Fiduciary Wealth Partners as of June 30, 2017
Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 11 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 40.8 | $33M | 150k | 222.06 | |
Vanguard Europe Pacific ETF (VEA) | 34.8 | $29M | 689k | 41.32 | |
Vanguard Small-Cap ETF (VB) | 10.6 | $8.6M | 64k | 135.53 | |
Vanguard Mid-Cap ETF (VO) | 7.7 | $6.3M | 44k | 142.52 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 3.0 | $2.4M | 49k | 50.03 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 1.2 | $948k | 8.8k | 108.12 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $495k | 12k | 40.86 | |
Vanguard Total Bond Market ETF (BND) | 0.5 | $377k | 4.6k | 81.74 | |
Vanguard Total Stock Market ETF (VTI) | 0.4 | $321k | 2.6k | 124.52 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $255k | 3.0k | 84.58 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $137k | 1.5k | 92.82 |