13F Filings History of Beacon Wealthcare, Inc

Latest 13F report
Q4 2020 - 10 Feb 2021
Value $
$171,894,000
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 $171,894,000 as of Q4 2020. Top holdings included VTI, IEF, VEU, SCHR, and BIL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2020 10 $171,894,000 +$3,486,370 -$4,311,315 -$824,945 VTI, IEF, VEU, SCHR, BIL 13F-HR 10 Feb 2021, 13:21
Q3 2020 10 $160,165,000 +$422,335 -$6,156,654 -$5,734,319 VTI, IEF, VEU, SCHR, BIL 13F-HR 07 Oct 2020, 13:28
Q2 2020 10 $158,669,000 +$5,124,526 -$3,258,710 +$1,865,816 VTI, IEF, VEU, SCHR, BIL 13F-HR 02 Jul 2020, 13:15
Q1 2020 11 $140,729,000 +$14,764,145 -$5,614,902 +$9,149,243 VTI, IEF, SCHR, VEU, BIL 13F-HR 27 Apr 2020, 11:03
Q4 2019 10 $145,039,000 +$667,176 -$891,998 -$224,822 VTI, IEF, SCHR, VEU, SCHB 13F-HR 06 Jan 2020, 14:01
Q3 2019 10 $138,846,000 +$6,734,729 -$636,786 +$6,097,943 VTI, IEF, SCHR, VEU, SCHB 13F-HR 10 Oct 2019, 10:56
Q2 2019 9 $131,418,000 +$4,727,734 -$296,266 +$4,431,468 VTI, IEF, SCHR, VEU, SCHB 13F-HR 05 Jul 2019, 14:00
Q1 2019 9 $123,104,000 +$3,614,720 -$44,687,655 -$41,072,935 VTI, IEF, SCHR, VEU, SCHB 13F-HR 11 Apr 2019, 15:35
Q4 2018 11 $151,508,000 +$49,802,573 -$366,896 +$49,435,677 VTI, IEF, SCHR, VEU, SCHB 13F-HR 11 Jan 2019, 12:38
Q3 2018 9 $110,274,000 +$4,017,702 $0 +$4,017,702 VTI, IEF, VEU, SCHR, SCHB 13F-HR 09 Oct 2018, 14:38
Q2 2018 7 $103,241,000 +$5,655,877 -$519,970 +$5,135,907 VTI, IEF, VEU, SCHR, SCHB 13F-HR 10 Jul 2018, 12:45
Q1 2018 7 $96,927,000 +$3,353,160 -$435,417 +$2,917,743 VTI, IEF, VEU, SCHB, SCHR 13F-HR 18 Apr 2018, 15:45
Q4 2017 7 $95,465,000 $0 $0 $0 VTI, IEF, VEU, SCHB, SCHF 13F-HR 26 Mar 2018, 15:47