Fiduciary Wealth Partners as of Dec. 31, 2015
Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 13 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 45.7 | $52M | 300k | 174.39 | |
Vanguard Europe Pacific ETF (VEA) | 26.9 | $31M | 964k | 31.93 | |
Vanguard Mid-Cap ETF (VO) | 11.7 | $13M | 136k | 98.72 | |
Vanguard Small-Cap ETF (VB) | 8.6 | $9.8M | 100k | 98.01 | |
Vanguard High Dividend Yield ETF (VYM) | 2.1 | $2.4M | 36k | 66.76 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.8 | $2.1M | 47k | 43.42 | |
Vanguard Total Bond Market ETF (BND) | 1.7 | $1.9M | 24k | 80.75 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.5 | $524k | 5.6k | 92.83 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.4 | $430k | 5.5k | 77.72 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $309k | 12k | 24.95 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $224k | 2.7k | 82.90 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $187k | 155k | 1.21 | |
Vanguard REIT ETF (VNQ) | 0.1 | $128k | 2.6k | 49.46 |