MondegarAI
PARTNERS CAPITAL INVESTMENT GROUP, LLP

Q2 2024 · 13F-HR

PARTNERS CAPITAL INVESTMENT GROUP, LLPholdings as filed

Filed 2024-08-13 · accession 0001104659-24-089035

$5.92B
Reported value
186
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVViShares Core S&P 500 ETF$1.02B17.3%1,863,210CommonSOLE
46434G764EMXCiShares MSCI Emerging Markets ex China ETF$522.4M8.83%8,840,764CommonSOLE
922908363VOOVanguard S&P 500 ETF$320.7M5.42%638,695CommonSOLE
92206C102VGSHVanguard Short-Term Treasury ETF$262.7M4.44%4,531,170CommonSOLE
922908744VTVVanguard Value ETF$242.8M4.10%1,516,488CommonSOLE
G4954M409IRRRFiShares Core MSCI World UCITS ETF$241.0M4.07%30,035CommonSOLE
922042742VTVanguard Total World Stock ETF$219.6M3.71%1,948,359CommonSOLE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$180.3M3.05%3,373,131CommonSOLE
46436E718SGOViShares 0-3 Month Treasury Bond ETF$168.7M2.85%1,675,488CommonSOLE
78468R663BILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$152.4M2.57%1,660,913CommonSOLE
464287176TIPiShares TIPS Bond ETF$141.6M2.39%1,323,840CommonSOLE
46434V803HEFAiShares Currency Hedged MSCI EAFE ETF$127.7M2.16%3,591,970CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$126.5M2.14%232,017CommonSOLE
78467V608SRLNSPDR Blackstone Senior Loan ETF$112.6M1.90%2,693,954CommonSOLE
233051507DBJPXtrackers MSCI Japan Hedged Equity ETF$102.1M1.72%1,358,559CommonSOLE
464287150ITOTiShares Core S&P Total US Stock Market ETF$99.4M1.68%835,298CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bond ETF$97.7M1.65%1,039,792CommonSOLE
46429B747STIPiShares 0-5 Year TIPS Bond ETF$89.6M1.51%900,609CommonSOLE
922907803VWSUXVanguard Short-Term Tax-Exempt Fund$82.8M1.40%5,269,533CommonSOLE
78468R523BILSSPDR Bloomberg 3-12 Month T-Bill ETF$78.8M1.33%793,190CommonSOLE
46434V886HEWJiShares Currency Hedged MSCI Japan ETF$75.7M1.28%1,741,939CommonSOLE
46435U853USHYiShares Broad USD High Yield Corporate Bond ETF$63.5M1.07%1,747,565CommonSOLE
871607107SNPSSynopsys Inc$63.1M1.07%116,008CommonSOLE
46435G425ESGUiShares Trust iShares ESG Aware MSCI USA ETF$61.2M1.03%510,920CommonSOLE
W26049119ERIXFTelefonaktiebolaget LM Ericsson$57.4M0.97%877,994CommonSOLE
922031745VIPIXVanguard Inflation-Protected Securities Fund$54.1M0.91%5,709,396CommonSOLE
46434V647REETiShares Global REIT ETF$53.9M0.91%2,332,572CommonSOLE
46434G822EWJiShares MSCI Japan ETF$45.0M0.76%662,815CommonSOLE
922040100VINIXVanguard Institutional Index Fund$39.0M0.66%86,054CommonSOLE
464287457SHYiShares 1-3 Year Treasury Bond ETF$35.0M0.59%428,249CommonSOLE
97717W851DXJWisdomTree Japan Hedged Equity Fund$33.5M0.57%298,905CommonSOLE
78468R796SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF$32.9M0.56%736,154CommonSOLE
921910733ESGVVanguard ESG US Stock ETF$31.1M0.53%320,974CommonSOLE
464288257ACWIiShares MSCI ACWI ETF$29.1M0.49%258,412CommonSOLE
464288158SUBiShares Short-Term National Muni Bond ETF$29.0M0.49%277,067CommonSOLE
92206C664VTWOVanguard Russell 2000 ETF$25.3M0.43%309,726CommonSOLE
92206C706VGITVanguard Intermediate-Term Treasury ETF$25.3M0.43%434,593CommonSOLE
464286392URTHiShares MSCI World ETF$21.8M0.37%147,563CommonSOLE
922908553VNQVanguard Real Estate ETF$21.2M0.36%253,113CommonSOLE
922908710VFIAXVanguard 500 Index Fund$20.1M0.34%39,551CommonSOLE
