Beacon Wealthcare LLC
CIK 1849336 · Holdings on Jun 30, 2024 · First reported Jul 3, 2024
Top ten holdings
Q2 2024- VTI52.89%
- IEF15.97%
- SCHR10.56%
- VEU5.95%
- SCHB4.36%
- SHY2.79%
- VTEB2.47%
- SCHF1.46%
- BIL1.09%
- AAPL0.46%
Share classes counted separately98.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IEFWeight decreased · -0.98 pp16.95% → 15.97%Shares -1.36K (-0.35%)
- SCHRWeight increased · +0.94 pp9.62% → 10.56%Shares +66.70K (+15.51%)
- SHYWeight increased · +0.43 pp2.36% → 2.79%Shares +14.91K (+23.53%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USETF View history and evidence | $121.32M | 52.89% | 453.52K shares | 52.96% → 52.89%-0.07 pp +6.69K (+1.50%) | Added | ↗▾ |
| 02 | IEFISHARES 7-10 YEAR TREASURY BETF View history and evidence | $36.65M | 15.97% | 391.30K shares | 16.95% → 15.97%-0.98 pp -1.36K (-0.35%) | Reduced | ↗▾ |
| 03 | SCHRSCHWAB INTERMEDIATE-TERM USETF View history and evidence | $24.22M | 10.56% | 496.59K shares | 9.62% → 10.56%+0.94 pp +66.70K (+15.51%) | Added | ↗▾ |
| 04 | VEUVANGUARD FTSE ALL-WORLD EX-UETF View history and evidence | $13.65M | 5.95% | 232.82K shares | 6.00% → 5.95%-0.05 pp +8.67K (+3.87%) | Added | ↗▾ |
| 05 | SCHBSCHWAB US BROAD MARKET ETFETF View history and evidence | $10.01M | 4.36% | 159.22K shares | 4.47% → 4.36%-0.11 pp -1.36K (-0.85%) | Reduced | ↗▾ |
| 06 | SHYISHARES 1-3 YEAR TREASURY BOETF View history and evidence | $6.39M | 2.79% | 78.26K shares | 2.36% → 2.79%+0.43 pp +14.91K (+23.53%) | Added | ↗▾ |
| 07 | VTEBVANGUARD TAX-EXEMPT BOND ETFETF View history and evidence | $5.66M | 2.47% | 112.97K shares | 2.43% → 2.47%+0.04 pp +7.87K (+7.49%) | Added | ↗▾ |
| 08 | SCHFSCHWAB INTL EQUITY ETFETF View history and evidence | $3.36M | 1.46% | 87.33K shares | 1.55% → 1.46%-0.09 pp +460 (+0.53%) | Added | ↗▾ |
| 09 | BILSS SPDR BB 1-3M T-BILL ETFETF View history and evidence | $2.50M | 1.09% | 27.28K shares | 1.02% → 1.09%+0.07 pp +2.95K (+12.14%) | Added | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $1.07M | 0.46% | 5.06K shares | 0.40% → 0.46%+0.06 pp -37 (-0.73%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VB VANGUARD MOST SM-CAP ETF-USD | Non-derivative | -887 | -$202.76K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1849336 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 3, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 229393338
}Take these holdings further.
This page includes 19 of 19 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 19 of 19 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1849336","quarter":"2024Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1849336","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.