Fiduciary Wealth Partners as of March 31, 2017
Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 14 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 38.2 | $38M | 174k | 216.35 | |
Vanguard Europe Pacific ETF (VEA) | 29.7 | $29M | 745k | 39.30 | |
Vanguard High Dividend Yield ETF (VYM) | 11.2 | $11M | 142k | 77.65 | |
Vanguard Small-Cap ETF (VB) | 9.0 | $8.9M | 67k | 133.28 | |
Vanguard Mid-Cap ETF (VO) | 6.7 | $6.6M | 47k | 139.24 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 2.4 | $2.3M | 49k | 47.84 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.9 | $900k | 8.8k | 102.65 | |
Vanguard Total Bond Market ETF (BND) | 0.4 | $373k | 4.6k | 81.07 | |
iShares Russell 2000 Index (IWM) | 0.3 | $349k | 2.5k | 137.62 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $312k | 2.6k | 121.31 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $264k | 6.6k | 39.77 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $255k | 2.8k | 89.82 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $233k | 2.8k | 83.54 | |
Vanguard REIT ETF (VNQ) | 0.2 | $217k | 2.6k | 82.76 |