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 |