- Added Positions: VEU, VNQ, BND, BSV, VEA, VTI, USRT, IEMG, VWO, EFA, SPY, ICF,
- Reduced Positions: IEFA, IWM, IXUS,
- Sold Out: DJP, IJR, IJH,
For the details of McCutchen Group LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mccutchen+group+llc/current-portfolio/portfolioportfolio
These are the top 5 holdings of McCutchen Group LLC- Vanguard FTSE Developed Markets (VEA) - 1,627,962 shares, 20.92% of the total portfolio. Shares added by 4.15%
- Vanguard FTSE All World Ex US (VEU) - 978,599 shares, 15.37% of the total portfolio. Shares added by 8.30%
- Vanguard Real Estate (VNQ) - 553,478 shares, 14.90% of the total portfolio. Shares added by 8.40%
- Vanguard Total Stock Market (VTI) - 250,000 shares, 11.56% of the total portfolio. Shares added by 7.59%
- iShares Russell 3000 (IWV) - 153,512 shares, 8.15% of the total portfolio. Shares reduced by 0.35%
McCutchen Group LLC added to a holding in Vanguard Total Bond Market ETF by 27.70%. The purchase prices were between $79.9 and $82.88, with an estimated average price of $81.08. The stock is now traded at around $82.83. The impact to a portfolio due to this purchase was 1.05%. The holding were 188,784 shares as of .
Added: Vanguard Short-Term Bond (BSV)McCutchen Group LLC added to a holding in Vanguard Short-Term Bond by 26.22%. The purchase prices were between $78.75 and $80.44, with an estimated average price of $79.44. The stock is now traded at around $80.39. The impact to a portfolio due to this purchase was 1.01%. The holding were 196,663 shares as of .
Sold Out: iPath Bloomberg Commodity Index Total Return ETN (DJP)McCutchen Group LLC sold out a holding in iPath Bloomberg Commodity Index Total Return ETN. The sale prices were between $21.23 and $23.28, with an estimated average price of $22.29.
Sold Out: iShares Core S&P Small-Cap (IJR)McCutchen Group LLC sold out a holding in iShares Core S&P Small-Cap. The sale prices were between $72.93 and $81.1, with an estimated average price of $77.42.
Sold Out: iShares Core S&P Mid-Cap (IJH)McCutchen Group LLC sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $180.31 and $197.09, with an estimated average price of $190.89.
Here is the complete portfolio of McCutchen Group LLC. Also check out:
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