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Home > Institutional Investor > Beacon Wealthcare, Inc > Profile

Instuitional Investor - Beacon Wealthcare, Inc

Fund Profile
Filing Period:
Fund Name: Beacon Wealthcare, Inc
Portfolio Value $171,894,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Ttl Stk
 437,612 $85,177,000 49.55%
2.
Ishares Trust
 IEF 461,731 $55,385,000 32.22%
3.
Vanguard Intl Equity Index Funds
 VWO 176,543 $10,303,000 5.99%
4.
Schwab Strategic Trust
 FNDF 117,758 $6,856,000 3.98%
5.
Spdr Series Trust
 64,492 $5,902,000 3.43%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)