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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
AAPLApple
Recent Activity
Decreased -4.86%
0.52%
$1.264M
5,046 shares@ $250.42 avg price
BNDVanguard Bd Fd
Recent Activity
Decreased 0%
0.31%
$744,711
10,356 shares@ $71.92 avg price
MSFTMicrosoft
Recent Activity
Decreased -7.29%
0.22%
$535,305
1,270 shares@ $421.5 avg price
IVVIshs Core S&p
Recent Activity
Decreased -5.48%
0.15%
$354,974
603 shares@ $588.68 avg price
VOOVanguard Indx
Recent Activity
Decreased -54.52%
0.13%
$297,962
553 shares@ $538.82 avg price
QUALIshs Msci Usa
Recent Activity
Decreased -0.87%
0.12%
$281,544
1,581 shares@ $178.08 avg price
XOMExxon Mobil
Recent Activity
Decreased -7.18%
0.1%
$232,136
2,158 shares@ $107.57 avg price
QQQInvesco Qqq
Recent Activity
Decreased -0.7%
0.09%
$217,273
425 shares@ $511.24 avg price