Beacon Investment Management

Beacon Wealthcare as of June 30, 2020

Portfolio Holdings for Beacon Wealthcare

Beacon Wealthcare holds 10 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 46.4 $74M 471k 156.53
iShares Lehman 7-10 Yr Treas. Bond (IEF) 33.5 $53M 437k 121.87
Vanguard FTSE All-World ex-US ETF (VEU) 5.6 $8.8M 185k 47.61
Schwab Strategic Tr intrm trm (SCHR) 5.1 $8.1M 138k 58.78
SPDR Barclays Capital 1-3 Month T- 4.3 $6.8M 74k 91.53
Schwab U S Broad Market ETF (SCHB) 3.0 $4.7M 64k 73.48
Schwab International Equity ETF (SCHF) 1.4 $2.3M 76k 29.75
Apple (AAPL) 0.3 $447k 1.2k 365.20
Spdr S&p 500 Etf (SPY) 0.3 $416k 1.3k 308.61
Microsoft Corporation (MSFT) 0.2 $281k 1.4k 203.62