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Patricia Hall

@Beacon Wealthcare Llc

Latest period2024 - Q4ReportedManaged Assets$246.515MTotal holdings25
Assets growth rate-0.53%Assets growth rate (2-Q avg)3.76%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Wealthcare Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Beacon Wealthcare Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.515M in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of 3.76%. The portfolio is managed by Patricia Hall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Ttl Stk
Recent Activity
Decreased -0.25%
53.67%
$132.285M
456,455 shares@ $289.81 avg price
IEFIshs Brclys 7-10tsy
Recent Activity
Decreased -1.32%
14.62%
$36.035M
389,776 shares@ $92.45 avg price
SCHRSchwab Inter Tsy
Recent Activity
Increased 110.25%
10.96%
$27.016M
1.112M shares@ $24.3 avg price
VEUVanguard Ftse All
Recent Activity
Increased 1.49%
5.7%
$14.046M
244,666 shares@ $57.41 avg price
SCHBSchwb Us Broad
Recent Activity
Increased 197.86%
4.23%
$10.424M
459,209 shares@ $22.7 avg price
SHYIshs Lehman 1-3tsy
Recent Activity
Increased 7.45%
2.99%
$7.35M
89,661 shares@ $81.99 avg price
VTEBVanguard Tx Ex Bd
Recent Activity
Increased 7.77%
2.81%
$6.916M
137,957 shares@ $50.13 avg price
SCHFSchwab Intl Equity
Recent Activity
Increased 113.06%
1.41%
$3.47M
187,580 shares@ $18.5 avg price
BILSpdr Brcy1-3 Ser
Recent Activity
Increased 15.62%
0.88%
$2.15M
23,519 shares@ $91.43 avg price
AAPLApple
Recent Activity
Decreased -4.86%
0.52%
$1.264M
5,046 shares@ $250.42 avg price