Beacon Investment Management

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