Beacon Investment Management

Beacon Wealthcare as of March 31, 2020

Portfolio Holdings for Beacon Wealthcare

Beacon Wealthcare holds 11 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 44.4 $63M 485k 128.91
iShares Lehman 7-10 Yr Treas. Bond (IEF) 34.8 $49M 403k 121.48
Schwab Strategic Tr intrm trm (SCHR) 5.7 $8.0M 137k 58.78
Vanguard FTSE All-World ex-US ETF (VEU) 5.5 $7.7M 187k 41.02
SPDR Barclays Capital 1-3 Month T- 5.1 $7.2M 79k 91.63
Schwab U S Broad Market ETF (SCHB) 2.4 $3.4M 56k 60.43
Schwab International Equity ETF (SCHF) 1.1 $1.6M 63k 25.83
Spdr S&p 500 Etf (SPY) 0.4 $557k 2.2k 257.63
Apple (AAPL) 0.2 $320k 1.3k 254.57
Microsoft Corporation (MSFT) 0.2 $232k 1.5k 158.15
Vanguard S&p 500 Etf idx (VOO) 0.1 $136k 576.00 236.11