MCCUTCHEN GROUP LLC

PrivateCIK: 1544224
Location

SEATTLE, WA

22
Positions
$464.3K
Total AUM (reported)
7.63M
Total Shares

Allocation by class

TOTAL AUM$464.3K22 positions
TOTAL STK MKT$83.5K18.0%
VAN FTSE DEV MKT$59.6K12.8%
ALLWRLD EX US$58.6K12.6%
REAL ESTATE ETF$56.8K12.2%
CRE U S REIT ETF$35.4K7.6%
RUSSELL 3000 ETF$33.1K7.1%
FTSE EMR MKT ETF$26.4K5.7%

Portfolio Concentration

Top 343.5%4–1045.0%11–2511.6%TOP 1088.4%0%100%
Top 3$201.8K43.5%
4–10$208.7K45.0%
11–25$53.8K11.6%

Top 3 weight

43.5%

Top 10 weight

88.4%

Voting Authority Distribution

Total shares with voting rights: 7.63M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

7.63M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole22
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings22
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares465.46K
TypeSH
Market value$83.5K
17.99%
Sole
0.00
Shared
0.00
None
465.46K

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares1.64M
TypeSH
Market value$59.6K
12.85%
Sole
0.00
Shared
0.00
None
1.64M

VANGUARD INTL EQUITY INDEX F

SOLE
ALLWRLD EX US
Shares1.32M
TypeSH
Market value$58.6K
12.63%
Sole
0.00
Shared
0.00
None
1.32M

VANGUARD INDEX FDS

SOLE
REAL ESTATE ETF
Shares708.71K
TypeSH
Market value$56.8K
12.24%
Sole
0.00
Shared
0.00
None
708.71K

ISHARES TR

SOLE
CRE U S REIT ETF
Shares744.47K
TypeSH
Market value$35.4K
7.62%
Sole
0.00
Shared
0.00
None
744.47K

ISHARES TR

SOLE
RUSSELL 3000 ETF
Shares159.85K
TypeSH
Market value$33.1K
7.13%
Sole
0.00
Shared
0.00
None
159.85K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares723.94K
TypeSH
Market value$26.4K
5.69%
Sole
0.00
Shared
0.00
None
723.94K

ISHARES TR

SOLE
U.S. REAL ES ETF
Shares271.66K
TypeSH
Market value$22.1K
4.76%
Sole
0.00
Shared
0.00
None
271.66K

ISHARES INC

SOLE
CORE MSCI EMKT
Shares486.35K
TypeSH
Market value$20.9K
4.50%
Sole
0.00
Shared
0.00
None
486.35K

ISHARES TR

SOLE
CORE MSCI EAFE
Shares265.68K
TypeSH
Market value$14.0K
3.01%
Sole
0.00
Shared
0.00
None
265.68K

ISHARES TR

SOLE
CORE MSCI TOTAL
Shares238.77K
TypeSH
Market value$12.2K
2.62%
Sole
0.00
Shared
0.00
None
238.77K

VANGUARD BD INDEX FDS

SOLE
SHORT TRM BOND
Shares150.04K
TypeSH
Market value$11.2K
2.42%
Sole
0.00
Shared
0.00
None
150.04K

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares140.43K
TypeSH
Market value$10.0K
2.16%
Sole
0.00
Shared
0.00
None
140.43K

ISHARES TR

SOLE
MSCI EAFE ETF
Shares129.25K
TypeSH
Market value$7.2K
1.56%
Sole
0.00
Shared
0.00
None
129.25K

ISHARES TR

SOLE
MSCI EMG MKT ETF
Shares122.76K
TypeSH
Market value$4.3K
0.92%
Sole
0.00
Shared
0.00
None
122.76K

ISHARES TR

SOLE
RUS 1000 ETF
Shares16.33K
TypeSH
Market value$3.2K
0.69%
Sole
0.00
Shared
0.00
None
16.33K

ISHARES TR

SOLE
COHEN STEER REIT
Shares26.07K
TypeSH
Market value$1.4K
0.30%
Sole
0.00
Shared
0.00
None
26.07K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares3.73K
TypeSH
Market value$1.3K
0.29%
Sole
0.00
Shared
0.00
None
3.73K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares2.67K
TypeSH
Market value$952.00
0.21%
Sole
0.00
Shared
0.00
None
2.67K

VANGUARD INDEX FDS

SOLE
LARGE CAP ETF
Shares5.37K
TypeSH
Market value$877.00
0.19%
Sole
0.00
Shared
0.00
None
5.37K

SPDR GOLD TR

SOLE
GOLD SHS
Shares5.17K
TypeSH
Market value$799.00
0.17%
Sole
0.00
Shared
0.00
None
5.17K

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares1.57K
TypeSH
Market value$259.00
0.06%
Sole
0.00
Shared
0.00
None
1.57K