Beacon Wealthcare as of March 31, 2026
Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 51.1 | $145M | 452k | 320.81 | |
| iShs 7-10 ys Tsy Etf (IEF) | 13.9 | $39M | 413k | 95.44 | |
| Schwab Inter Tsy Etf (SCHR) | 12.4 | $35M | 1.4M | 24.91 | |
| Vanguard FTSE All Etf (VEU) | 6.9 | $20M | 262k | 75.10 | |
| Schwb US Broad Etf (SCHB) | 3.8 | $11M | 435k | 25.10 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 3.0 | $8.5M | 104k | 82.57 | |
| Vanguard Tx Ex Bd Etf (VTEB) | 2.9 | $8.1M | 163k | 49.89 | |
| Schwab Intl Equity Etf (SCHF) | 1.5 | $4.3M | 172k | 24.75 | |
| SPDR Brcy1-3 Ser Etf (BIL) | 1.3 | $3.8M | 41k | 91.64 | |
| Apple (AAPL) | 0.5 | $1.5M | 5.8k | 253.79 | |
| SPDR S&P 500 Etf (SPY) | 0.5 | $1.4M | 2.2k | 650.34 | |
| Vanguard Indx Etf (VOO) | 0.4 | $1.1M | 1.8k | 597.55 | |
| Vanguard Bd Inx Etf (BND) | 0.2 | $651k | 8.8k | 73.64 | |
| Vanguard Indx Etf (VUG) | 0.2 | $502k | 1.2k | 436.79 | |
| Microsoft Corporation (MSFT) | 0.2 | $492k | 1.3k | 370.17 | |
| iShs Core S&P Etf (IVV) | 0.2 | $432k | 662.00 | 653.21 | |
| Vanguard Inx Lrg Etf (VV) | 0.2 | $432k | 1.4k | 298.85 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $343k | 2.0k | 169.66 | |
| iShs MSCI USA Etf (QUAL) | 0.1 | $303k | 1.6k | 191.81 | |
| Vanguard Info Tech Etf (VGT) | 0.1 | $260k | 373.00 | 697.72 | |
| Invesco Rusl 1000 Etf (OMFL) | 0.1 | $253k | 4.2k | 60.12 | |
| iShs MSCI EAFE Etf (EFA) | 0.1 | $249k | 2.6k | 97.13 | |
| Invesco QQQ Tr Etf (QQQ) | 0.1 | $245k | 425.00 | 577.18 | |
| Vanguard Indx Etf (VB) | 0.1 | $232k | 887.00 | 261.92 | |
| Duke Energy (DUK) | 0.1 | $230k | 1.8k | 130.98 | |
| Schwab Stratgc Tr Etf (SCHX) | 0.1 | $202k | 7.9k | 25.64 |
