McCutchen Group LLC 13F Holdings · last filed Q3 2022

Name: McCutchen Group 13F Holdings (last filed Q3 2022): 22 Securities, $464M
Creator: ko.io

McCutchen Group LLC reported 22 securities worth $464.26M in its SEC 13F filing for Q3 2022 (period ended 2022-09-30). Top holdings: VTI (17.99%), VEA (12.85%), VEU (12.63%). Among its top 25 positions this quarter: 11 added, 4 trimmed, 1 exited.

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

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR