Fiduciary Wealth Partners, LLC - Q2 2017 holdings

$81.7 Million is the total value of Fiduciary Wealth Partners, LLC's 11 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .

 Value Shares↓ Weighting
VWO BuyVANGUARD FTSE EMERGING MARKETS ETFetf$495,000
+87.5%
12,114
+82.5%
0.61%
+126.1%
BND BuyVANGUARD TOTAL BOND MARKET INDEX FUNDetf$377,000
+1.1%
4,612
+0.2%
0.46%
+22.0%
VTI BuyVANGUARD TOTAL STK MKTetf$321,000
+2.9%
2,578
+0.2%
0.39%
+24.4%
BIV BuyVANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf$255,000
+9.4%
3,015
+8.1%
0.31%
+32.2%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2017-08-08
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD S&P 500 ETF8Q3 201745.7%
VANGUARD FTSE DEVELOPED MARKETS ETF8Q3 201739.6%
VANGUARD SMALL-CAP INDEX FUND8Q3 201712.0%
VANGUARD MID-CAP INDEX FUND8Q3 201711.7%
VANGUARD TOTAL BOND MARKET INDEX FUND8Q3 20172.1%
VANGUARD FTSE EMERGING MARKETS ETF8Q3 20170.7%
VANGUARD TOTAL STK MKT8Q3 20170.4%
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND8Q3 20170.3%
VANGUARD FTSE ALL-WORLD EX US INDEX FUND7Q2 20173.0%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND7Q2 20171.2%

View Fiduciary Wealth Partners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2017-11-13
13F-HR2017-08-08
13F-HR2017-05-11
13F-HR2017-02-01
13F-HR2016-10-25
13F-HR2016-09-22
13F-HR2016-09-22
13F-HR2016-02-12

View Fiduciary Wealth Partners, LLC's complete filings history.

Compare quarters

Export Fiduciary Wealth Partners, LLC's holdings