Instuitional Investor - Fiduciary Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Wealth Partners, Llc |
| Portfolio Value | $74,951,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Ftse Developed Markets Etf | 683,409 | $29,667,000 | 39.58% | |
| 2. | Vanguard S&P 500 Etf | 122,408 | $28,247,000 | 37.68% | |
| 3. | Vanguard Small-Cap Index Fund | 63,755 | $9,010,000 | 12.02% | |
| 4. | Vanguard Mid-Cap Index Fund | 44,409 | $6,528,000 | 8.7% | |
| 5. | VWO | 12,116 | $528,000 | 0.7% |
