Fiduciary Wealth Partners
Latest statistics and disclosures from Fiduciary Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VOO, VB, VO, VWO, and represent 98.70% of Fiduciary Wealth Partners's stock portfolio.
- Added to shares of these 5 stocks: VB, BIV, VTI, BND, VWO.
- Reduced shares in these 5 stocks: VOO (-$6.4M), VEU, VSS, VEA, VIG.
- Sold out of its positions in VIG, VSS, VEU.
- Fiduciary Wealth Partners was a net seller of stock by $-10M.
- Fiduciary Wealth Partners has $75M in assets under management (AUM), dropping by -8.29%.
- Central Index Key (CIK): 0001666504
Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 8 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Europe Pacific ETF (VEA) | 39.6 | $30M | 683k | 43.41 |
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| Vanguard S&p 500 Etf idx (VOO) | 37.7 | $28M | -18% | 122k | 230.76 |
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| Vanguard Small-Cap ETF (VB) | 12.0 | $9.0M | 64k | 141.32 |
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| Vanguard Mid-Cap ETF (VO) | 8.7 | $6.5M | 44k | 147.00 |
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| Vanguard Emerging Markets ETF (VWO) | 0.7 | $528k | 12k | 43.58 |
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| Vanguard Total Bond Market ETF (BND) | 0.5 | $379k | 4.6k | 81.96 |
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| Vanguard Total Stock Market ETF (VTI) | 0.5 | $335k | 2.6k | 129.49 |
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| Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $257k | 3.0k | 84.71 |
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Past Filings by Fiduciary Wealth Partners
SEC 13F filings are viewable for Fiduciary Wealth Partners going back to 2015
- Fiduciary Wealth Partners 2017 Q3 filed Nov. 13, 2017
- Fiduciary Wealth Partners 2017 Q2 filed Aug. 8, 2017
- Fiduciary Wealth Partners 2017 Q1 filed May 11, 2017
- Fiduciary Wealth Partners 2016 Q4 filed Feb. 1, 2017
- Fiduciary Wealth Partners 2016 Q3 filed Oct. 25, 2016
- Fiduciary Wealth Partners 2016 Q1 filed Sept. 22, 2016
- Fiduciary Wealth Partners 2016 Q2 filed Sept. 22, 2016
- Fiduciary Wealth Partners 2015 Q4 filed Feb. 12, 2016