13F HOLDINGS REPORT
Beacon Wealthcare LLC
Quarter ended Q2 2023 · Filed April 6, 2023 · Accession 0001849336-23-000002
Total Value
$191.3M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vanguard Ttl Stk | 922908769 | 462,968 | $94.5M | 49.39% |
| 2 | iShs Brclys 7-10Tsy | 464287440 | 500,431 | $49.6M | 25.93% |
| 3 | Schwab Inter Tsy | 808524854 | 251,479 | $12.7M | 6.63% |
| 4 | Vanguard FTSE All | 922042775 | 212,890 | $11.4M | 5.95% |
| 5 | Schwb US Broad | 808524102 | 157,442 | $7.5M | 3.94% |
| 6 | SPDR Brcy 1-3 Tsy | 78464A680 | 65,880 | $6.0M | 3.16% |
| 7 | Schwab Intl Equity | 808524805 | 84,404 | $2.9M | 1.54% |
| 8 | Vanguard Muni | 922907746 | 48,423 | $2.5M | 1.28% |
| 9 | iShs Lehman 1-3Tsy | 464287457 | 18,284 | $1.5M | 0.79% |
| 10 | Apple | AAPL | 6,636 | $1.1M | 0.57% |
| 11 | SPDR S&P 500 | SPY | 1,398 | $572,170 | 0.30% |
| 12 | Microsoft | MSFT | 1,254 | $361,528 | 0.19% |
| 13 | iShs S&P 500 | 464287200 | 555 | $228,149 | 0.12% |
| 14 | Vanguard S&P 500 | 922908363 | 597 | $224,514 | 0.12% |
| 15 | Exxon Mobil | XOM | 1,943 | $213,069 | 0.11% |