Fiduciary Wealth Partners as of Sept. 30, 2016
Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 15 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 35.6 | $36M | 179k | 198.69 | |
| Vanguard Europe Pacific ETF (VEA) | 28.2 | $28M | 754k | 37.41 | |
| Vanguard High Dividend Yield ETF (VYM) | 14.1 | $14M | 195k | 72.14 | |
| Vanguard Small-Cap ETF (VB) | 8.3 | $8.3M | 68k | 122.18 | |
| Vanguard Mid-Cap ETF (VO) | 6.7 | $6.7M | 52k | 129.44 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 2.2 | $2.2M | 49k | 45.42 | |
| Vanguard Total Bond Market ETF (BND) | 1.9 | $1.9M | 23k | 84.14 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.9 | $873k | 8.8k | 99.57 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $558k | 4.5k | 124.30 | |
| Vanguard REIT ETF (VNQ) | 0.3 | $339k | 3.9k | 86.79 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $327k | 3.9k | 83.85 | |
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $297k | 7.9k | 37.57 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $294k | 2.6k | 111.24 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $241k | 2.7k | 87.76 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $90k | 414.00 | 217.39 |
