Beacon Wealthcare as of March 31, 2024
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 53.0 | $116M | 447k | 259.90 | |
| iShs Brclys 7-10Tsy Etf (IEF) | 17.0 | $37M | 393k | 94.66 | |
| Schwab Inter Tsy Etf (SCHR) | 9.6 | $21M | 430k | 49.05 | |
| Vanguard FTSE All Etf (VEU) | 6.0 | $13M | 224k | 58.65 | |
| Schwb US Broad Etf (SCHB) | 4.5 | $9.8M | 161k | 61.05 | |
| Vanguard Tx Ex Bd Etf (VTEB) | 2.4 | $5.3M | 105k | 50.60 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 2.4 | $5.2M | 63k | 81.78 | |
| Schwab Intl Equity Etf (SCHF) | 1.5 | $3.4M | 87k | 39.02 | |
| SPDR Brcy1-3 Ser Etf (BIL) | 1.0 | $2.2M | 24k | 91.80 | |
| Vanguard Bd Etf (BND) | 0.5 | $1.0M | 14k | 72.63 | |
| SPDR 3-12 Tsy Etf (BILS) | 0.4 | $891k | 9.0k | 99.42 | |
| Apple (AAPL) | 0.4 | $874k | 5.1k | 171.49 | |
| SPDR S&P 500 Etf (SPY) | 0.3 | $690k | 1.3k | 523.01 | |
| Microsoft Corporation (MSFT) | 0.3 | $596k | 1.4k | 420.72 | |
| Accenture (ACN) | 0.3 | $575k | 1.7k | 346.61 | |
| Vanguard S&P 500 Etf (VOO) | 0.2 | $440k | 916.00 | 480.80 | |
| iShs S&P 500 Etf (IVV) | 0.1 | $317k | 603.00 | 525.73 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $226k | 1.9k | 116.24 | |
| Vanguard Sml Cap Etf (VB) | 0.1 | $203k | 887.00 | 228.59 |
