Beacon Wealthcare as of Dec. 31, 2022
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 49.3 | $88M | 459k | 191.19 | |
| iShs Brclys 7-10Tsy Etf (IEF) | 26.7 | $48M | 496k | 95.78 | |
| Schwab Inter Tsy Etf (SCHR) | 6.8 | $12M | 245k | 49.23 | |
| Vanguard FTSE All Etf (VEU) | 6.0 | $11M | 213k | 50.14 | |
| Schwb US Broad Etf (SCHB) | 3.6 | $6.4M | 144k | 44.81 | |
| SPDR Brcy 1-3 Tsy Etf | 2.7 | $4.8M | 53k | 91.47 | |
| Schwab Intl Equity Etf (SCHF) | 1.5 | $2.7M | 84k | 32.21 | |
| Vanguard Muni Etf (VTEB) | 1.2 | $2.1M | 42k | 49.49 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 1.1 | $1.9M | 24k | 81.17 | |
| Apple (AAPL) | 0.3 | $537k | 4.1k | 129.93 | |
| SPDR S&P 500 Etf (SPY) | 0.3 | $535k | 1.4k | 382.30 | |
| Microsoft Corporation (MSFT) | 0.1 | $253k | 1.1k | 239.82 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $214k | 1.9k | 110.30 | |
| iShs S&P 500 Etf (IVV) | 0.1 | $213k | 555.00 | 384.21 | |
| Vanguard S&P 500 Etf (VOO) | 0.1 | $210k | 597.00 | 351.34 |
