McCutchen

McCutchen Group as of June 30, 2020

Portfolio Holdings for McCutchen Group

McCutchen Group holds 24 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 17.0 $64M 405k 156.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 14.7 $55M 1.1M 47.61
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 12.6 $47M 1.2M 38.79
Ishares Tr Russell 3000 Etf (IWV) 8.1 $30M 169k 180.06
Ishares Tr Cre U S Reit Etf (USRT) 8.1 $30M 693k 43.48
Vanguard Index Fds Real Estate Etf (VNQ) 7.8 $29M 371k 78.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.1 $19M 484k 39.61
Ishares Tr Core Msci Total (IXUS) 3.9 $14M 264k 54.52
Ishares Tr U.s. Real Es Etf (IYR) 3.7 $14M 177k 78.81
Ishares Tr Core Msci Eafe (IEFA) 3.6 $14M 235k 57.16
Ishares Core Msci Emkt (IEMG) 3.4 $13M 266k 47.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.1 $11M 137k 83.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.9 $11M 122k 88.34
Ishares Tr Msci Eafe Etf (EFA) 2.1 $7.9M 130k 60.87
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $4.9M 122k 39.99
Ishares Tr Rus 1000 Etf (IWB) 0.9 $3.2M 19k 171.70
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.6M 9.7k 167.34
Ishares Tr Cohen Steer Reit (ICF) 0.4 $1.3M 13k 100.87
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.1M 3.6k 309.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $877k 2.8k 308.26
Vanguard Index Fds Large Cap Etf (VV) 0.2 $740k 5.2k 143.05
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) 0.1 $332k 850.00 390.59
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $249k 1.5k 163.71
Ishares Tr Russell 2000 Etf (IWM) 0.1 $216k 1.5k 143.24