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 |