Beacon Wealthcare as of Dec. 31, 2023
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 51.0 | $106M | 447k | 237.22 | |
| iShs Brclys 7-10Tsy Etf (IEF) | 19.3 | $40M | 416k | 96.39 | |
| Schwab Inter Tsy Etf (SCHR) | 9.0 | $19M | 378k | 49.72 | |
| Vanguard FTSE All Etf (VEU) | 6.0 | $12M | 220k | 56.14 | |
| Schwb US Broad Etf (SCHB) | 4.4 | $9.1M | 163k | 55.67 | |
| Vanguard Tx Ex Bd Etf (VTEB) | 2.5 | $5.1M | 100k | 51.05 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 2.1 | $4.3M | 52k | 82.04 | |
| SPDR Brcy1-3 Ser Etf (BIL) | 1.8 | $3.6M | 40k | 91.39 | |
| Schwab Intl Eqty Etf (SCHF) | 1.5 | $3.2M | 86k | 36.96 | |
| Vanguard Bd Etf (BND) | 0.9 | $1.8M | 24k | 73.55 | |
| Apple (AAPL) | 0.5 | $967k | 5.0k | 192.53 | |
| SPDR 3-12 Tsy Etf (BILS) | 0.4 | $883k | 8.9k | 99.12 | |
| SPDR S&P 500 Etf (SPY) | 0.3 | $585k | 1.2k | 475.24 | |
| Vanguard S&P 500 Etf (VOO) | 0.2 | $470k | 1.1k | 436.84 | |
| Microsoft Corporation (MSFT) | 0.2 | $442k | 1.2k | 376.04 | |
| iShs S&P 500 Etf (IVV) | 0.1 | $265k | 555.00 | 477.63 |
