Beacon Wealthcare as of March 31, 2025
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 22 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 51.7 | $127M | 463k | 274.84 | |
| iShs Brclys 7-10Tsy Etf (IEF) | 15.0 | $37M | 387k | 95.37 | |
| Schwab Inter Tsy Etf (SCHR) | 11.8 | $29M | 1.2M | 24.86 | |
| Vanguard FTSE All Etf (VEU) | 6.2 | $15M | 250k | 60.66 | |
| Schwb US Broad Etf (SCHB) | 4.0 | $9.9M | 459k | 21.53 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 3.1 | $7.5M | 91k | 82.73 | |
| Vanguard Tx Ex Bd Etf (VTEB) | 2.7 | $6.7M | 134k | 49.62 | |
| Schwab Intl Equity Etf (SCHF) | 1.6 | $3.9M | 200k | 19.78 | |
| SPDR Brcy1-3 Ser Etf (BIL) | 1.5 | $3.6M | 40k | 91.73 | |
| Apple (AAPL) | 0.5 | $1.1M | 5.1k | 222.13 | |
| Spde S&p 500 Etf (SPY) | 0.3 | $768k | 1.4k | 559.37 | |
| Vanguard Bd Etf (BND) | 0.3 | $761k | 10k | 73.45 | |
| Vanguard Indx Grw Etf (VUG) | 0.2 | $580k | 1.6k | 370.82 | |
| Microsoft Corporation (MSFT) | 0.2 | $488k | 1.3k | 375.39 | |
| Vanguard Inx Lrg Etf (VV) | 0.2 | $371k | 1.4k | 257.03 | |
| iShs Core S&P Etf (IVV) | 0.1 | $339k | 603.00 | 561.90 | |
| Vanguard Indx Etf (VOO) | 0.1 | $301k | 586.00 | 513.91 | |
| iShs MSCI USA Etf (QUAL) | 0.1 | $270k | 1.6k | 170.89 | |
| Duke Energy (DUK) | 0.1 | $225k | 1.8k | 121.97 | |
| Invesco Rusl 1000 Etf (OMFL) | 0.1 | $224k | 4.2k | 53.31 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $224k | 1.9k | 118.93 | |
| Vanguard Info Tech Etf (VGT) | 0.1 | $202k | 373.00 | 542.38 |
