Beacon Wealthcare as of June 30, 2023
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 51.0 | $100M | 454k | 220.28 | |
| iShs Brclys 7-10Tsy Etf (IEF) | 24.3 | $48M | 494k | 96.60 | |
| Schwab Inter Tsy Etf (SCHR) | 6.6 | $13M | 262k | 49.28 | |
| Vanguard FTSE All Etf (VEU) | 5.8 | $11M | 210k | 54.41 | |
| Schwb US Broad Etf (SCHB) | 4.0 | $7.9M | 152k | 51.70 | |
| SPDR Brcy 1-3 Tsy Etf (BIL) | 2.7 | $5.3M | 57k | 91.82 | |
| Schwab Intl Equity Etf (SCHF) | 1.5 | $3.0M | 83k | 35.65 | |
| Vanguard Muni Etf (VTEB) | 1.4 | $2.8M | 56k | 50.22 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 0.8 | $1.6M | 19k | 81.08 | |
| Apple (AAPL) | 0.7 | $1.5M | 7.5k | 193.97 | |
| SPDR S&P 500 Etf (SPY) | 0.3 | $620k | 1.4k | 443.18 | |
| Microsoft Corporation (MSFT) | 0.2 | $434k | 1.3k | 340.54 | |
| SPDE 3-12 Tsy Etf (BILS) | 0.2 | $333k | 3.3k | 99.46 | |
| iShs S&P 500 Etf (IVV) | 0.1 | $247k | 555.00 | 445.71 | |
| Vanguard S&P 500 Etf (VOO) | 0.1 | $243k | 597.00 | 407.28 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $208k | 1.9k | 107.25 |
