McCutchen Group LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2022, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 95.0%; sector active share 72.0% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
22 tracked positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022Portfolio Trend
Sector Breakdown
As of Sep 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $443,358,151 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +137,520 | 723,939 | $26,416,534 | |
| VEU | Vanguard International Equity Index Funds | +112,420 | 1,321,308 | $58,613,222 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +71,904 | 708,712 | $56,817,441 | |
| IWV | iShares Russell 3000 ETF | +13,302 | 159,847 | $33,094,722 | |
| VEA | Vanguard FTSE Developed Markets ETF | +4,950 | 1,640,180 | $59,636,944 | |
| IYR | iShares U.S. Real Estate ETF | +1,280 | 271,661 | $22,118,638 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +1,186 | 465,461 | $83,536,285 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +753 | 150,038 | $11,225,843 | |
| IXUS | iShares Core MSCI Total International Stock ETF | +555 | 238,766 | $12,157,964 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +54 | 140,434 | $10,017,157 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | +23 | 5,365 | $877,499 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | 4,634 | $206,954 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 465,461 | $83,536,285 | 18.84% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 1,640,180 | $59,636,944 | 13.45% | |
| VEU |
Vanguard International Equity Index Funds
|
Added | 1,321,308 | $58,613,222 | 13.22% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 708,712 | $56,817,441 | 12.82% | |
| USRT |
iShares Core U.S. REIT ETF
|
Reduced | 744,472 | $35,362,420 | 7.98% | |
| IWV |
iShares Russell 3000 ETF
|
Added | 159,847 | $33,094,722 | 7.46% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 723,939 | $26,416,534 | 5.96% | |
| IYR |
iShares U.S. Real Estate ETF
|
Added | 271,661 | $22,118,638 | 4.99% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 265,675 | $13,993,102 | 3.16% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
Added | 238,766 | $12,157,964 | 2.74% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 150,038 | $11,225,843 | 2.53% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 140,434 | $10,017,157 | 2.26% | |
| EFA |
iShares MSCI EAFE ETF
|
Held | 129,249 | $7,239,236 | 1.63% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Held | 122,760 | $4,281,868 | 0.97% | |
| IWB |
iShares Russell 1000 ETF
|
Held | 16,328 | $3,222,004 | 0.73% | |
| ICF |
iShares Select U.S. REIT ETF
|
Held | 26,071 | $1,398,969 | 0.32% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 3,732 | $1,338,481 | 0.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,665 | $951,884 | 0.21% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Added | 5,365 | $877,499 | 0.20% | |
| GLD |
Spdr Gold Trust
|
Reduced | 5,167 | $799,179 | 0.18% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 1,569 | $258,759 | 0.06% | |
| IEMG |
iShares Trust
|
Reduced | 486,351 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.