$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP INDEX FUNDetf | $6,528,000 | +3.1% | 44,409 | 0.0% | 8.71% | +12.5% |
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.