Beacon Wealthcare as of Dec. 31, 2018
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 11 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 45.9 | $70M | 545k | 127.63 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 30.4 | $46M | 443k | 104.20 | |
| Schwab Strategic Tr intrm trm (SCHR) | 11.6 | $18M | 331k | 52.95 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 6.1 | $9.3M | 204k | 45.58 | |
| Schwab U S Broad Market ETF (SCHB) | 3.2 | $4.9M | 82k | 59.93 | |
| Schwab International Equity ETF (SCHF) | 1.0 | $1.5M | 54k | 28.34 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $1.5M | 6.0k | 250.00 | |
| SPDR Barclays Capital 1-3 Month T- | 0.3 | $442k | 4.8k | 91.53 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $266k | 1.2k | 229.71 | |
| Apple (AAPL) | 0.2 | $237k | 1.5k | 157.79 | |
| Duke Energy Corp | 0.1 | $210k | 2.4k | 86.35 |