04314H857APHKXArtisan International Value Fund$18.0M0.30%369,075CommonSOLE
19762B202XCEMColumbia EM Core ex-China ETF$17.4M0.29%546,304CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$17.0M0.29%234,469CommonSOLE
46435G516ESGDiShares Trust iShares ESG Aware MSCI EAFE ETF$15.9M0.27%201,757CommonSOLE
464287721IYWiShares U.S. Technology ETF$14.5M0.24%95,969CommonSOLE
921910725VSGXVanguard ESG International Stock ETF$14.0M0.24%244,661CommonSOLE
46429B671MCHIiShares MSCI China ETF$13.8M0.23%328,555CommonSOLE
48251W104KKRKKR & Co Inc$13.1M0.22%123,939CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$12.9M0.22%141,066CommonSOLE
02079K305GOOGLAlphabet Inc$12.8M0.22%69,630CommonSOLE
464286665EPPiShares MSCI Pacific ex Japan ETF$12.8M0.22%296,703CommonSOLE
893641100TDGTransdigm Group Inc$12.5M0.21%9,738CommonSOLE
G4954W266ISVVFiShares MSCI ACWI UCITS ETF$12.2M0.21%145,432CommonSOLE
46435G847HAWXiShares Currency Hedged MSCI ACWI EX US ETF$12.1M0.20%373,570CommonSOLE
464285105IAUUSDiShares Gold Trust$11.7M0.20%267,057CommonSOLE
922908678VVIAXVanguard Value Index Fund$11.7M0.20%187,807CommonSOLE
922907878VWIUXVanguard Intermediate-Term Tax-Exempt Fund$11.6M0.20%855,452CommonSOLE
46434V100SLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$11.5M0.19%233,618CommonSOLE
883556102TMOThermo Fisher Scientific Inc$11.3M0.19%20,488CommonSOLE
74254V273POSIXPrincipal Global Real Estate Securities Fund$11.0M0.19%1,228,920CommonSOLE
464287689IWViShares Russell 3000 ETF$10.9M0.18%35,208CommonSOLE
929160109VMCVulcan Materials Co$10.8M0.18%43,413CommonSOLE
46432F339QUALiShares Edge MSCI USA Quality Factor ETF$10.7M0.18%62,467CommonSOLE
N33462107Frank's International NV$10.7M0.18%71,488CommonSOLE
902973304USBUS Bancorp$10.6M0.18%267,371CommonSOLE
35137L105FOXAFox Corp$10.5M0.18%306,940CommonSOLE
12504L109CBRECBRE Group Inc$10.1M0.17%113,423CommonSOLE
46434G863ESGEiShares Inc iShares ESG Aware MSCI EM ETF$10.0M0.17%300,203CommonSOLE
650111107NYTNew York Times Co/The$9.8M0.17%193,045CommonSOLE
548661107LOWLowe's Cos Inc$9.7M0.16%44,220CommonSOLE
92826C839VVisa Inc$9.7M0.16%36,747CommonSOLE
79466L302CRMsalesforce.com Inc$9.2M0.16%36,087CommonSOLE
126408103CSXCSX Corp$9.0M0.15%271,146CommonSOLE
594918104MSFTMicrosoft Corp$9.0M0.15%20,080CommonSOLE
922031851VFIRXVanguard Short-Term Treasury Fund$8.8M0.15%899,492CommonSOLE
907818108UNPUnion Pacific Corp$8.8M0.15%39,053CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$8.6M0.14%17,847CommonSOLE
G4954G154ISTXFiShares USD Treasury Bond 1-3yr UCITS ETF$8.4M0.14%1,537,188CommonSOLE
G0403H108AONAon PLC$8.2M0.14%27,862CommonSOLE
922031760VWEAXVanguard High-Yield Corporate Fund$8.1M0.14%1,501,664CommonSOLE
513272104LWLamb Weston Holdings Inc$7.5M0.13%89,652CommonSOLE
110122108BMYBristol-Myers Squibb Co$7.5M0.13%180,682CommonSOLE
464287655IWMiShares Russell 2000 ETF$7.3M0.12%36,223CommonSOLE
233051853DBEUXtrackers MSCI Europe Hedged Equity ETF$7.2M0.12%172,582CommonSOLE
81762P102NOWServiceNow Inc$6.4M0.11%8,207CommonSOLE
30231G102XOMExxon Mobil Corp$6.2M0.10%54,007CommonSOLE
46432F388VLUEiShares MSCI USA Value Factor ETF$5.9M0.10%57,877CommonSOLE
H0010V101ABLZFABB Ltd$5.9M0.10%105,436CommonSOLE
78440X101SL Green Realty Corp$5.8M0.10%101,607CommonSOLE
