$266 Million is the total value of McCutchen Group LLC's 20 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $45,475,000 | -5.0% | 908,958 | -9.2% | 17.10% | -10.1% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $29,472,000 | -5.9% | 354,101 | -6.6% | 11.08% | -10.9% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $25,373,000 | -8.0% | 176,175 | -10.6% | 9.54% | -12.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $16,276,000 | -0.1% | 398,632 | -2.8% | 6.12% | -5.5% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $8,507,000 | -13.3% | 103,954 | -14.1% | 3.20% | -18.0% |
| GLD | Sell | SPDR GOLD TRUST | $1,713,000 | -45.9% | 14,513 | -45.6% | 0.64% | -48.8% |
| IYR | Sell | ISHARES TRu.s. real es etf | $1,671,000 | -17.4% | 20,951 | -18.7% | 0.63% | -21.9% |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -477 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-07
Signatures
The EDGAR filing(s) were signed by:
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.