Fiduciary Wealth Partners, LLC
Q3 2017 13F Holdings
- Locationboston, MA
- Num holdings
8
- Value ($000)
$74,951
- Date Filed11/13/2017
- Form type13F-HR
- CIK0001666504
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2017 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $29.67M | 40 % | 683,409 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $28.25M | 38 % | 122,408 | ||
VB VANGUARD SMALL-CAP INDEX FUND | ETF | 922908751 | $9.01M | 12 % | 63,755 | ||
VO VANGUARD MID-CAP INDEX FUND | ETF | 922908629 | $6.53M | 9 % | 44,409 | ||
VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | $528.00K | 1 % | 12,116 | ||
BND VANGUARD TOTAL BOND MARKET INDEX FUND | ETF | 921937835 | $379.00K | 1 % | 4,624 | ||
VTI VANGUARD TOTAL STK MKT | ETF | 922908769 | $335.00K | 0 % | 2,587 | ||
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | ETF | 921937819 | $257.00K | 0 % | 3,034 |
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