Q2 2017 · 13F-HR
Fiduciary Wealth Partners, LLCholdings as filed
Filed 2017-08-08 · accession 0001376474-17-000210
$81,723
Reported value
11
Positions
2017-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD S&P 500 ETF | $33,337 | 40.8% | 150,125 | Common | NONE |
| 921943858 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $28,474 | 34.8% | 689,120 | Common | NONE |
| 922908751 | VB | VANGUARD SMALL-CAP INDEX FUND | $8,626 | 10.6% | 63,645 | Common | NONE |
| 922908629 | VO | VANGUARD MID-CAP INDEX FUND | $6,329 | 7.74% | 44,409 | Common | NONE |
| 922042775 | VEU | VANGUARD FTSE ALL-WORLD EX US INDEX FUND | $2,424 | 2.97% | 48,454 | Common | NONE |
| 922042718 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | $948 | 1.16% | 8,768 | Common | NONE |
| 922042858 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $495 | 0.61% | 12,114 | Common | NONE |
| 921937835 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $377 | 0.46% | 4,612 | Common | NONE |
| 922908769 | VTI | VANGUARD TOTAL STK MKT | $321 | 0.39% | 2,578 | Common | NONE |
| 921937819 | BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | $255 | 0.31% | 3,015 | Common | NONE |
| 921908844 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | $137 | 0.17% | 1,476 | 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.