McCutchen

McCutchen Group as of March 31, 2020

Portfolio Holdings for McCutchen Group

McCutchen Group holds 24 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.3 $52M 405k 128.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 14.6 $47M 1.1M 41.02
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 11.8 $38M 1.1M 33.34
Ishares Tr Cre U S Reit Etf (USRT) 8.3 $26M 674k 39.17
Ishares Tr Russell 3000 Etf (IWV) 7.9 $25M 170k 148.33
Vanguard Index Fds Real Estate Etf (VNQ) 7.9 $25M 360k 69.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $15M 453k 33.55
Ishares Tr U.s. Real Es Etf (IYR) 4.0 $13M 183k 69.57
Ishares Tr Core Msci Eafe (IEFA) 3.9 $13M 251k 49.89
Ishares Tr Core Msci Total (IXUS) 3.9 $12M 262k 47.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.7 $12M 142k 82.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.4 $11M 128k 85.35
Ishares Core Msci Emkt (IEMG) 3.4 $11M 267k 40.47
Ishares Tr Msci Eafe Etf (EFA) 2.2 $6.9M 130k 53.46
Ishares Tr Msci Emg Mkt Etf (EEM) 1.5 $4.9M 145k 34.13
Ishares Tr Rus 1000 Etf (IWB) 0.8 $2.7M 19k 141.53
Spdr Gold Trust Gold Shs (GLD) 0.5 $1.6M 11k 148.02
Ishares Tr Cohen Steer Reit (ICF) 0.4 $1.2M 13k 91.59
Ishares Tr Core S&p500 Etf (IVV) 0.3 $927k 3.6k 258.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $734k 2.8k 257.91
Vanguard Index Fds Large Cap Etf (VV) 0.2 $653k 5.5k 118.47
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) 0.1 $254k 850.00 298.82
Ishares Tr Russell 2000 Etf (IWM) 0.1 $206k 1.8k 114.32
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $200k 1.5k 131.49