Beacon Investment Management

Beacon Wealthcare as of Sept. 30, 2018

Portfolio Holdings for Beacon Wealthcare

Beacon Wealthcare holds 9 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 48.3 $53M 356k 149.65
iShares Lehman 7-10 Yr Treas. Bond (IEF) 35.5 $39M 387k 101.17
Vanguard FTSE All-World ex-US ETF (VEU) 5.9 $6.5M 125k 52.04
Schwab Strategic Tr intrm trm (SCHR) 4.5 $5.0M 97k 51.78
Schwab U S Broad Market ETF (SCHB) 3.7 $4.1M 58k 70.37
Schwab International Equity ETF (SCHF) 1.1 $1.2M 36k 33.53
Duke Energy Corp 0.5 $534k 6.7k 79.93
Apple (AAPL) 0.3 $323k 1.4k 225.72
SPDR Barclays Capital 1-3 Month T- 0.2 $277k 3.0k 91.51