65249B109NWSANews Corp$5.6M0.09%203,746CommonSOLE
11271J107BNBrookfield Corp$5.5M0.09%133,081CommonSOLE
46435G334EWUiShares MSCI United Kingdom ETF$5.4M0.09%155,629CommonSOLE
500767306KWEBKraneShares CSI China Internet ETF$5.4M0.09%199,829CommonSOLE
443573100HUBSHubSpot Inc$5.4M0.09%9,110CommonSOLE
929042109VNOVornado Realty Trust$5.4M0.09%203,558CommonSOLE
78463V107GLDSPDR Gold Shares$5.3M0.09%24,620CommonSOLE
922908769VTIVanguard Total Stock Market ETF$5.3M0.09%19,568CommonSOLE
922031737VAIPXVanguard Inflation-Protected Securities Fund$5.2M0.09%224,765CommonSOLE
F31665106ESLOFEssilorLuxottica SA$5.1M0.09%24,910CommonSOLE
464287408IVEiShares S&P 500 Value ETF$4.9M0.08%27,030CommonSOLE
H5820Q150NVSEFNovartis AG$4.9M0.08%45,436CommonSOLE
359694106FULHB Fuller Co$4.5M0.08%58,712CommonSOLE
464288562REZiShares Residential and Multisector Real Estate ETF$4.4M0.08%57,980CommonSOLE
04016X101ARGXArgenx SE$4.3M0.07%9,826CommonSOLE
F58149133LRLCFL'Oreal SA$4.3M0.07%10,150CommonSOLE
233051200DBEFXtrackers MSCI EAFE Hedged Equity ETF$4.2M0.07%101,662CommonSOLE
277907200EIBIXEaton Vance Income Fund of Boston$4.1M0.07%805,894CommonSOLE
464288661IEIiShares 3-7 Year Treasury Bond ETF$4.1M0.07%35,615CommonSOLE
G42089113DGEAFDiageo PLC$3.9M0.07%123,307CommonSOLE
46429B598INDAiShares MSCI India ETF$3.7M0.06%65,562CommonSOLE
37950E648ASEAGlobal X FTSE Southeast Asia ETF$3.6M0.06%249,968CommonSOLE
0075W0759EGFIXEdgewood Growth Fund$3.5M0.06%69,214CommonSOLE
922042858VWOVanguard FTSE Emerging Markets ETF$3.3M0.06%76,470CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$3.1M0.05%58,180CommonSOLE
037833100AAPLApple Inc$3.1M0.05%14,487CommonSOLE
464288513HYGiShares iBoxx High Yield Corporate Bond ETF$3.0M0.05%38,852CommonSOLE
007903107AMDAdvanced Micro Devices Inc$3.0M0.05%18,275CommonSOLE
91307C102UTHRUnited Therapeutics Corp$2.8M0.05%8,899CommonSOLE
46429B697USMViShares Edge MSCI Min Vol USA ETF$2.8M0.05%33,123CommonSOLE
F12033134GPDNFDanone SA$2.7M0.05%65,053CommonSOLE
921943858VEAVanguard FTSE Developed Markets ETF$2.5M0.04%51,633CommonSOLE
922042866VPLVanguard FTSE Pacific ETF$2.5M0.04%34,297CommonSOLE
127387108CDNSCadence Design Systems Inc$2.5M0.04%8,193CommonSOLE
92203C303VUSBVanguard Ultra Short Bond ETF$2.5M0.04%50,485CommonSOLE
30212P303EXPEExpedia Group Inc$2.5M0.04%19,762CommonSOLE
45337C102INCYIncyte Corp$2.4M0.04%38,829CommonSOLE
83304A106SNAPSnap Inc$2.2M0.04%130,740CommonSOLE
922020805VTIPVanguard Short-Term Inflation-Protected Securities ETF$2.2M0.04%44,618CommonSOLE
50107A104KRON1USDKronos Bio Inc$2.0M0.03%1,665,797CommonSOLE
00404A109ACHCAcadia Healthcare Co Inc$1.9M0.03%28,779CommonSOLE
532457108LLYEli Lilly and Co$1.8M0.03%2,010CommonSOLE
07725L102ONCBeiGene Ltd$1.8M0.03%12,379CommonSOLE
30303M102METAMeta Platforms Inc$1.6M0.03%3,135CommonSOLE
09257W100BXMTBlackstone Mortgage Trust Inc$1.3M0.02%76,062CommonSOLE
69374H766INDSPacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf$1.3M0.02%34,274CommonSOLE
78464A870XBISPDR S&P Biotech ETF$1.3M0.02%13,868CommonSOLE
69374H741SRVRPacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf$1.2M0.02%45,429CommonSOLE
464287234EEMiShares MSCI Emerging Markets ETF$1.2M0.02%27,543CommonSOLE
G4955N182IXSRFiShares MSCI EM EX-China UCITS ETF$1.2M0.02%275,248CommonSOLE
