Beacon Wealthcare

Beacon Wealthcare as of Sept. 30, 2022

Portfolio Holdings for Beacon Wealthcare

Beacon Wealthcare holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ttl Stk Etf (VTI) 48.6 $83M 460k 179.47
iShs Brclys 7-10Tsy Etf (IEF) 29.3 $50M 519k 95.99
Schwab Inter Tsy Etf (SCHR) 7.7 $13M 265k 49.14
Vanguard FTSE All Etf (VEU) 5.6 $9.5M 214k 44.36
SPDR Brcy 1-3 Tsy Etf 3.3 $5.6M 61k 91.60
Schwab US Brd Etf (SCHB) 2.6 $4.4M 104k 41.99
Schwab Intl Equity Etf (SCHF) 1.3 $2.2M 77k 28.13
SPDR S&P 500 Etf (SPY) 1.0 $1.7M 4.8k 357.17
Apple (AAPL) 0.3 $561k 4.1k 138.14
Microsoft Corporation (MSFT) 0.1 $246k 1.1k 232.95
iShs S&P 500 Etf (IVV) 0.1 $222k 620.00 358.06