Beacon Investment Management

Beacon Wealthcare as of June 30, 2019

Portfolio Holdings for Beacon Wealthcare

Beacon Wealthcare holds 9 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 45.4 $60M 397k 150.09
iShares Lehman 7-10 Yr Treas. Bond (IEF) 32.2 $42M 385k 110.02
Schwab Strategic Tr intrm trm (SCHR) 7.8 $10M 186k 54.96
Vanguard FTSE All-World ex-US ETF (VEU) 5.9 $7.7M 152k 50.99
Schwab U S Broad Market ETF (SCHB) 3.3 $4.3M 61k 70.53
SPDR Barclays Capital 1-3 Month T- 3.0 $3.9M 43k 91.61
Spdr S&p 500 Etf (SPY) 1.3 $1.7M 6.0k 292.94
Schwab International Equity ETF (SCHF) 1.0 $1.3M 41k 32.08
Apple (AAPL) 0.2 $282k 1.4k 197.76