McCutchen

McCutchen Group as of Sept. 30, 2020

Portfolio Holdings for McCutchen Group

McCutchen Group holds 23 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 17.6 $71M 418k 170.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 14.4 $58M 1.2M 50.45
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 13.5 $55M 1.3M 40.90
Vanguard Index Fds Real Estate Etf (VNQ) 8.2 $33M 419k 78.96
Ishares Tr Russell 3000 Etf (IWV) 8.0 $32M 165k 195.71
Ishares Tr Cre U S Reit Etf (USRT) 7.5 $30M 695k 43.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.4 $22M 511k 43.24
Ishares Tr Core Msci Total (IXUS) 3.8 $15M 263k 58.34
Ishares Tr Core Msci Eafe (IEFA) 3.5 $14M 236k 60.28
Ishares Core Msci Emkt (IEMG) 3.5 $14M 267k 52.80
Ishares Tr U.s. Real Es Etf (IYR) 3.5 $14M 176k 79.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.9 $12M 140k 83.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $11M 124k 88.22
Ishares Tr Msci Eafe Etf (EFA) 2.0 $8.3M 130k 63.65
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $5.4M 122k 44.09
Ishares Tr Rus 1000 Etf (IWB) 0.9 $3.5M 19k 187.13
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.3M 13k 102.03
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.2M 6.9k 177.17
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.2M 3.6k 336.02
Vanguard Index Fds Large Cap Etf (VV) 0.2 $813k 5.2k 156.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $780k 2.3k 335.05
Ishares Tr Russell 2000 Etf (IWM) 0.1 $226k 1.5k 149.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $215k 2.7k 80.61