Fiduciary Wealth Partners as of March 31, 2016
Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 15 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 38.5 | $37M | 194k | 188.56 | |
| Vanguard Europe Pacific ETF (VEA) | 28.9 | $28M | 768k | 35.88 | |
| Vanguard High Dividend Yield ETF (VYM) | 10.5 | $10M | 145k | 69.04 | |
| Vanguard Small-Cap ETF (VB) | 8.2 | $7.8M | 70k | 111.49 | |
| Vanguard Mid-Cap ETF (VO) | 7.0 | $6.7M | 55k | 121.22 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 2.1 | $2.0M | 47k | 43.14 | |
| Vanguard Total Bond Market ETF (BND) | 2.0 | $1.9M | 23k | 82.82 | |
| iShares Russell 2000 Index (IWM) | 0.7 | $655k | 5.9k | 110.60 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.6 | $527k | 5.6k | 93.36 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $451k | 5.5k | 81.29 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $276k | 2.6k | 104.90 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $234k | 2.7k | 86.25 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $175k | 5.1k | 34.52 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $135k | 1.6k | 83.96 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $111k | 540.00 | 205.56 |
