| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,569 | -100.0% | -0.06% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -5,167 | -100.0% | -0.17% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -5,365 | -100.0% | -0.19% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -2,665 | -100.0% | -0.20% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -3,732 | -100.0% | -0.29% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -26,071 | -100.0% | -0.30% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -16,328 | -100.0% | -0.69% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -122,760 | -100.0% | -0.92% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -129,249 | -100.0% | -1.56% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -140,434 | -100.0% | -2.16% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -150,038 | -100.0% | -2.42% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -238,766 | -100.0% | -2.62% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -265,675 | -100.0% | -3.01% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -486,351 | -100.0% | -4.50% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -271,661 | -100.0% | -4.76% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -723,939 | -100.0% | -5.69% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -159,847 | -100.0% | -7.13% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -744,472 | -100.0% | -7.62% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -708,712 | -100.0% | -12.24% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -1,321,308 | -100.0% | -12.62% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -1,640,180 | -100.0% | -12.85% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -465,461 | -100.0% | -17.99% | – |
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.