McCutchen Group LLC — Q3 2019 13F 持股

Name: McCutchen Group LLC — 13F Holdings, Q3 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001544224

申报总市值

US$4.6亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VEA	Vanguard Ftse Developed ETF	ETF-其他	20.10%	—	+2.05%
2	VNQ	Vanguard Real Estate ETF	ETF-其他	17.02%	—	+11.95%
3	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	14.51%	—	+0.88%
4	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	11.68%	—	+5.05%
5	IWV	Ishares Russell 3000 ETF	ETF-其他	7.83%	—	-0.40%
6	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	6.13%	—	+14.17%
7	BSV	Vanguard Short-term Bond ETF	ETF-其他	4.87%	—	+3.97%
8	BND	Vanguard Total Bond Market	ETF-其他	4.85%	—	+3.38%
9	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	3.80%	—	+1.98%
10	EFA	Ishares Msci Eafe ETF	ETF-其他	2.71%	—	—
11	USRT	Ishares Core US Reit ETF	ETF-其他	1.64%	—	+7.64%
12	IWB	Ishares Russell 1000 ETF	ETF-其他	0.92%	—	—
13	ICF	Ishares Select U.s. Reit ETF	ETF-其他	0.62%	—	—
14	GLD	Spdr Gold Shares	ETF-避险与商品	0.59%	—	—
15	IYR	Ishares US Real Estate ETF	ETF-其他	0.58%	—	-5.08%
16	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.52%	—	—
17	IXUS	Ishares Core Intl Stock ETF	ETF-其他	0.35%	—	+3.79%
18	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.31%	—	—
19	VV	Vanguard Large-cap ETF	ETF-其他	0.22%	—	+0.82%
20	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.22%	—	-5.67%
21	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.19%	—	—
22	VO	Vanguard Mid-cap ETF	ETF-其他	0.10%	—	—
23	ONEQ	Fidelity Nasdaq Comp Indx	ETF-科技型	0.09%	—	—
24	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.08%	—	—
25	VTV	Vanguard Value ETF	ETF-其他	0.07%	—	—

McCutchen Group LLC 于截至 Q3 2019 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VNQ	Vanguard Real Estate ETF	+2.1%	+11.95%	加仓
2	VWO	Vanguard Ftse Emerging Marke	+0.2%	+14.17%	加仓
3	USRT	Ishares Core US Reit ETF	+0.2%	+7.64%	加仓
4	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+5.05%	加仓
5	BND	Vanguard Total Bond Market	0%	+3.38%	加仓
6	ICF	Ishares Select U.s. Reit ETF	0%	—	不变
7	IXUS	Ishares Core Intl Stock ETF	—	+3.79%	加仓
8	VTV	Vanguard Value ETF	—	—	不变
9	BSV	Vanguard Short-term Bond ETF	0%	+3.97%	加仓
10	GLD	Spdr Gold Shares	0%	—	不变
11	IYR	Ishares US Real Estate ETF	0%	-5.08%	减仓
12	VV	Vanguard Large-cap ETF	0%	+0.82%	加仓
13	IVV	Ishares Core S&p 500 ETF	0%	—	不变
14	IWM	Ishares Russell 2000 ETF	0%	—	不变
15	ONEQ	Fidelity Nasdaq Comp Indx	0%	—	不变
16	VO	Vanguard Mid-cap ETF	0%	—	不变
17	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-5.67%	减仓
18	EEM	Ishares Msci Emerging Market	0%	—	不变
19	IEFA	Ishares Core Msci Eafe ETF	0%	—	不变
20	IWB	Ishares Russell 1000 ETF	0%	—	不变
21	EFA	Ishares Msci Eafe ETF	-0.1%	—	不变
22	IEMG	Ishares Core Msci Emerging	-0.3%	+1.98%	加仓
23	IWV	Ishares Russell 3000 ETF	-0.3%	-0.40%	减仓
24	VEA	Vanguard Ftse Developed ETF	-0.8%	+2.05%	加仓
25	VEU	Vanguard Ftse All-world Ex-u	-0.9%	+0.88%	加仓