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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VIGVanguard Spcl Div
| 0.08% | $179,184 915 shares@ $195.83 avg price | New Position |