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 Intl Equity Index F Allwrld Ex Us (VEU) 17.6 $58M 1.2M 50.45
Vanguard Index Fds Total Stk Mkt (VTI) 12.4 $41M 241k 170.31
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.7 $32M 784k 40.90
Ishares Tr Russell 3000 Etf (IWV) 9.3 $31M 158k 195.71
Ishares Tr Cre U S Reit Etf (USRT) 9.0 $30M 680k 43.74
Vanguard Index Fds Real Estate Etf (VNQ) 6.8 $22M 284k 78.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $18M 406k 43.24
Ishares Tr U.s. Real Es Etf (IYR) 4.2 $14M 176k 79.84
Ishares Tr Core Msci Eafe (IEFA) 4.2 $14M 230k 60.28
Ishares Tr Core Msci Total (IXUS) 4.0 $13M 224k 58.34
Ishares Core Msci Emkt (IEMG) 3.8 $12M 235k 52.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.4 $11M 135k 83.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.3 $11M 124k 88.22
Ishares Tr Msci Eafe Etf (EFA) 2.5 $8.3M 130k 63.65
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $5.4M 122k 44.09
Ishares Tr Rus 1000 Etf (IWB) 1.0 $3.5M 19k 187.13
Ishares Tr Cohen Steer Reit (ICF) 0.4 $1.3M 13k 102.03
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.2M 6.9k 177.17
Ishares Tr Core S&p500 Etf (IVV) 0.4 $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