Q1 2017 · 13F-HR
Fiduciary Wealth Partners, LLCholdings as filed
Filed 2017-05-11 · accession 0001376474-17-000150
$98,626
Reported value
14
Positions
2017-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD S&P 500 ETF | $37,705 | 38.2% | 174,279 | Common | NONE |
| 921943858 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $29,259 | 29.7% | 744,516 | Common | NONE |
| 921946406 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | $11,011 | 11.2% | 141,809 | Common | NONE |
| 922908751 | VB | VANGUARD SMALL-CAP INDEX FUND | $8,871 | 8.99% | 66,558 | Common | NONE |
| 922908629 | VO | VANGUARD MID-CAP INDEX FUND | $6,559 | 6.65% | 47,107 | Common | NONE |
| 922042775 | VEU | VANGUARD FTSE ALL-WORLD EX US INDEX FUND | $2,318 | 2.35% | 48,454 | Common | NONE |
| 922042718 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | $900 | 0.91% | 8,768 | Common | NONE |
| 921937835 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $373 | 0.38% | 4,601 | Common | NONE |
| 464287655 | IWM | ISHARES RUSSELL 2000 ETF | $349 | 0.35% | 2,536 | Common | NONE |
| 922908769 | VTI | VANGUARD TOTAL STK MKT | $312 | 0.32% | 2,572 | Common | NONE |
| 922042858 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $264 | 0.27% | 6,639 | Common | NONE |
| 921908844 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | $255 | 0.26% | 2,839 | Common | NONE |
| 921937819 | BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | $233 | 0.24% | 2,789 | Common | NONE |
| 922908553 | VNQ | VANGUARD REIT INDEX ETF | $217 | 0.22% | 2,622 | Common | NONE |
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.