Beacon Wealthcare as of June 30, 2025
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 25 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 53.3 | $141M | 465k | 303.93 | |
| iShs 7-10 ys Tsy Etf (IEF) | 13.9 | $37M | 384k | 95.77 | |
| Schwab Inter Tsy Etf (SCHR) | 11.1 | $29M | 1.2M | 25.03 | |
| Vanguard FTSE All Etf (VEU) | 6.4 | $17M | 254k | 67.22 | |
| Schwb US Broad Etf (SCHB) | 4.1 | $11M | 454k | 23.83 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 2.9 | $7.7M | 93k | 82.86 | |
| Vanguard Tx Ex Bd Etf (VTEB) | 2.6 | $7.0M | 142k | 49.03 | |
| Schwab Intl Equity Etf (SCHF) | 1.7 | $4.4M | 200k | 22.10 | |
| SPDR Brcy1-3 Ser Etf (BIL) | 1.1 | $3.0M | 33k | 91.73 | |
| Vanguard Indx Etf (VOO) | 0.4 | $1.1M | 1.9k | 568.03 | |
| Apple (AAPL) | 0.4 | $1.0M | 5.1k | 205.17 | |
| Spde S&p 500 Etf (SPY) | 0.3 | $848k | 1.4k | 617.83 | |
| Vanguard Indx Grw Etf (VUG) | 0.3 | $686k | 1.6k | 438.40 | |
| Microsoft Corporation (MSFT) | 0.2 | $662k | 1.3k | 497.41 | |
| Vanguard Bd Inx Etf (BND) | 0.2 | $659k | 9.0k | 73.63 | |
| Vanguard Inx Lrg Etf (VV) | 0.2 | $412k | 1.4k | 285.30 | |
| iShs Core S&P Etf (IVV) | 0.1 | $380k | 612.00 | 620.90 | |
| iShs MSCI USA Etf (QUAL) | 0.1 | $289k | 1.6k | 182.82 | |
| Vanguard Info Tech Etf (VGT) | 0.1 | $263k | 397.00 | 663.28 | |
| Invesco Rusl 1000 Etf (OMFL) | 0.1 | $243k | 4.2k | 57.78 | |
| Invesco QQQ Tr Etf (QQQ) | 0.1 | $234k | 425.00 | 551.64 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $218k | 2.0k | 107.80 | |
| Schwab Stratgc Tr Etf (SCHX) | 0.1 | $217k | 8.9k | 24.44 | |
| Vanguard Indx Etf (VB) | 0.1 | $213k | 900.00 | 236.98 | |
| iShs Tr Etf (AGG) | 0.1 | $209k | 2.1k | 99.20 |
