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PARTNERS CAPITAL INVESTMENT GROUP, LLP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD INDEX FUNDS VTVCommon3,360,7701,260,033477,565,460,000187,432,609,00010.22  Hist 06/30/2023
iSHARES TRUST IVVCommon1,037,809567,283462,561,753,000269,137,796,0009.90  Hist 06/30/2023
iShares, Inc. EMXCCommon8,801,7625,334,190457,515,614,000286,460,277,0009.79  Hist 06/30/2023
VANGUARD INSTITUTIONAL INDEX FUNDS VINIXCommon588,472588,472218,582,221,000218,582,221,0004.68  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VGSHCommon3,326,929813,934192,063,623,00044,952,876,0004.11  Hist 06/30/2023
iSHARES TRUST HEFACommon5,593,8411,817,110173,409,062,00062,108,813,0003.71  Hist 06/30/2023
SSGA Active Trust SRLNCommon3,795,6701,942,999158,924,717,00082,112,978,0003.40  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK348,476193,179141,927,403,00083,524,882,0003.04  Hist 06/30/2023
iShares, Inc. IEMGCommon2,690,5201,384,023132,615,718,00068,871,723,0002.84  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VTCommon1,131,190610,838109,702,779,00061,783,577,0002.35  Hist 06/30/2023
iSHARES TRUST IEFOPTION1,012,545369,26497,811,833,00034,049,774,0002.09  Hist 06/30/2023
iSHARES TRUST STIPCommon941,946296,72691,933,944,00027,908,738,0001.97  Hist 06/30/2023
iSHARES TRUST TIPCommon757,500483,27681,522,168,00051,289,023,0001.74  Hist 06/30/2023
VANGUARD MUNICIPAL BOND FUNDS VWSUXCommon4,911,8994,911,89976,674,750,00076,674,750,0001.64  Hist 06/30/2023
iSHARES TRUST SUBCommon718,629280,91674,766,139,00028,946,369,0001.60  Hist 06/30/2023
iSHARES TRUST SHY1-3 YR TRS BD901,755341,93173,114,329,00027,119,185,0001.56  Hist 06/30/2023
iSHARES TRUST USHYCommon1,978,301579,21769,834,029,00020,096,602,0001.49  Hist 06/30/2023
iSHARES TRUST REETCommon2,405,204689,19755,247,539,00015,899,501,0001.18  Hist 06/30/2023
iSHARES TRUST UAECommon534,361534,36153,772,747,00053,772,747,0001.15  Hist 06/30/2023
DBX ETF TRUST DBJPExchange Traded Fund874,645254,92651,459,754,00018,486,728,0001.10  Hist 06/30/2023
iSHARES TRUST ESGUCommon456,57835,27544,498,092,0006,391,236,0000.95  Hist 06/30/2023
iSHARES TRUST ISICommon412,685179,59440,377,108,00019,270,678,0000.86  Hist 06/30/2023
iSHARES TRUST HYGCommon487,557318,96636,600,898,00023,863,853,0000.78  Hist 06/30/2023
VANGUARD WORLD FUND VWILXFD319,709319,70932,802,109,00032,802,109,0000.70  Hist 06/30/2023
iSHARES TRUST HEWJCommon946,846390,52831,861,380,00015,794,913,0000.68  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon143,606-32,00131,633,524,000-4,207,850,0000.68  Hist 06/30/2023
DODGE & COX FUNDS DODFXCommon661,979661,97931,596,269,00031,596,269,0000.68  Hist 06/30/2023
SPDR SERIES TRUST BILCommon325,172237,00429,857,261,00021,761,659,0000.64  Hist 06/30/2023
iSHARES TRUST IWRETF380,748027,806,026,0001,184,126,0000.60  Hist 06/30/2023
WISDOMTREE TR JAPN HEDGE EQT DXJSTOCK331,772183,93527,620,052,00017,165,037,0000.59  Hist 06/30/2023
BAIRD FUNDS INC BAGIXFD2,728,4042,728,40426,410,953,00026,410,953,0000.57  Hist 06/30/2023
iShares, Inc. URTHCommon206,03372,00525,655,285,0009,884,187,0000.55  Hist 06/30/2023
iSHARES TRUST ACWICommon Stock257,763170,56324,729,810,00016,780,624,0000.53  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon43,39027,30619,233,769,00012,649,041,0000.41  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VGITCommon325,358151,38019,085,481,0008,653,737,0000.41  Hist 06/30/2023
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