Beacon Investment Management

Beacon Wealthcare as of Dec. 31, 2019

Portfolio Holdings for Beacon Wealthcare

Beacon Wealthcare holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 46.3 $67M 407k 164.98
iShares Lehman 7-10 Yr Treas. Bond (IEF) 32.3 $47M 423k 110.73
Schwab Strategic Tr intrm trm (SCHR) 6.6 $9.6M 174k 55.04
Vanguard FTSE All-World ex-US ETF (VEU) 6.2 $9.1M 166k 54.44
Schwab U S Broad Market ETF (SCHB) 3.0 $4.3M 56k 77.54
SPDR Barclays Capital 1-3 Month T- 2.8 $4.1M 45k 91.46
Spdr S&p 500 Etf (SPY) 1.3 $1.9M 5.9k 324.78
Schwab International Equity ETF (SCHF) 0.9 $1.4M 40k 33.89
Apple (AAPL) 0.3 $434k 1.4k 300.35
Microsoft Corporation (MSFT) 0.2 $249k 1.5k 160.75