Beacon Wealthcare as of June 30, 2021
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 14 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 50.9 | $103M | 461k | 222.82 | |
| iShs Brclys 7-10Tsy Etf (IEF) | 31.5 | $64M | 550k | 115.49 | |
| Vngrd FTSE AllWrd Etf (VEU) | 5.8 | $12M | 186k | 63.39 | |
| Schwab Inter Tsy Etf (SCHR) | 4.0 | $8.0M | 141k | 56.87 | |
| SPDR Brcy 1-3T Etf | 2.9 | $5.8M | 64k | 91.47 | |
| Schwab US Brd Mkt Etf (SCHB) | 2.2 | $4.5M | 43k | 104.28 | |
| Schwab Inter Eqty Etf (SCHF) | 1.4 | $2.8M | 71k | 39.45 | |
| Apple (AAPL) | 0.4 | $742k | 5.4k | 137.03 | |
| SPDR S&P 500 Etf (SPY) | 0.3 | $589k | 1.4k | 428.05 | |
| Microsoft Corporation (MSFT) | 0.2 | $466k | 1.7k | 270.77 | |
| Schwab US Large Etf (SCHX) | 0.2 | $329k | 3.2k | 103.79 | |
| Vanguard S&P 500 Etf (VOO) | 0.1 | $227k | 576.00 | 394.10 | |
| Schwab Fundmtl US Etf (FNDX) | 0.1 | $221k | 4.0k | 54.70 | |
| Schwab US Small Etf (SCHA) | 0.1 | $204k | 2.0k | 104.29 |
