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Institutional Investment Manager
FIDUCIARY WEALTH PARTNERS, LLC
FIDUCIARY WEALTH PARTNERS, LLC (CIK: 0001666504). Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 13 holdings with a total value of $114,455,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS S&P 500 ETF 299,662 52,259,000 45.66%
2 VANGUARD FTSE DEVELOPED MKT 963,723 30,768,000 26.88%
3 VANGUARD INDEX FDS MID CAP ETF 135,752 13,401,000 11.71%
4 VANGUARD SMALL-CAP ETF 100,165 9,817,000 8.58%
5 VANGUARD HIGH DIVIDEND YIELD ETF 36,203 2,417,000 2.11%
6 VANGUARD INTL EQUITY INDEX F 47,333 2,055,000 1.80%
7 VANGUARD BD INDEX FD INC 23,975 1,936,000 1.69%
8 VANGUARD FTSE ALL WORLD SC ETF 5,645 524,000 0.46%
9 VANGUARD DIVIDEND 5,533 430,000 0.38%
10 VANGUARD INDEX FDS TOTAL STK M 12,384 309,000 0.27%
11 VANGUARD BD INDEX FD INC 2,702 224,000 0.20%
12 VANGUARD FTSE EMERGING MKT ETF 154,646 187,000 0.16%
13 VANGUARD INDEX FDS 2,588 128,000 0.11%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001376474-16-000564, filed 2016.02.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.