13F-HR filed by Beacon Wealthcare LLC
Beacon Wealthcare LLC filed this 13F-HR for the quarter ended 2021-06-30, filed 2021-07-02, with 14 holding rows worth $201,985,000.
- Accession
- 0001849336-21-000002
- Filer
- CIK 1849336
- Filed
- 2021-07-02
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2021
A holdings report, 14 entries on the cover page, a total value of $201,985,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $201,985,000 with VALUE read as thousands by filing date, 13F file number 028-21129. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 461,419 | $102,813,000 | thousands by filing date | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 550,188 | $63,541,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 185,872 | $11,782,000 | thousands by filing date | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 140,607 | $7,996,000 | thousands by filing date | |
| SPDR Series Trust | 78464A680 | SPDR Bloomberg 1-3 Month T-Bill ETF | 63,704 | $5,827,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 42,819 | $4,465,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 70,548 | $2,783,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 5,415 | $742,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 1,376 | $589,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,721 | $466,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 3,170 | $329,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 576 | $227,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 4,040 | $221,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 1,956 | $204,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001849336-21-000002 | this filing | 2021-07-02 | acceptance time not in the bulk data set |