Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McCutchen Group LLC (CIK 1544224) reported $464.3M across 22 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: VTI ($83.5M, 17.99%), VEA ($59.6M, 12.85%), VEU ($58.6M, 12.63%), VNQ ($56.8M, 12.24%), USRT ($35.4M, 7.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $83.5M | 17.99% | 465,461 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $59.6M | 12.85% | 1.6M | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $58.6M | 12.63% | 1.3M | Added |
| 4 | VNQ | VANGUARD INDEX FDS | $56.8M | 12.24% | 708,712 | Added |
| 5 | USRT | ISHARES TR | $35.4M | 7.62% | 744,472 | Trimmed |
| 6 | IWV | ISHARES TR | $33.1M | 7.13% | 159,847 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $26.4M | 5.69% | 723,939 | Added |
| 8 | IYR | ISHARES TR | $22.1M | 4.76% | 271,661 | Added |
| 9 | IEMG | ISHARES INC | $20.9M | 4.50% | 486,351 | Trimmed |
| 10 | IEFA | ISHARES TR | $14.0M | 3.01% | 265,675 | Trimmed |
| 11 | IXUS | ISHARES TR | $12.2M | 2.62% | 238,766 | Added |
| 12 | BSV | VANGUARD BD INDEX FDS | $11.2M | 2.42% | 150,038 | Added |
| 13 | BND | VANGUARD BD INDEX FDS | $10.0M | 2.16% | 140,434 | Added |
| 14 | EFA | ISHARES TR | $7.2M | 1.56% | 129,249 | Hold |
| 15 | EEM | ISHARES TR | $4.3M | 0.92% | 122,760 | Hold |
| 16 | IWB | ISHARES TR | $3.2M | 0.69% | 16,328 | Hold |
| 17 | ICF | ISHARES TR | $1.4M | 0.30% | 26,071 | Hold |
| 18 | IVV | ISHARES TR | $1.3M | 0.29% | 3,732 | Hold |
| 19 | SPY | SPDR S&P 500 ETF TR | $952,000 | 0.21% | 2,665 | Hold |
| 20 | VV | VANGUARD INDEX FDS | $877,000 | 0.19% | 5,365 | Added |
| 21 | GLD | SPDR GOLD TR | $799,000 | 0.17% | 5,167 | Trimmed |
| 22 | IWM | ISHARES TR | $259,000 | 0.06% | 1,569 | Hold |
| 23 | SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-09-30