Beacon Wealthcare as of Sept. 30, 2019
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 10 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 44.5 | $62M | 410k | 151.00 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 34.0 | $47M | 420k | 112.47 | |
Schwab Strategic Tr intrm trm (SCHR) | 7.2 | $9.9M | 179k | 55.56 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 5.9 | $8.2M | 164k | 49.90 | |
Schwab U S Broad Market ETF (SCHB) | 2.9 | $4.1M | 57k | 71.01 | |
SPDR Barclays Capital 1-3 Month T- | 2.8 | $3.9M | 43k | 91.59 | |
Spdr S&p 500 Etf (SPY) | 1.3 | $1.8M | 6.0k | 296.80 | |
Schwab International Equity ETF (SCHF) | 0.9 | $1.3M | 41k | 31.86 | |
Apple (AAPL) | 0.2 | $324k | 1.4k | 224.22 | |
Microsoft Corporation (MSFT) | 0.2 | $291k | 2.1k | 139.03 |