MG

McCutchen Group LLC

13F
McCutchen Group LLC
Last update 2022-11-03 22 Stocks (0 new)
Value $464.00 Mil Turnover 4 %
Countries:
Top Holdings: VTI(17.99%)VEA(12.85%)VEU(12.63%)VNQ(12.24%)USRT(7.62%)
Summary Stock Picks Current Portfolio
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
83,536.0
+0.26%
17.990
+0.05%
0.030
+19.82%
+7.35%
476,615.2
 
VEA
Vanguard FTSE Developed Markets ETF
1,640,180
59,637.0
+0.30%
12.850
+0.04%
0.070
+12.49%
+19.94%
157,607.2
 
VEU
Vanguard FTSE All-World ex-US ETF
1,321,308
58,613.0
+9.30%
12.630
+1.07%
0.200
+13.13%
+18.20%
44,208.3
 
VNQ
Vanguard Real Estate Index Fund ETF
708,712
56,817.0
+11.29%
12.240
+1.24%
0.170
+4.59%
+3.00%
33,484.2
 
USRT
iShares Core U.S. REIT ETF
744,472
35,362.0
-3.23%
7.620
-0.27%
1.950
+4.16%
+0.41%
2,971.2
 
IWV
iShares Russell 3000 ETF
159,847
33,095.0
+9.08%
7.130
+0.59%
0.350
+19.75%
+7.38%
16,104.0
 
VWO
Vanguard FTSE Emerging Markets ETF
723,939
26,417.0
+23.45%
5.690
+1.08%
0.040
+16.94%
+15.09%
86,951.2
 
IYR
iShares U.S. Real Estate ETF
271,661
22,119.0
+0.47%
4.760
+0.02%
0.590
+4.76%
+3.87%
3,788.8
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
486,351
20,903.0
-0.58%
4.500
-0.03%
0.040
+18.91%
+18.34%
99,158.0
 
IEFA
iShares Core MSCI EAFE ETF
265,675
13,993.0
-1.75%
3.010
-0.06%
0.020
+11.52%
+19.59%
141,328.0
 

McCutchen Group LLC's Historical Top Holdings Breakdowns

McCutchen Group LLC Total Holding History ($B)

To

McCutchen Group LLC's Asset Allocation

To

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

  • 1

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