Beacon Wealthcare as of Dec. 31, 2021
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Ttl Stk Etf (VTI) | 52.4 | $115M | 477k | 241.44 | |
iShs Brclys 7-10Tsy Etf (IEF) | 30.0 | $66M | 574k | 115.00 | |
Vngrd FTSE AllWrd Etf (VEU) | 5.7 | $13M | 204k | 61.28 | |
Schwab Inter Tsy Etf (SCHR) | 5.1 | $11M | 200k | 56.14 | |
Schwab US Brd Mkt Etf (SCHB) | 2.1 | $4.7M | 42k | 113.00 | |
SPDR Brcy 1-3T Etf | 2.1 | $4.7M | 52k | 91.42 | |
Schwab Intl Equity Etf (SCHF) | 1.3 | $2.9M | 75k | 38.87 | |
Apple (AAPL) | 0.4 | $823k | 4.6k | 177.52 | |
SPDRS&P 500 Etf (SPY) | 0.3 | $655k | 1.4k | 467.86 | |
Microsoft Corporation (MSFT) | 0.2 | $466k | 1.4k | 336.46 | |
iShs S&P 500 Etf (IVV) | 0.1 | $296k | 620.00 | 477.42 | |
Vanguard S&P 500 Etf (VOO) | 0.1 | $251k | 576.00 | 435.76 | |
Vanguard Infor Etf (VGT) | 0.1 | $212k | 462.00 | 458.87 |