$114 Million is the total value of Fiduciary Wealth Partners, LLC's 13 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD S&P 500 ETFetf | $52,259,000 | – | 299,662 | +100.0% | 45.66% | – |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $30,768,000 | – | 963,723 | +100.0% | 26.88% | – |
| VO | New | VANGUARD MID-CAP INDEX FUNDetf | $13,401,000 | – | 135,752 | +100.0% | 11.71% | – |
| VB | New | VANGUARD SMALL-CAP INDEX FUNDetf | $9,817,000 | – | 100,165 | +100.0% | 8.58% | – |
| VYM | New | VANGUARD HIGH DIVIDEND YIELD INDEX FUNDetf | $2,417,000 | – | 36,203 | +100.0% | 2.11% | – |
| VEU | New | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $2,055,000 | – | 47,333 | +100.0% | 1.80% | – |
| BND | New | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $1,936,000 | – | 23,975 | +100.0% | 1.69% | – |
| VSS | New | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $524,000 | – | 5,645 | +100.0% | 0.46% | – |
| VIG | New | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $430,000 | – | 5,533 | +100.0% | 0.38% | – |
| VTI | New | VANGUARD TOTAL STK MKTetf | $309,000 | – | 12,384 | +100.0% | 0.27% | – |
| BIV | New | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $224,000 | – | 2,702 | +100.0% | 0.20% | – |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $187,000 | – | 154,646 | +100.0% | 0.16% | – |
| VNQ | New | VANGUARD REIT INDEX ETFetf | $128,000 | – | 2,588 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-12
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.