Beacon Wealthcare LLC Buys Schwab Intermediate-Term U.S. …

Investment company Beacon Wealthcare LLC (Current Portfolio) buys Schwab Intermediate-Term U.S. Treasury ETF, iShares Core S&P 500 ETF, Vanguard Information Technology ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Beacon Wealthcare LLC. As of 2021Q4, Beacon Wealthcare LLC owns 12 stocks with a total value of $215 million. These are the details of the buys and sells.

• New Purchases: IVV, VGT,

• Added Positions: SCHR, SCHF, VEU, SCHB,

• Reduced Positions: IEF, AAPL,

For the details of Beacon Wealthcare LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/beacon+wealthcare+llc/current-portfolio/portfolio

These are the top 5 holdings of Beacon Wealthcare LLC

1. Vanguard Total Stock Market ETF (VTI) – 476,679 shares, 53.50% of the total portfolio. Shares added by 0.01%

2. iShares 7-10 Year Treasury Bond ETF (IEF) – 573,515 shares, 30.66% of the total portfolio. Shares reduced by 1.83%

3. Vanguard FTSE All-World ex-US ETF (VEU) – 204,116 shares, 5.81% of the total portfolio. Shares added by 2.28%

4. Schwab Intermediate-Term U.S. Treasury ETF (SCHR) – 200,093 shares, 5.22% of the total portfolio. Shares added by 44.56%

5. Schwab U.S. Broad Market ETF (SCHB) – 41,725 shares, 2.19% of the total portfolio. Shares added by 4.45%

New Purchase: iShares Core S&P 500 ETF (IVV)

Beacon Wealthcare LLC initiated holding in iShares Core S&P 500 ETF. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $468.100000. The impact to a portfolio due to this purchase was 0.14%. The holding were 620 shares as of 2021-12-31.

New Purchase: Vanguard Information Technology ETF (VGT)

Beacon Wealthcare LLC initiated holding in Vanguard Information Technology ETF. The purchase prices were between $396.28 and $466.1, with an estimated average price of $439.09. The stock is now traded at around $434.860000. The impact to a portfolio due to this purchase was 0.1%. The holding were 462 shares as of 2021-12-31.

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Added: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

Beacon Wealthcare LLC added to a holding in Schwab Intermediate-Term U.S. Treasury ETF by 44.56%. The purchase prices were between $55.73 and $56.61, with an estimated average price of $56.19. The stock is now traded at around $55.440000. The impact to a portfolio due to this purchase was 1.61%. The holding were 200,093 shares as of 2021-12-31.

Here is the complete portfolio of Beacon Wealthcare LLC. Also check out:

1. Beacon Wealthcare LLC’s Undervalued Stocks

2. Beacon Wealthcare LLC’s Top Growth Companies, and

3. Beacon Wealthcare LLC’s High Yield stocks

4. Stocks that Beacon Wealthcare LLC keeps buyingThis article first appeared on GuruFocus.