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Name: |
Beacon Wealthcare LLC |
City: |
RALEIGH |
State: |
NC |
Zip: |
27608 |
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data |
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Holdings
Found :
5 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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IEF |
iShares Lehman 7-10 Year Tr... |
2 |
- |
$92.95 |
$37,169,000 |
392,663 |
16.95% |
-2,936,000 |
-23,404 |
0.141 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
5 |
- |
$61.77 |
$9,804,000 |
160,583 |
4.47% |
743,000 |
-2,185 |
0.082 |
Closed - End Fund - Debt |
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
9 |
- |
$0.00 |
$2,233,000 |
24,326 |
1.02% |
-1,407,000 |
-15,499 |
0.003 |
Closed - End Fund - E... |
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BND |
Vanguard Total Bond Market ETF |
10 |
- |
$71.72 |
$1,012,000 |
13,936 |
0.46% |
-758,000 |
-10,127 |
0.002 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
16 |
- |
$490.80 |
$440,000 |
916 |
0.2% |
-30,000 |
-160 |
0 |
Closed - End Fund - E... |
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