MG
| |
McCutchen Group LLC13F | |
| McCutchen Group LLC | |
| Last update 2022-11-03 | 22 Stocks (0 new) |
| Value $464.00 Mil | Turnover 4 % |
| Portfolio Report | |
McCutchen Group LLC Top Holdings of 2022-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 465,461 | 83536.000 | +0.26% | 17.990 | +0.05% | 0.030 | +11.80% | +20.27% | 423658.824 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,640,180 | 59637.000 | +0.30% | 12.850 | +0.04% | 0.070 | +6.74% | +6.08% | 139217.980 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 1,321,308 | 58613.000 | +9.30% | 12.630 | +1.07% | 0.200 | +8.15% | +8.78% | 39645.310 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 708,712 | 56817.000 | +11.29% | 12.240 | +1.24% | 0.170 | +7.58% | +7.94% | 35538.344 | ||
USRT | iShares Core U.S. REIT ETF | 744,472 | 35362.000 | -3.23% | 7.620 | -0.27% | 1.950 | +8.87% | +11.68% | 2825.397 | ||
IWV | iShares Russell 3000 ETF | 159,847 | 33095.000 | +9.08% | 7.130 | +0.59% | 0.350 | +11.67% | +20.24% | 15107.507 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 723,939 | 26417.000 | +23.45% | 5.690 | +1.08% | 0.040 | +13.15% | +15.35% | 79711.430 | ||
IYR | iShares U.S. Real Estate ETF | 271,661 | 22119.000 | +0.47% | 4.760 | +0.02% | 0.590 | +7.20% | +8.95% | 4984.290 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 486,351 | 20903.000 | -0.58% | 4.500 | -0.03% | 0.040 | +11.73% | +12.04% | 83741.405 | ||
IEFA | iShares Core MSCI EAFE ETF | 265,675 | 13993.000 | -1.75% | 3.010 | -0.06% | 0.020 | +6.59% | +6.20% | 122858.098 |
McCutchen Group LLC's Historical Top Holdings Breakdowns
McCutchen Group LLC Total Holding History ($B)
McCutchen Group LLC's Asset Allocation
McCutchen Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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McCutchen Group LLC's Hypothetical Growth since 2022-09-30
McCutchen Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
McCutchen Group LLC's Holdings Heat Map
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McCutchen Group LLC's Holdings Bubble Chart
McCutchen Group LLC News
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