$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 | ||||||
---|---|---|---|---|---|---|---|---|
VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $68,498,000 | -5.4% | 1,526,932 | -8.4% | 23.91% | -6.2% |
VNQ | Sell | VANGUARD INDEX FDSreit etf | $28,700,000 | -4.7% | 345,861 | -4.6% | 10.02% | -5.6% |
IWV | Sell | ISHARES TRrussell 3000 etf | $27,194,000 | +3.7% | 171,926 | -2.1% | 9.49% | +2.8% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $19,234,000 | +4.9% | 418,941 | -0.4% | 6.71% | +4.0% |
DJP | Sell | BARCLAYS BK PLCdjubs cmdt etn36 | $15,152,000 | +0.8% | 620,746 | -3.9% | 5.29% | -0.1% |
BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $8,330,000 | -3.6% | 102,116 | -3.1% | 2.91% | -4.4% |
IWM | Sell | ISHARES TRrussell 2000 etf | $286,000 | +0.4% | 1,876 | -2.5% | 0.10% | 0.0% |
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.