StockDriftsStockDriftsTop 26 Beacon Wealthcare Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Ttl Stk | 51.1% | 451.7K | $144.9M | -2.94%(-13.69K) | $205.76(+73.50%) | 2026-03-31 | |
| IEF | iShs 7-10 ys Tsy | 13.9% | 413.0K | $39.4M | +1.85%(+7.51K) | $114.20(-17.23%) | 2026-03-31 | |
| SCHR | Schwab Inter Tsy | 12.38% | 1.41M | $35.1M | +4.74%(+63.77K) | $25.87(-4.50%) | 2026-03-31 | |
| VEU | Vanguard FTSE All | 6.94% | 262.2K | $19.7M | +0.47%(+1.23K) | $59.45(+36.69%) | 2026-03-31 | |
| SCHB | Schwb US Broad | 3.85% | 434.9K | $10.9M | -2.86%(-12.81K) | $15.75(+77.40%) | 2026-03-31 | |
| SHY | iShs Lehman 1-3Tsy | 3.01% | 103.5K | $8.5M | +2.30%(+2.32K) | $81.80(+0.48%) | 2026-03-31 | |
| VTEB | Vanguard Tx Ex Bd | 2.87% | 163.2K | $8.1M | +5.53%(+8.54K) | $49.67(+0.95%) | 2026-03-31 | |
| SCHF | Schwab Intl Equity | 1.5% | 172.0K | $4.3M | -12.30%(-24.14K) | $18.26(+45.95%) | 2026-03-31 | |
| BIL | SPDR Brcy1-3 Ser | 1.33% | 41.0K | $3.8M | +54.32%(+14.45K) | $91.56(-0.15%) | 2026-03-31 | |
| AAPL | Apple | 0.52% | 5.8K | $1.5M | -0.60%(-35) | $166.40(+70.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.70% | +32.00% |
| Top 20 Holdings Unweighted | +8.03% | +26.07% |
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