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 |