$75 Million is the total value of Fiduciary Wealth Partners, LLC's 8 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $29,667,000 | +4.2% | 683,409 | -0.8% | 39.58% | +13.6% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $28,247,000 | -15.3% | 122,408 | -18.5% | 37.69% | -7.6% |
| VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $9,010,000 | +4.5% | 63,755 | +0.2% | 12.02% | +13.9% |
| VO | VANGUARD MID-CAP INDEX FUNDetf | $6,528,000 | +3.1% | 44,409 | 0.0% | 8.71% | +12.5% | |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $528,000 | +6.7% | 12,116 | +0.0% | 0.70% | +16.2% |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $379,000 | +0.5% | 4,624 | +0.3% | 0.51% | +9.8% |
| VTI | Buy | VANGUARD TOTAL STK MKTetf | $335,000 | +4.4% | 2,587 | +0.3% | 0.45% | +13.7% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $257,000 | +0.8% | 3,034 | +0.6% | 0.34% | +9.9% |
| VIG | Exit | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $0 | – | -1,476 | -100.0% | -0.17% | – |
| VSS | Exit | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $0 | – | -8,768 | -100.0% | -1.16% | – |
| VEU | Exit | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $0 | – | -48,454 | -100.0% | -2.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 8 | Q3 2017 | 45.7% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 8 | Q3 2017 | 39.6% |
| VANGUARD SMALL-CAP INDEX FUND | 8 | Q3 2017 | 12.0% |
| VANGUARD MID-CAP INDEX FUND | 8 | Q3 2017 | 11.7% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 8 | Q3 2017 | 2.1% |
| VANGUARD FTSE EMERGING MARKETS ETF | 8 | Q3 2017 | 0.7% |
| VANGUARD TOTAL STK MKT | 8 | Q3 2017 | 0.4% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 8 | Q3 2017 | 0.3% |
| VANGUARD FTSE ALL-WORLD EX US INDEX FUND | 7 | Q2 2017 | 3.0% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | 7 | Q2 2017 | 1.2% |
View Fiduciary Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-08 |
| 13F-HR | 2017-05-11 |
| 13F-HR | 2017-02-01 |
| 13F-HR | 2016-10-25 |
| 13F-HR | 2016-09-22 |
| 13F-HR | 2016-09-22 |
| 13F-HR | 2016-02-12 |
View Fiduciary Wealth Partners, 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.