32 is the total number of securities McCutchen Group LLC has owned. The longest McCutchen Group LLC has owned a single stock is 38 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VEU | VANGUARD INTL EQUITY I... | 38 | 38 | 11.53% | 19.08% | 30.29% | Q2 2013 | Q3 2022 | 38 |
| VEA | VANGUARD TAX-MANAGED I... | 38 | 38 | 11.77% | 18.74% | 25.48% | Q2 2013 | Q3 2022 | 38 |
| VTI | VANGUARD INDEX FDS | 38 | 38 | 9.57% | 13.22% | 18.16% | Q2 2013 | Q3 2022 | 38 |
| VNQ | VANGUARD INDEX FDS | 38 | 38 | 5.94% | 10.60% | 17.02% | Q2 2013 | Q3 2022 | 38 |
| IWV | ISHARES TR | 38 | 38 | 6.46% | 8.94% | 12.46% | Q2 2013 | Q3 2022 | 38 |
| VWO | VANGUARD INTL EQUITY I... | 38 | 38 | 4.10% | 6.05% | 7.07% | Q2 2013 | Q3 2022 | 38 |
| EFA | ISHARES TR | 38 | 38 | 1.56% | 4.08% | 10.17% | Q2 2013 | Q3 2022 | 38 |
| IYR | ISHARES TR | 38 | 38 | 0.29% | 1.54% | 5.04% | Q2 2013 | Q3 2022 | 38 |
| ICF | ISHARES TR | 38 | 38 | 0.30% | 0.54% | 0.94% | Q2 2013 | Q3 2022 | 38 |
| GLD | SPDR GOLD TRUST | 35 | 1 | 0.17% | 0.63% | 1.57% | Q2 2013 | Q3 2022 | 36 |
| IWB | ISHARES TR | 35 | 35 | 0.30% | 0.85% | 1.08% | Q1 2014 | Q3 2022 | 35 |
| VV | VANGUARD INDEX FDS | 35 | 35 | 0.19% | 0.23% | 0.28% | Q1 2014 | Q3 2022 | 35 |
| IWM | ISHARES TR | 35 | 35 | 0.05% | 0.11% | 0.30% | Q1 2014 | Q3 2022 | 35 |
| BND | VANGUARD BD INDEX FDS | 32 | 32 | 1.71% | 3.51% | 5.40% | Q4 2014 | Q3 2022 | 32 |
| EEM | ISHARES TR | 32 | 32 | 0.15% | 0.58% | 1.55% | Q4 2014 | Q3 2022 | 32 |
| IVV | ISHARES TR | 30 | 30 | 0.29% | 0.35% | 0.59% | Q2 2015 | Q3 2022 | 30 |
| SPY | SPDR S&P 500 ETF TR | 22 | 3 | 0.14% | 0.30% | 1.11% | Q2 2015 | Q3 2022 | 25 |
| DJP | BARCLAYS BK PLC | 24 | 24 | 0.29% | 4.78% | 6.58% | Q2 2013 | Q1 2019 | 24 |
| IEMG | ISHARES INC | 22 | 22 | 2.46% | 3.46% | 4.87% | Q2 2017 | Q3 2022 | 22 |
| BSV | VANGUARD BD INDEX FDS | 22 | 22 | 1.84% | 3.11% | 4.88% | Q2 2017 | Q3 2022 | 22 |
| USRT | ISHARES TR | 16 | 16 | 1.21% | 6.06% | 8.83% | Q4 2018 | Q3 2022 | 16 |
| IXUS | ISHARES TR | 16 | 16 | 0.35% | 2.51% | 3.86% | Q4 2018 | Q3 2022 | 16 |
| IEFA | ISHARES TR | 16 | 16 | 0.52% | 2.48% | 3.91% | Q4 2018 | Q3 2022 | 16 |
| VB | VANGUARD INDEX FDS | 8 | 5 | 0.02% | 0.18% | 0.35% | Q2 2013 | Q1 2017 | 13 |
| SCHX | SCHWAB STRATEGIC TR | 8 | 8 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q2 2022 | 8 |
| ONEQ | FIDELITY COMWLTH TR | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q2 2020 | 6 |
| VO | VANGUARD INDEX FDS | 6 | 6 | 0.06% | 0.09% | 0.11% | Q1 2019 | Q2 2020 | 6 |
| SCHA | SCHWAB STRATEGIC TR | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
| VTV | VANGUARD INDEX FDS | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
| IJR | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
| IJH | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
| GDX | VANECK ETF TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including VANGUARD INTL EQUITY INDEX F, VANGUARD TAX-MANAGED INTL FD, and VANGUARD INDEX FDS, are the highest-conviction holdings of McCutchen Group LLC.
The conviction is calculated by counting the number of quarters a security has been reported by McCutchen Group LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that McCutchen Group LLC owns currently or has owned in the past.