.22%32.91%$55.4M461,731$52.7M432,666+29,065+6.72%Add
VVANGUARD INTL EQUITY INDEX FVEU
5.99%5.59%$10.3M176,543$8.9M177,361-818-0.46%Reduce
SSCHWAB STRATEGIC TRSCHR
3.99%4.97%$6.9M117,758$8.0M135,533-17,775-13.11%Reduce
SSPDR Series Trust
3.43%3.89%$5.9M64,492$6.2M68,034-3,542-5.21%Reduce
SSCHWAB U.S. BROAD MARKET ETFSCHB
2.56%3.06%$4.4M48,371$4.9M61,594-13,223-21.47%Reduce
SSCHWAB STRATEGIC TRSCHF
1.43%1.46%$2.5M68,269$2.3M74,640-6,371-8.54%Reduce
APPLE INCAAPL
0.36%0.35%$625,0004,708$564,0004,873-165-3.39%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
0.29%0.28%$504,0001,348$451,0001,34800.00%Unchanged
MICROSOFT CORPMSFT
0.16%0.18%$283,0001,271$287,0001,365-94-6.89%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow