Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
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.