$199 Million is the total value of McCutchen Group LLC's 18 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | Sell | ISHARES TRrussell 3000 etf | $15,202,000 | -12.9% | 133,480 | -5.2% | 7.63% | -6.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,089,000 | -14.0% | 5,649 | -7.6% | 0.55% | -8.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 38 | Q3 2022 | 30.3% |
| VANGUARD TAX-MANAGED INTL FD | 38 | Q3 2022 | 25.5% |
| VANGUARD INDEX FDS | 38 | Q3 2022 | 18.2% |
| VANGUARD INDEX FDS | 38 | Q3 2022 | 17.0% |
| ISHARES TR | 38 | Q3 2022 | 12.5% |
| VANGUARD INTL EQUITY INDEX F | 38 | Q3 2022 | 7.1% |
| ISHARES TR | 38 | Q3 2022 | 10.2% |
| ISHARES TR | 38 | Q3 2022 | 5.0% |
| ISHARES TR | 38 | Q3 2022 | 0.9% |
| SPDR GOLD TRUST | 36 | Q3 2022 | 1.6% |
View McCutchen Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-04 |
| 13F-HR/A | 2022-05-26 |
| 13F-HR/A | 2022-05-26 |
| 13F-HR/A | 2022-05-26 |
| 13F-HR/A | 2022-05-26 |
| 13F-HR/A | 2022-05-26 |
| 13F-HR/A | 2022-05-26 |
| 13F-HR/A | 2022-05-26 |
| 13F-HR/A | 2022-05-26 |
View McCutchen Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.