Beacon Wealthcare as of March 31, 2021
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 50.6 | $95M | 458k | 206.69 | |
| iShs Brclys 7-10Tsy Etf (IEF) | 31.7 | $59M | 526k | 112.93 | |
| Vngrd FTSE AllWrd Etf (VEU) | 6.0 | $11M | 185k | 60.68 | |
| Schwab Inter Tsy Etf (SCHR) | 4.3 | $8.1M | 144k | 56.41 | |
| SPDR Brcy 1-3T Etf | 2.7 | $5.0M | 55k | 91.49 | |
| Schwab US Brd Mkt Etf (SCHB) | 2.3 | $4.3M | 45k | 96.71 | |
| Schwab Inter Eqty Etf (SCHF) | 1.4 | $2.6M | 70k | 37.62 | |
| Apple (AAPL) | 0.4 | $661k | 5.4k | 122.07 | |
| SPDR S&P 500 Etf (SPY) | 0.3 | $534k | 1.3k | 396.14 | |
| Microsoft Corporation (MSFT) | 0.2 | $406k | 1.7k | 235.91 | |
| Vanguard S&P 500 Etf (VOO) | 0.1 | $210k | 576.00 | 364.58 |
