Beacon Wealthcare LLC

Est. AUM

$312.1M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard Ttl Stk	ETF	$166.4M	449575	53.31%	SOLE
2	iShs 7-10 ys Tsy	ETF	$39.7M	419938	12.73%	SOLE
3	Schwab Inter Tsy	ETF	$35.5M	1437622	11.36%	SOLE
4	Vanguard FTSE All	ETF	$21.9M	261507	7.02%	SOLE
5	Schwb US Broad	ETF	$12.2M	419941	3.90%	SOLE
6	Vanguard Tx Ex Bd	ETF	$9.1M	180362	2.92%	SOLE
7	iShs Lehman 1-3Tsy	ETF	$8.7M	105748	2.78%	SOLE
8	Schwab Intl Equity	ETF	$4.7M	171168	1.52%	SOLE
9	SPDR Brcy1-3 Ser	ETF	$4.1M	44472	1.31%	SOLE
10	Apple	COM	$1.7M	5780	0.54%	SOLE
11	SPDR S&P 500	ETF	$1.7M	2222	0.53%	SOLE
12	Vanguard Indx	ETF	$1.2M	1799	0.40%	SOLE
13	Vanguard Bd Inx	ETF	$647K	8814	0.21%	SOLE
14	Vanguard Indx Fd	ETF	$594K	6900	0.19%	SOLE
15	Microsoft	COM	$499K	1339	0.16%	SOLE
16	Vanguard Inx Lrg	ETF	$497K	1445	0.16%	SOLE
17	iShs Core S&P	ETF	$496K	662	0.16%	SOLE
18	Vanguard Info Tech	ETF	$357K	2984	0.11%	SOLE
19	iShs MSCI USA	ETF	$347K	1581	0.11%	SOLE
20	Invesco QQQ Tr	ETF	$313K	425	0.10%	SOLE
21	Invesco Rusl 1000	ETF	$289K	4210	0.09%	SOLE
22	Exxon Mobil	COM	$284K	2079	0.09%	SOLE
23	Vanguard Indx Fd	ETF	$269K	887	0.09%	SOLE
24	iShs MSCI EAFE	ETF	$266K	2558	0.09%	SOLE
25	Schwab Stratgc Tr	ETF	$232K	7866	0.07%	SOLE
26	Duke Energy	COM	$222K	1757	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.