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Beacon Wealthcare's 13F Holdings: A Q3 to Q4 2020 Comparison

Ava Hoppe | 2 May, 2023

Investing in the stock market can be exciting, but it's important to keep track of changes in your portfolio and make necessary adjustments. That's why many investors turn to quarterly reports, such as Beacon Wealthcare, Inc's 13F filings, to see how their holdings have changed over time. In this blog post, we'll take a closer look at Beacon Wealthcare's Q3 2020 versus Q4 2020 13F holdings comparison.

First, let's analyze the top five holdings in Q3 2020 and their changes in shares and value in Q4 2020. Vanguard Total Stock (VTI) remained the top holding, but with a 12.4% decrease in value. iShares Barclays 7-10 Year Treasury Bond (IEF) saw an increase in both shares and value, with 5.1% growth. Vanguard FTSE All-World ex-US ETF (VEU) experienced a slight decrease in shares but a 15.1% increase in value. Schwab Intermediate-Term U.S. Treasury ETF (SCHR) had the biggest decrease in shares and value, with 13.8% and 14.0% drops, respectively. SPDR Barclays 1-3 Month T-Bill ETF (BIL) also experienced a decrease in shares and value, with 5.2% and 5.0% drops, respectively.

Looking at the bottom five holdings, we can see some interesting changes as well. Schwab U.S. Broad Market ETF (SCHB) had the largest decrease in shares, with a 21.6% drop, as well as a 10.3% decrease in value. Schwab International Equity ETF (SCHF), on the other hand, saw only a 8.5% drop in shares and a 4.9% increase in value. The remaining three holdings, Apple (AAPL), SPDR S&P 500 ETF (SPY), and Microsoft (MSFT), all remained relatively stable in terms of shares and value.

It's worth noting that Q4 2020 saw a lot of volatility in the stock market due to the ongoing COVID-19 pandemic and the U.S. presidential election. This could have contributed to some of the changes in Beacon Wealthcare's holdings. However, it's also important to remember that changes in holdings can be influenced by a variety of factors, including changes in market trends, adjustments to investment strategies, and investor sentiment.

Overall, flipping through Beacon Wealthcare's Q3 2020 versus Q4 2020 13F filings can provide valuable insights for both novice and experienced investors. By analyzing the changes in holdings, investors can make informed decisions about their own portfolios and potentially adjust their strategies accordingly. As always, it's important to do proper research and seek professional advice before making any investment decisions.

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