Beacon Investment Management

Beacon Wealthcare as of Sept. 30, 2020

Portfolio Holdings for Beacon Wealthcare

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ttl Stk Etf (VTI) 47.3 $76M 445k 170.31
iShs Brclys 7-10Tsy Etf (IEF) 32.9 $53M 433k 121.82
Vngrd FTSE AllWrd Etf (VEU) 5.6 $8.9M 177k 50.45
Schwab Inter Tsy Etf (SCHR) 5.0 $8.0M 136k 58.68
SPDR Brcy 1-3T Etf 3.9 $6.2M 68k 91.51
Schwab US Brd Mkt Etf (SCHB) 3.1 $4.9M 62k 79.63
Schwab Inter Eqty Etf (SCHF) 1.5 $2.3M 75k 31.40
Apple Etf (AAPL) 0.4 $564k 4.9k 115.74
Spdr S&p 500 Etf (SPY) 0.3 $451k 1.3k 334.57
Microsoft Corporation (MSFT) 0.2 $287k 1.4k 210.26