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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 (2016Q3)
Portfolio Summary: 15 holdings with a total value of $100,022,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR 414 90,000 0.09%
2 VANGUARD BD INDEX FDS 2,746 241,000 0.24%
3 VANGUARD INDEX FDS 2,643 294,000 0.29%
4 VANGUARD INTL EQUITY INDEX F 7,905 297,000 0.30%
5 VANGUARD SPECIALIZED FUNDS 3,900 327,000 0.33%
6 VANGUARD INDEX FDS 3,906 339,000 0.34%
7 ISHARES TR 4,489 558,000 0.56%
8 VANGUARD INTL EQUITY INDEX F 8,768 873,000 0.87%
9 VANGUARD BD INDEX FDS 22,998 1,935,000 1.93%
10 VANGUARD INTL EQUITY INDEX F 48,454 2,201,000 2.20%
11 VANGUARD INDEX FDS 51,601 6,679,000 6.68%
12 VANGUARD INDEX FDS 68,105 8,321,000 8.32%
13 VANGUARD WHITEHALL FDS 195,413 14,097,000 14.09%
14 VANGUARD TAX-MANAGED FDS 753,594 28,192,000 28.19%
15 VANGUARD INDEX FDS 179,063 35,578,000 35.57%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001376474-16-000874, filed 2016.10.25).

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.