StockDriftsStockDriftsTop 22 Mccutchen Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.99% | 465.5K | $84K | new | — | 2022-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.85% | 1.64M | $60K | new | — | 2022-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 12.63% | 1.32M | $59K | new | — | 2022-09-30 | |
| VNQ | VANGUARD INDEX FDS | 12.24% | 708.7K | $57K | new | — | 2022-09-30 | |
| USRT | ISHARES TR | 7.62% | 744.5K | $35K | new | — | 2022-09-30 | |
| IWV | ISHARES TR | 7.13% | 159.8K | $33K | new | — | 2022-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.69% | 723.9K | $26K | new | — | 2022-09-30 | |
| IYR | ISHARES TR | 4.76% | 271.7K | $22K | new | — | 2022-09-30 | |
| IEMG | ISHARES INC | 4.5% | 486.4K | $21K | new | — | 2022-09-30 | |
| IEFA | ISHARES TR | 3.01% | 265.7K | $14K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Mccutchen Group Llc reports $464.26K in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are VTI (18.0%), VEA (12.8%) and VEU (12.6%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Mccutchen Group Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1544224). View Mccutchen Group Llc’s 13F filings on SEC