McCutchen

McCutchen Group as of March 31, 2022

Portfolio Holdings for McCutchen Group

McCutchen Group holds 25 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.2 $104M 458k 227.67
Vanguard Index Fds Real Estate Etf (VNQ) 13.6 $78M 720k 108.37
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 13.0 $75M 1.6M 48.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.4 $71M 1.2M 57.59
Ishares Tr Cre U S Reit Etf (USRT) 8.8 $51M 785k 64.65
Ishares Tr Russell 3000 Etf (IWV) 7.2 $41M 158k 262.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.1 $35M 760k 46.13
Ishares Tr U.s. Real Es Etf (IYR) 3.4 $20M 182k 108.22
Ishares Tr Core Msci Total (IXUS) 3.0 $18M 263k 66.58
Ishares Tr Core Msci Eafe (IEFA) 2.9 $17M 243k 69.51
Ishares Core Msci Emkt (IEMG) 2.7 $16M 284k 55.55
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $12M 147k 77.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.9 $11M 136k 79.54
Ishares Tr Msci Eafe Etf (EFA) 1.7 $9.5M 129k 73.60
Ishares Tr Msci Emg Mkt Etf (EEM) 1.0 $5.5M 123k 45.15
Ishares Tr Rus 1000 Etf (IWB) 0.7 $4.1M 16k 250.06
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.9M 26k 71.00
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.7M 3.7k 453.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.2M 2.7k 451.78
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.1M 5.3k 208.42
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.0M 5.8k 180.69
Ishares Tr Russell 2000 Etf (IWM) 0.1 $342k 1.7k 205.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $250k 4.6k 53.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $211k 4.5k 47.35
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $207k 5.4k 38.36