Beacon Wealthcare as of Dec. 31, 2024
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 53.7 | $132M | 457k | 289.81 | |
| iShs Brclys 7-10Tsy Etf (IEF) | 14.6 | $36M | 390k | 92.45 | |
| Schwab Inter Tsy Etf (SCHR) | 11.0 | $27M | 1.1M | 24.29 | |
| Vanguard FTSE All Etf (VEU) | 5.7 | $14M | 245k | 57.41 | |
| Schwb US Broad Etf (SCHB) | 4.2 | $10M | 459k | 22.70 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 3.0 | $7.4M | 90k | 81.98 | |
| Vanguard Tx Ex Bd Etf (VTEB) | 2.8 | $6.9M | 138k | 50.13 | |
| Schwab Intl Equity Etf (SCHF) | 1.4 | $3.5M | 188k | 18.50 | |
| SPDR Brcy1-3 Ser Etf (BIL) | 0.9 | $2.2M | 24k | 91.43 | |
| Apple (AAPL) | 0.5 | $1.3M | 5.0k | 250.42 | |
| Spde S&p 500 Etf (SPY) | 0.3 | $804k | 1.4k | 586.04 | |
| Vanguard Bd Etf (BND) | 0.3 | $745k | 10k | 71.91 | |
| Vanguard Indx Grw Etf (VUG) | 0.3 | $642k | 1.6k | 410.44 | |
| Microsoft Corporation (MSFT) | 0.2 | $535k | 1.3k | 421.50 | |
| Vanguard Inx Lrg Etf (VV) | 0.2 | $390k | 1.4k | 269.70 | |
| iShs Core S&P Etf (IVV) | 0.1 | $355k | 603.00 | 588.68 | |
| Vanguard Indx Etf (VOO) | 0.1 | $298k | 553.00 | 538.81 | |
| iShs MSCI USA Etf (QUAL) | 0.1 | $282k | 1.6k | 178.08 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $232k | 2.2k | 107.57 | |
| Vangurad World Etf (VGT) | 0.1 | $232k | 373.00 | 621.80 | |
| Invesco Rusl 1000 Etf (OMFL) | 0.1 | $228k | 4.2k | 54.23 | |
| Invesco QQQ Etf (QQQ) | 0.1 | $217k | 425.00 | 511.23 | |
| Vanguard Smlca Etf (VB) | 0.1 | $213k | 887.00 | 240.28 | |
| Schwab Stratgc Etf (SCHX) | 0.1 | $206k | 8.9k | 23.18 | |
| Vanguard Spcl Div Etf (VIG) | 0.1 | $179k | 915.00 | 195.83 |
