Q3 2017 · 13F-HR
Fiduciary Wealth Partners, LLCholdings as filed
Filed 2017-11-13 · accession 0001376474-17-000304
$74,951
Reported value
8
Positions
2017-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 921943858 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $29,667 | 39.6% | 683,409 | Common | NONE |
| 922908363 | VOO | VANGUARD S&P 500 ETF | $28,247 | 37.7% | 122,408 | Common | NONE |
| 922908751 | VB | VANGUARD SMALL-CAP INDEX FUND | $9,010 | 12.0% | 63,755 | Common | NONE |
| 922908629 | VO | VANGUARD MID-CAP INDEX FUND | $6,528 | 8.71% | 44,409 | Common | NONE |
| 922042858 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $528 | 0.70% | 12,116 | Common | NONE |
| 921937835 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $379 | 0.51% | 4,624 | Common | NONE |
| 922908769 | VTI | VANGUARD TOTAL STK MKT | $335 | 0.45% | 2,587 | Common | NONE |
| 921937819 | BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | $257 | 0.34% | 3,034 | 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.