McCutchen

Latest statistics and disclosures from McCutchen Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, VEA, VEU, VNQ, USRT, and represent 63.32% of McCutchen Group's stock portfolio.
  • Added to shares of these 10 stocks: VNQ (+$5.8M), VWO (+$5.0M), VEU, IWV, VTI, VEA, IYR, BSV, IXUS, BND.
  • Reduced shares in these 5 stocks: USRT, IEFA, SCHX, IEMG, GLD.
  • Sold out of its positions in SCHX.
  • McCutchen Group was a net buyer of stock by $17M.
  • McCutchen Group has $464M in assets under management (AUM), dropping by -5.87%.
  • Central Index Key (CIK): 0001544224

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Portfolio Holdings for McCutchen Group

McCutchen Group holds 22 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.0 $84M 466k 179.47
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.8 $60M 1.6M 36.36
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.6 $59M +9% 1.3M 44.36
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Vanguard Index Fds Real Estate Etf (VNQ) 12.2 $57M +11% 709k 80.17
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Ishares Tr Cre U S Reit Etf (USRT) 7.6 $35M -3% 745k 47.50
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Ishares Tr Russell 3000 Etf (IWV) 7.1 $33M +9% 160k 207.04
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.7 $26M +23% 724k 36.49
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Ishares Tr U.s. Real Es Etf (IYR) 4.8 $22M 272k 81.42
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Ishares Core Msci Emkt (IEMG) 4.5 $21M 486k 42.98
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Ishares Tr Core Msci Eafe (IEFA) 3.0 $14M 266k 52.67
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Ishares Tr Core Msci Total (IXUS) 2.6 $12M 239k 50.92
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $11M 150k 74.82
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $10M 140k 71.33
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Ishares Tr Msci Eafe Etf (EFA) 1.6 $7.2M 129k 56.01
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $4.3M 123k 34.88
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Ishares Tr Rus 1000 Etf (IWB) 0.7 $3.2M 16k 197.33
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Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.4M 26k 53.66
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.3M 3.7k 358.79
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $952k 2.7k 357.22
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $877k 5.4k 163.47
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Spdr Gold Tr Gold Shs (GLD) 0.2 $799k -10% 5.2k 154.64
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $259k 1.6k 165.07
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Past Filings by McCutchen Group

SEC 13F filings are viewable for McCutchen Group going back to 2011

View all past filings