Beacon Wealthcare, Inc 13F Holdings
CIK 0001107576 · RALEIGH, NC
As of Dec 31, 2020, Beacon Wealthcare, Inc reported 10 positions worth
CIK 0001107576 · RALEIGH, NC
As of Dec 31, 2020, Beacon Wealthcare, Inc reported 10 positions worth
71.9K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 437,612 | $85.2K | 49.55% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 461,731 | $55.4K | 32.22% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 176,543 | 0.3K | 5.99% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 117,758 | $6.9K | 3.99% |
| SPDR BLOOMBERG 1 3 MNTH T BLL ETF | — | — | 64,492 | $5.9K | 3.43% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 48,371 | $4.4K | 2.56% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 68,269 | $2.5K | 1.43% |
| APPLE INC | AAPL | Technology | 4,708 | $625.0 | 0.36% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,348 | $504.0 | 0.29% |
| MICROSOFT CORP | MSFT | Technology | 1,271 | $283.0 | 0.16% |