McCutchen

McCutchen Group as of March 31, 2021

Portfolio Holdings for McCutchen Group

McCutchen Group holds 24 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 17.9 $89M 430k 206.69
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 14.0 $70M 1.4M 49.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 13.9 $69M 1.1M 60.68
Vanguard Index Fds Real Estate Etf (VNQ) 9.5 $47M 516k 91.86
Ishares Tr Cre U S Reit Etf (USRT) 7.6 $38M 720k 52.40
Ishares Tr Russell 3000 Etf (IWV) 7.5 $37M 157k 237.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.6 $28M 536k 52.05
Ishares Tr Core Msci Total (IXUS) 3.7 $19M 263k 70.28
Ishares Core Msci Emkt (IEMG) 3.7 $18M 284k 64.36
Ishares Tr Core Msci Eafe (IEFA) 3.4 $17M 238k 72.05
Ishares Tr U.s. Real Es Etf (IYR) 3.3 $16M 177k 91.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.3 $12M 140k 82.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $10M 123k 84.72
Ishares Tr Msci Eafe Etf (EFA) 2.0 $9.8M 130k 75.87
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $6.5M 122k 53.34
Ishares Tr Rus 1000 Etf (IWB) 0.8 $4.2M 19k 223.82
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.5M 26k 57.80
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.5M 3.7k 397.72
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.1M 6.9k 159.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.0M 2.6k 396.20
Vanguard Index Fds Large Cap Etf (VV) 0.2 $973k 5.3k 185.23
Ishares Tr Russell 2000 Etf (IWM) 0.1 $335k 1.5k 221.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $256k 2.7k 95.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $222k 2.2k 99.64