17 is the total number of securities Fiduciary Wealth Partners, LLC has owned. The longest Fiduciary Wealth Partners, LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VOO | VANGUARD S&P 500 ETF | 8 | 8 | 35.57% | 38.85% | 45.66% | Q4 2015 | Q3 2017 | 8 |
| VEA | VANGUARD FTSE DEVELOPE... | 8 | 8 | 26.88% | 30.59% | 39.58% | Q4 2015 | Q3 2017 | 8 |
| VB | VANGUARD SMALL-CAP IND... | 8 | 8 | 8.24% | 9.29% | 12.02% | Q4 2015 | Q3 2017 | 8 |
| VO | VANGUARD MID-CAP INDEX... | 8 | 8 | 6.65% | 7.82% | 11.71% | Q4 2015 | Q3 2017 | 8 |
| BND | VANGUARD TOTAL BOND MA... | 8 | 8 | 0.38% | 1.36% | 2.06% | Q4 2015 | Q3 2017 | 8 |
| VWO | VANGUARD FTSE EMERGING... | 8 | 8 | 0.16% | 0.35% | 0.70% | Q4 2015 | Q3 2017 | 8 |
| VTI | VANGUARD TOTAL STK MKT | 8 | 8 | 0.27% | 0.33% | 0.45% | Q4 2015 | Q3 2017 | 8 |
| BIV | VANGUARD INTERMEDIATE-... | 8 | 8 | 0.20% | 0.26% | 0.34% | Q4 2015 | Q3 2017 | 8 |
| VEU | VANGUARD FTSE ALL-WORL... | 7 | 7 | 1.80% | 2.27% | 2.97% | Q4 2015 | Q2 2017 | 7 |
| VSS | VANGUARD FTSE ALL-WORL... | 7 | 7 | 0.46% | 0.81% | 1.16% | Q4 2015 | Q2 2017 | 7 |
| VIG | VANGUARD DIVIDEND APPR... | 7 | 7 | 0.17% | 0.32% | 0.47% | Q4 2015 | Q2 2017 | 7 |
| VYM | VANGUARD HIGH DIVIDEND... | 6 | 6 | 2.11% | 10.10% | 14.09% | Q4 2015 | Q1 2017 | 6 |
| VNQ | VANGUARD REIT INDEX ETF | 6 | 6 | 0.11% | 0.24% | 0.34% | Q4 2015 | Q1 2017 | 6 |
| IWM | ISHARES RUSSELL 2000 ETF | 5 | 5 | 0.35% | 0.56% | 0.69% | Q1 2016 | Q1 2017 | 5 |
| SPY | SPDR S&P 500 ETF | 4 | 4 | 0.09% | 0.11% | 0.12% | Q1 2016 | Q4 2016 | 4 |
| PFF | ISHARES U.S. PREFERRED... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
| EEM | ISHARES MSCI EMERGING ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
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The securities at the top of the list , including VANGUARD S&P 500 ETF, VANGUARD FTSE DEVELOPED MARKETS ETF, and VANGUARD SMALL-CAP INDEX FUND, are the highest-conviction holdings of Fiduciary Wealth Partners, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Fiduciary Wealth Partners, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Fiduciary Wealth Partners, LLC owns currently or has owned in the past.