Investment company Beacon Wealthcare, Inc (Current Portfolio) buys Microsoft Corp during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Beacon Wealthcare, Inc. As of 2019Q3, Beacon Wealthcare, Inc owns 9 stocks with a total value of $135 million. These are the details of the buys and sells.
Here is the complete portfolio of Beacon Wealthcare, Inc. Also check out:
1. Beacon Wealthcare, Inc's Undervalued Stocks
2. Beacon Wealthcare, Inc's Top Growth Companies, and
3. Beacon Wealthcare, Inc's High Yield stocks
4. Stocks that Beacon Wealthcare, Inc keeps buying
For the details of Beacon Wealthcare, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/beacon+wealthcare%2C+inc/current-portfolio/portfolio
These are the top 5 holdings of Beacon Wealthcare, Inc- Vanguard Total Stock Market ETF (VTI) - 409,471 shares, 45.83% of the total portfolio. Shares added by 3.11%
- iShares 7-10 Year Treasury Bond ETF (IEF) - 419,853 shares, 35.00% of the total portfolio. Shares added by 9.17%
- Schwab Intermediate-Term U.S. Treasury ETF (SCHR) - 178,712 shares, 7.36% of the total portfolio. Shares reduced by 3.68%
- Vanguard FTSE All-World ex-US ETF (VEU) - 163,649 shares, 6.05% of the total portfolio. Shares added by 7.78%
- Schwab U.S. Broad MarketETF (SCHB) - 57,229 shares, 3.01% of the total portfolio. Shares reduced by 5.7%
Beacon Wealthcare, Inc initiated holding in Microsoft Corp. The purchase prices were between $132.21 and $141.34, with an estimated average price of $137.52. The stock is now traded at around $139.19. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,093 shares as of .
Here is the complete portfolio of Beacon Wealthcare, Inc. Also check out:
1. Beacon Wealthcare, Inc's Undervalued Stocks
2. Beacon Wealthcare, Inc's Top Growth Companies, and
3. Beacon Wealthcare, Inc's High Yield stocks
4. Stocks that Beacon Wealthcare, Inc keeps buying
