$287 Million is the total value of McCutchen Group LLC's 20 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $50,651,000 | +4.2% | 925,643 | +0.3% | 17.68% | +3.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $29,997,000 | +6.8% | 218,557 | +0.8% | 10.47% | +5.9% |
| EFA | Buy | ISHARES TRmsci eafe etf | $9,881,000 | +3.8% | 140,534 | +1.1% | 3.45% | +2.9% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $9,230,000 | +5.9% | 116,687 | +6.8% | 3.22% | +4.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $8,391,000 | +10.7% | 147,471 | +5.1% | 2.93% | +9.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $2,771,000 | +7.2% | 18,644 | +0.8% | 0.97% | +6.1% |
| IYR | Buy | ISHARES TRu.s. real es etf | $1,665,000 | +2.1% | 20,555 | +0.7% | 0.58% | +1.2% |
| ICF | Buy | ISHARES TRcohen steer reit | $1,622,000 | +2.3% | 16,005 | +1.6% | 0.57% | +1.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,010,000 | +7.3% | 3,756 | +1.0% | 0.35% | +6.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $991,000 | +6.7% | 21,033 | +1.5% | 0.35% | +5.8% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $666,000 | +6.7% | 5,435 | +0.5% | 0.23% | +5.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $457,000 | +9.3% | 1,705 | +3.0% | 0.16% | +8.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-26
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.