McCutchen Group LLC — Q4 2018 13F 持股

Name: McCutchen Group LLC — 13F Holdings, Q4 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001544224

申報總市值

US$4.6億

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VEA	Vanguard Ftse Developed ETF	ETF-其他	20.67%	—	-3.14%
2	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	15.43%	—	-2.16%
3	VNQ	Vanguard Real Estate ETF	ETF-其他	12.95%	—	-10.41%
4	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	10.59%	—	+4.06%
5	IWV	Ishares Russell 3000 ETF	ETF-其他	8.45%	—	-7.19%
6	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	5.70%	—	-18.59%
7	DJP	Ipath Bloomberg Commodity In	ETF-避險與商品	4.74%	—	-29.74%
8	BSV	Vanguard Short-term Bond ETF	ETF-其他	4.15%	—	+6.78%
9	IEMG	Ishares Core Msci Emerging	ETF-新興市場	4.08%	—	+58.42%
10	BND	Vanguard Total Bond Market	ETF-其他	4.03%	—	+9.95%
11	EFA	Ishares Msci Eafe ETF	ETF-其他	3.02%	—	-4.15%
12	USRT	Ishares Core US Reit ETF	ETF-其他	1.21%	—	—
13	IWB	Ishares Russell 1000 ETF	ETF-其他	0.98%	—	+0.77%
14	GLD	Spdr Gold Shares	ETF-避險與商品	0.66%	—	—
15	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.59%	—	—
16	ICF	Ishares Select U.s. Reit ETF	ETF-其他	0.59%	—	+1.51%
17	IYR	Ishares US Real Estate ETF	ETF-其他	0.59%	—	+1.36%
18	IXUS	Ishares Core Intl Stock ETF	ETF-其他	0.52%	—	—
19	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.36%	—	+1.06%
20	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.23%	—	+1.53%
21	VV	Vanguard Large-cap ETF	ETF-其他	0.23%	—	—
22	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.14%	—	-6.23%
23	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.09%	—	—

McCutchen Group LLC 於截至 Q4 2018 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IEMG	Ishares Core Msci Emerging	+1.6%	+58.42%	加碼
2	BND	Vanguard Total Bond Market	+0.9%	+9.95%	加碼
3	BSV	Vanguard Short-term Bond ETF	+0.8%	+6.78%	加碼
4	VTI	Vanguard Total Stock Mkt ETF	+0.2%	+4.06%	加碼
5	GLD	Spdr Gold Shares	+0.1%	—	不變
6	ICF	Ishares Select U.s. Reit ETF	+0.1%	+1.51%	加碼
7	IYR	Ishares US Real Estate ETF	0%	+1.36%	加碼
8	EEM	Ishares Msci Emerging Market	0%	+1.53%	加碼
9	IVV	Ishares Core S&p 500 ETF	—	+1.06%	加碼
10	IWB	Ishares Russell 1000 ETF	0%	+0.77%	加碼
11	VV	Vanguard Large-cap ETF	0%	—	不變
12	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-6.23%	減碼
13	IWM	Ishares Russell 2000 ETF	0%	—	不變
14	EFA	Ishares Msci Eafe ETF	-0.2%	-4.15%	減碼
15	VEU	Vanguard Ftse All-world Ex-u	-0.3%	-2.16%	減碼
16	VNQ	Vanguard Real Estate ETF	-0.7%	-10.41%	減碼
17	IWV	Ishares Russell 3000 ETF	-0.9%	-7.19%	減碼
18	VWO	Vanguard Ftse Emerging Marke	-0.9%	-18.59%	減碼
19	VEA	Vanguard Ftse Developed ETF	-1.1%	-3.14%	減碼
20	DJP	Ipath Bloomberg Commodity In	-1.8%	-29.74%	減碼
21	USRT	Ishares Core US Reit ETF	—	NEW	新建倉
22	IEFA	Ishares Core Msci Eafe ETF	—	NEW	新建倉
23	IXUS	Ishares Core Intl Stock ETF	—	NEW	新建倉