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

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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