Beacon Wealthcare, Inc

13F Filings History

Latest 13F report
Q4 2020 - Feb 10, 2021
Value $
$172M
Signature - Title
Patricia Hall - CCO
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by Beacon Wealthcare, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beacon Wealthcare, Inc reported 10 stock holdings with total value $172M as of Q4 2020. Top holdings included VTI, IEF, VEU, SCHR, and BIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2020 10 $172M +$3.49M -$4.31M -$825K VTI, IEF, VEU, SCHR, BIL 13F-HR 2/10/2021, 01:21 PM
Q3 2020 10 $160M +$422K -$6.16M -$5.73M VTI, IEF, VEU, SCHR, BIL 13F-HR 10/7/2020, 01:28 PM
Q2 2020 10 $159M +$5.12M -$3.26M +$1.87M VTI, IEF, VEU, SCHR, BIL 13F-HR 7/2/2020, 01:15 PM
Q1 2020 11 $141M +$14.8M -$5.61M +$9.15M VTI, IEF, SCHR, VEU, BIL 13F-HR 4/27/2020, 11:03 AM
Q4 2019 10 $145M +$667K -$892K -$225K VTI, IEF, SCHR, VEU, SCHB 13F-HR 1/6/2020, 02:01 PM
Q3 2019 10 $139M +$6.73M -$637K +$6.1M VTI, IEF, SCHR, VEU, SCHB 13F-HR 10/10/2019, 10:56 AM
Q2 2019 9 $131M +$4.73M -$296K +$4.43M VTI, IEF, SCHR, VEU, SCHB 13F-HR 7/5/2019, 02:00 PM
Q1 2019 9 $123M +$3.61M -$44.7M -$41.1M VTI, IEF, SCHR, VEU, SCHB 13F-HR 4/11/2019, 03:35 PM
Q4 2018 11 $152M +$49.8M -$367K +$49.4M VTI, IEF, SCHR, VEU, SCHB 13F-HR 1/11/2019, 12:38 PM
Q3 2018 9 $110M +$4.02M $0 +$4.02M VTI, IEF, VEU, SCHR, SCHB 13F-HR 10/9/2018, 02:38 PM
Q2 2018 7 $103M +$5.66M -$520K +$5.14M VTI, IEF, VEU, SCHR, SCHB 13F-HR 7/10/2018, 12:45 PM
Q1 2018 7 $96.9M +$3.35M -$435K +$2.92M VTI, IEF, VEU, SCHB, SCHR 13F-HR 4/18/2018, 03:45 PM
Q4 2017 7 $95.5M $0 $0 VTI, IEF, VEU, SCHB, SCHF 13F-HR 3/26/2018, 03:47 PM