Beacon Wealthcare as of March 31, 2023
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 49.4 | $95M | 463k | 204.10 | |
| iShs Brclys 7-10Tsy Etf (IEF) | 25.9 | $50M | 500k | 99.12 | |
| Schwab Inter Tsy Etf (SCHR) | 6.6 | $13M | 252k | 50.43 | |
| Vanguard FTSE All Etf (VEU) | 5.9 | $11M | 213k | 53.47 | |
| Schwb US Broad Etf (SCHB) | 3.9 | $7.5M | 157k | 47.85 | |
| SPDR Brcy 1-3 Tsy Etf | 3.2 | $6.0M | 66k | 91.82 | |
| Schwab Intl Equity Etf (SCHF) | 1.5 | $2.9M | 84k | 34.80 | |
| Vanguard Muni Etf (VTEB) | 1.3 | $2.5M | 48k | 50.66 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 0.8 | $1.5M | 18k | 82.16 | |
| Apple | 0.6 | $1.1M | 6.6k | 164.90 | |
| SPDR S&P 500 Etf (SPY) | 0.3 | $572k | 1.4k | 409.28 | |
| Microsoft Corporation (MSFT) | 0.2 | $362k | 1.3k | 288.30 | |
| iShs S&P 500 Etf (IVV) | 0.1 | $228k | 555.00 | 411.08 | |
| Vanguard S&P 500 Etf (VOO) | 0.1 | $225k | 597.00 | 376.07 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $213k | 1.9k | 109.66 |
