Beacon Wealthcare LLC Buys 3,


Beacon Wealthcare LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in US-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

1633 GLENWOOD AVE RALEIGH, NC 27608

As of the latest 13F report, the guru’s equity portfolio contained 10 stocks valued at a total of $174.00Mil. The top holdings were VTI(50.23%), IEF(29.98%), and SCHR(8.22%).

According to GuruFocus data, these were Beacon Wealthcare LLC’s top five trades of the quarter.

iShares 7-10 Year Treasury Bond ETF

Beacon Wealthcare LLC reduced their investment in NAS:IEF by 31,655 shares. The trade had a 1.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $102.56.

On 07/01/2022, iShares 7-10 Year Treasury Bond ETF traded for a price of $103.24 per share and a market cap of $19.65Bil. The stock has returned -10.48% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Schwab US Broad Market ETF

During the quarter, Beacon Wealthcare LLC bought 44,383 shares of ARCA:SCHB for a total holding of 129,516. The trade had a 1.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.06.

On 07/01/2022, Schwab US Broad Market ETF traded for a price of $44.66 per share and a market cap of $19.47Bil. The stock has returned -14.06% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Schwab US Broad Market ETF has a price-earnings ratio of 19.31 and a price-book ratio of 3.56.

Schwab Intermediate-Term US Treasury ETF

During the quarter, Beacon Wealthcare LLC bought 28,748 shares of ARCA:SCHR for a total holding of 277,072. The trade had a 0.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $51.66.

On 07/01/2022, Schwab Intermediate-Term US Treasury ETF traded for a price of $51.96 per share and a market cap of $7.13Bil. The stock has returned -8.30% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Vanguard Total Stock Market ETF

Beacon Wealthcare LLC reduced their investment in ARCA:VTI by 2,099 shares. The trade had a 0.24% impact on the equity portfolio. During the quarter, the stock traded for an average price of $205.06.

On 07/01/2022, Vanguard Total Stock Market ETF traded for a price of $190.61 per share and a market cap of $247.04Bil. The stock has returned -14.17% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard Total Stock Market ETF has a price-earnings ratio of 19.40 and a price-book ratio of 3.56.

Schwab International Equity ETF

During the quarter, Beacon Wealthcare LLC bought 6,450 shares of ARCA:SCHF for a total holding of 79,643. The trade had a 0.12% impact on the equity portfolio. During the quarter, the stock traded for an average price of $33.83.

On 07/01/2022, Schwab International Equity ETF traded for a price of $31.5 per share and a market cap of $25.57Bil. The stock has returned -17.71% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Schwab International Equity ETF has a price-earnings ratio of 13.32 and a price-book ratio of 1.61.

Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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