Investment company Beacon Wealthcare, Inc buys Schwab Intermediate-Term U.S. Treasury, sells Apple Inc during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Beacon Wealthcare, Inc. As of 2018-06-30, Beacon Wealthcare, Inc owns 7 stocks with a total value of $103 million. These are the details of the buys and sells.
Added Positions: SCHR, VTI, VEU, SCHB, SCHF, Reduced Positions: AAPL,
For the details of Beacon Wealthcare, Inc’s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Beacon+Wealthcare%2C+Inc
These are the top 5 holdings of Beacon Wealthcare, IncVanguard Total Stock Market (VTI) – 348,995 shares, 47.47% of the total portfolio. Shares added by 4.48%iShares 7-10 Year Treasury Bond ETF (IEF) – 375,426 shares, 37.28% of the total portfolio. Shares reduced by 0.39%Vanguard FTSE All World Ex US (VEU) – 118,994 shares, 5.98% of the total portfolio. Shares added by 4.92%Schwab Intermediate-Term U.S. Treasury (SCHR) – 84,953 shares, 4.31% of the total portfolio. Shares added by 245.84%Schwab U.S. Broad Market (SCHB) – 56,140 shares, 3.59% of the total portfolio. Shares added by 2.15%Added: Schwab Intermediate-Term U.S. Treasury (SCHR)
Beacon Wealthcare, Inc added to a holding in Schwab Intermediate-Term U.S. Treasury by 245.84%. The purchase prices were between $51.57 and $52.55, with an estimated average price of $52.08. The stock is now traded at around $52.17. The impact to a portfolio due to this purchase was 3.06%. The holding were 84,953 shares as of 2018-06-30.
Reduced: Apple Inc (AAPL)
Beacon Wealthcare, Inc reduced to a holding in Apple Inc by 58.29%. The sale prices were between $162.32 and $193.98, with an estimated average price of $181.31. The stock is now traded at around $190.85. The impact to a portfolio due to this sale was -0.34%. Beacon Wealthcare, Inc still held 1,431 shares as of 2018-06-30.
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