McCutchen

McCutchen Group as of Dec. 31, 2020

Portfolio Holdings for McCutchen Group

McCutchen Group holds 23 positions in its portfolio as reported in the December 2020 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 $83M 428k 194.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 14.2 $66M 1.1M 58.36
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 14.1 $66M 1.4M 47.21
Vanguard Index Fds Real Estate Etf (VNQ) 8.3 $38M 452k 84.93
Ishares Tr Russell 3000 Etf (IWV) 7.7 $36M 159k 223.55
Ishares Tr Cre U S Reit Etf (USRT) 7.4 $34M 709k 48.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.6 $26M 522k 50.11
Ishares Tr Core Msci Total (IXUS) 3.8 $18M 264k 67.19
Ishares Core Msci Emkt (IEMG) 3.6 $17M 272k 62.04
Ishares Tr Core Msci Eafe (IEFA) 3.5 $16M 237k 69.09
Ishares Tr U.s. Real Es Etf (IYR) 3.3 $15M 177k 85.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $11M 137k 82.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $11M 121k 88.19
Ishares Tr Msci Eafe Etf (EFA) 2.0 $9.5M 130k 72.96
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $6.3M 122k 51.67
Ishares Tr Rus 1000 Etf (IWB) 0.9 $3.9M 19k 211.84
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.4M 26k 53.89
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.4M 3.6k 375.56
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.2M 6.9k 178.31
Vanguard Index Fds Large Cap Etf (VV) 0.2 $920k 5.2k 175.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $871k 2.3k 373.98
Ishares Tr Russell 2000 Etf (IWM) 0.1 $297k 1.5k 196.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $243k 2.7k 91.11