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  Name: Beacon Wealthcare LLC
  City: RALEIGH
  State: NC
  Zip: 27608
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $219,282,000
  Total Value Change : $11,421,000
  Securities Held Change : 3
   
All Securities Held : 19
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 0
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 2 - $92.95 $37,169,000 392,663 16.95% -2,936,000 -23,404 0.141    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 5 - $61.77 $9,804,000 160,583 4.47% 743,000 -2,185 0.082    Closed - End Fund - Debt
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 9 - $0.00 $2,233,000 24,326 1.02% -1,407,000 -15,499 0.003    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 10 - $71.72 $1,012,000 13,936 0.46% -758,000 -10,127 0.002    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 16 - $490.80 $440,000 916 0.2% -30,000 -160 0    Closed - End Fund - E...

      5 Records Found
  1    
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