CIK: 0001544224
Total reported value
$464.3M
Reporting period: 2022-09-30 · Number of holdings: 22
McCutchen Group LLC disclosed 22 holdings in its latest 13F filing for the period ending 2022-09-30, with total reported value of $464.3M and a quarterly turnover rate of 0.0%.
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Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.99% | — | +0.26% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.85% | — | +0.30% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 12.63% | — | +9.30% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 12.24% | — | +11.29% | |
| 5 | USRT | Ishares Core US Reit ETF | ETF-Other | 7.62% | — | -3.23% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 7.13% | — | +9.08% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.69% | — | +23.45% | |
| 8 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.76% | — | +0.47% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.50% | — | -0.58% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.01% | — | -1.75% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.62% | — | +0.23% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.42% | — | +0.50% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.16% | — | +0.04% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.56% | — | — | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.92% | — | — | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.69% | — | — | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.30% | — | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | — | — | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 0.19% | — | +0.43% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | — | -10.74% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.06% | — | — |
Not enough priced holdings yet to compute performance
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2022-09-30 | 22 | $464.3M | 0 | |
| 2022-06-30 | 23 | $493.2M | 0 | |
| 2022-03-31 | 25 | $574.6M | 0 | |
| 2021-12-31 | 24 | $586.0M | 0 | |
| 2021-09-30 | 24 | $548.2M | 0 | |
| 2021-06-30 | 24 | $545.5M | 0 | |
| 2021-03-31 | 24 | $498.0M | 0 | |
| 2020-12-31 | 23 | $463.3M | 0 | |
| 2020-09-30 | 23 | $405.3M | 0 | |
| 2020-06-30 | 24 | $373.0M | 0 | |
| 2020-03-31 | 24 | $319.7M | 0 | |
| 2019-12-31 | 25 | $367.0M | 9 | |
| 2019-09-30 | 25 | $339.5M | 5 | |
| 2019-06-30 | 25 | $324.6M | 10 | |
| 2019-03-31 | 28 | $300.1M | 20 | |
| 2018-12-31 | 23 | $267.6M | 22 | |
| 2018-09-30 | 20 | $307.2M | 5 | |
| 2018-06-30 | 20 | $291.9M | 5 | |
| 2018-03-31 | 20 | $288.7M | 3 | |
| 2017-12-31 | 20 | $286.5M | 5 | |
| 2017-09-30 | 20 | $284.0M | 7 | |
| 2017-06-30 | 20 | $265.9M | 13 | |
| 2017-03-31 | 18 | $251.6M | 6 | |
| 2016-12-31 | 18 | $236.7M | 5 | |
| 2016-09-30 | 18 | $239.7M | 10 | |
| 2016-06-30 | 18 | $217.9M | 5 | |
| 2016-03-31 | 18 | $210.4M | 18 | |
| 2015-12-31 | 18 | $198.3M | 12 | |
| 2015-09-30 | 18 | $199.3M | 9 | |
| 2015-06-30 | 18 | $213.0M | 9 | |
| 2015-03-31 | 17 | $203.0M | 7 | |
| 2014-12-31 | 17 | $189.0M | 14 | |
| 2014-09-30 | 15 | $173.9M | 6 | |
| 2014-06-30 | 15 | $184.5M | 6 | |
| 2014-03-31 | 15 | $174.2M | 36 | |
| 2013-12-31 | 11 | $243.6M | 54 | |
| 2013-09-30 | 11 | $139.8M | 26 | |
| 2013-06-30 | 12 | $110.4M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2022-09-30 | 2022-11-02 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-04 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-05-26 | Amendment | View on EDGAR |
| 2021-12-31 | 2022-01-25 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2022-05-26 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-11-01 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2022-05-26 | Amendment | View on EDGAR |
| 2021-06-30 | 2021-07-29 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2022-05-26 | Amendment | View on EDGAR |
| 2021-03-31 | 2021-04-26 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2022-05-26 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-02 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2022-05-26 | Amendment | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2022-05-26 | Amendment | View on EDGAR |
| 2020-06-30 | 2020-08-11 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2022-05-26 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-04-21 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-24 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-01 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-25 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-23 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-01 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-07 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-18 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-11 | Amendment | View on EDGAR |
| 2018-03-31 | 2018-05-11 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-26 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-23 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-07 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-27 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-04 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-09 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-18 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-18 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-15 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | 13F-HR | View on EDGAR |
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