Beacon Investment Management

Latest statistics and disclosures from Beacon Wealthcare's latest quarterly 13F-HR filing:

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Positions held by Beacon Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beacon Wealthcare

Beacon Wealthcare holds 10 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ttl Stk Etf (VTI) 49.6 $85M 438k 194.64
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iShs Brclys 7-10Tsy Etf (IEF) 32.2 $55M +6% 462k 119.95
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Vngrd FTSE AllWrd Etf (VEU) 6.0 $10M 177k 58.36
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Schwab Inter Tsy Etf (SCHR) 4.0 $6.9M -13% 118k 58.22
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SPDR Brcy 1-3T Etf 3.4 $5.9M -5% 65k 91.52
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Schwab US Brd Mkt Etf (SCHB) 2.6 $4.4M -21% 48k 90.98
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Schwab Inter Eqty Etf (SCHF) 1.4 $2.5M -8% 68k 36.00
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Apple Etf (AAPL) 0.4 $625k -3% 4.7k 132.75
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Spdr S&p 500 Etf (SPY) 0.3 $504k 1.3k 373.89
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Microsoft Corporation (MSFT) 0.2 $283k -6% 1.3k 222.66
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Past Filings by Beacon Wealthcare

SEC 13F filings are viewable for Beacon Wealthcare going back to 2011

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