Fiduciary Wealth Partners as of Sept. 30, 2017
Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 8 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Europe Pacific ETF (VEA) | 39.6 | $30M | 683k | 43.41 | |
Vanguard S&p 500 Etf idx (VOO) | 37.7 | $28M | 122k | 230.76 | |
Vanguard Small-Cap ETF (VB) | 12.0 | $9.0M | 64k | 141.32 | |
Vanguard Mid-Cap ETF (VO) | 8.7 | $6.5M | 44k | 147.00 | |
Vanguard Emerging Markets ETF (VWO) | 0.7 | $528k | 12k | 43.58 | |
Vanguard Total Bond Market ETF (BND) | 0.5 | $379k | 4.6k | 81.96 | |
Vanguard Total Stock Market ETF (VTI) | 0.5 | $335k | 2.6k | 129.49 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $257k | 3.0k | 84.71 |