922908801VITSXVanguard Total Stock Market Index Fund$1.1M0.02%8,731CommonSOLE
922042676VNQIVanguard Global ex-U.S. Real Estate ETF$1.1M0.02%28,193CommonSOLE
443201108HWMHowmet Aerospace Inc$1.1M0.02%14,400CommonSOLE
019770106ALLOAllogene Therapeutics Inc$1.1M0.02%454,845CommonSOLE
922907209VWITXVanguard Intermediate-Term Tax-Exempt Fund$1.0M0.02%76,743CommonSOLE
46266C105IQVIQVIA Holdings Inc$1.0M0.02%4,748CommonSOLE
258620103DBLTXDoubleLine Total Return Bond Fund$998,1100.02%114,462CommonSOLE
G6683N103NUNU Holdings Ltd/Cayman Islands$987,8640.02%76,638CommonSOLE
74348A467NOBLProShares S&P 500 Dividend Aristocrats ETF$874,0480.01%9,086CommonSOLE
03768E105APONApollo Global Management Inc$872,6550.01%7,391CommonSOLE
69002R103TEADOutbrain Inc$868,5470.01%174,407CommonSOLE
464288877EFViShares MSCI EAFE Value ETF$669,3010.01%12,647CommonSOLE
921908844VIGVanguard Dividend Appreciation ETF$648,2740.01%3,551CommonSOLE
78470E205EEMXSPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF$642,2190.01%19,846CommonSOLE
464288679SHViShares Short Treasury Bond ETF$595,7500.01%5,393CommonSOLE
46138G599IBBQInvesco Nasdaq Biotechnology ETF$588,6070.01%25,833CommonSOLE
G8060N102STSensata Technologies Holding PLC$559,8750.01%15,000CommonSOLE
921937603VBTLXVanguard Total Bond Market Index Fund$558,3920.01%58,655CommonSOLE
464288224ICLNiShares Global Clean Energy ETF$545,4570.01%39,612CommonSOLE
64110L106NFLXNetflix Inc$521,6820.01%773CommonSOLE
78470E106EFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$500,6590.01%12,275CommonSOLE
09260D107BXBlackstone Inc$499,6930.01%4,036CommonSOLE
23292E108DIDIYDiDi Global Inc$495,0030.01%119,566CommonSOLE
922907746VTEBVanguard Tax-Exempt Bond Index ETF$455,7380.01%9,095CommonSOLE
353469109FCFranklin Covey Co$453,1120.01%11,924CommonSOLE
770700102HOODRobinhood Markets Inc$445,2520.01%19,606CommonSOLE
922042874VGKVanguard FTSE Europe ETF$436,7960.01%6,533CommonSOLE
46435U473HYBBiShares BB Rated Corporate Bond ETF$419,1020.01%9,102CommonSOLE
G4954M110ISHOFiShares S&P Small Cap 600 UCITS ETF$416,2640.01%4,880CommonSOLE
833445109SNOWSnowflake Inc$375,2800.01%2,778CommonSOLE
526057104LENLennar Corp$359,6120.01%2,399CommonSOLE
19260Q107COINCoinbase Global Inc$357,3460.01%1,608CommonSOLE
M96088105URGNUroGen Pharma Ltd$258,1440.00%15,384CommonSOLE
88160R101TSLATesla Inc$245,7670.00%1,242CommonSOLE
91704F104UEUrban Edge Properties$242,8250.00%13,147CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$232,7710.00%2,254CommonSOLE
G7945M107STXNSeagate Technology PLC$232,7710.00%2,254CommonSOLE
90353T100UBERUber Technologies Inc$222,6190.00%3,063CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$216,8240.00%533CommonSOLE
02079K107GOOGAlphabet Inc$210,9740.00%1,150CommonSOLE
40171V100GWREGuidewire Software Inc$210,8340.00%1,529CommonSOLE
683712103OPENOpendoor Technologies Inc$171,3920.00%92,322CommonSOLE
23126M102CURLFCuraleaf Holdings Inc$149,0840.00%38,723CommonSOLE
92338D101Verano Holdings Corp$71,9160.00%20,000CommonSOLE
37611X100DNA4EURGinkgo Bioworks Holdings Inc$42,3450.00%126,667CommonSOLE
05475P109AYRWFAyr Wellness Inc$40,6000.00%20,000CommonSOLE
92189F403VanEck Vectors Russia ETF$026,647CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.