McCutchen

McCutchen Group as of Dec. 31, 2021

Portfolio Holdings for McCutchen Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.0 $105M 436k 241.44
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 13.8 $81M 1.6M 51.06
Vanguard Index Fds Real Estate Etf (VNQ) 13.3 $78M 670k 116.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.5 $68M 1.1M 61.28
Ishares Tr Cre U S Reit Etf (USRT) 8.6 $50M 744k 67.59
Ishares Tr Russell 3000 Etf (IWV) 7.5 $44M 158k 277.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $35M 709k 49.46
Ishares Tr U.s. Real Es Etf (IYR) 3.6 $21M 181k 116.14
Ishares Tr Core Msci Total (IXUS) 3.4 $20M 279k 70.94
Ishares Tr Core Msci Eafe (IEFA) 3.1 $18M 242k 74.64
Ishares Core Msci Emkt (IEMG) 3.0 $18M 293k 59.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $11M 133k 80.83
Ishares Tr Msci Eafe Etf (EFA) 1.7 $10M 129k 78.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $10M 119k 84.75
Ishares Tr Msci Emg Mkt Etf (EEM) 1.0 $6.0M 123k 48.85
Ishares Tr Rus 1000 Etf (IWB) 0.7 $4.3M 16k 264.46
Ishares Tr Cohen Steer Reit (ICF) 0.3 $2.0M 26k 76.06
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.8M 3.7k 477.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.3M 2.7k 475.07
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.2M 5.3k 220.97
Spdr Gold Tr Gold Shs (GLD) 0.2 $990k 5.8k 171.01
Ishares Tr Russell 2000 Etf (IWM) 0.1 $370k 1.7k 222.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $264k 2.3k 113.94
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $228k 2.2k 102.33