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 |