13F Filings for Fiduciary Wealth Partners, LLC (CIK: 1666504)
View the most recent portfolio holdings disclosed by Fiduciary Wealth Partners, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VOO - VANGUARD SP 500 ETF(Class: ETF) | 53.86K | $30.59M | 28.82% | Decreased | 20.52K (27.0%, $7.63M) |
| VO - VANGUARD MID CAP ETF(Class: ETF) | 35.63K | $9.97M | 9.39% | Increased | 11.16K (45.0%, $3.64M) |
| BIV - VANGUARD INTERMEDIATE-TERM BOND(Class: ETF) | 128.64K | $9.95M | 9.37% | New | 128.64K ($9.95M) |
| VEA - VANGUARD FTSE DEVELOPED MARKETS ETF(Class: ETF) | 172.22K | $9.82M | 9.25% | Decreased | 356.92K (67.0%, $17.08M) |
| VB - VANGUARD SMALL CAP ETF(Class: ETF) | 21.57K | $5.11M | 4.81% | Decreased | 32.61K (60.0%, $6.90M) |
| IWD - ISHARES RUSSELL 1000 VALUE ETF(Class: ETF) | 25.55K | $4.96M | 4.67% | New | 25.55K ($4.96M) |
| IWF - ISHARES RUSSELL 1000 GROWTH ETF(Class: ETF) | 9.59K | $4.07M | 3.83% | New | 9.59K ($4.07M) |
| VTEB - VANGUARD TAX-EXEMPT BOND ETF(Class: ETF) | 58.30K | $2.86M | 2.69% | New | 58.30K ($2.86M) |
| AAPL - APPLE INC(Class: Stock) | 11K | $2.26M | 2.13% | Decreased | 5.06K (31.0%, $1.31M) |
| MSFT - MICROSOFT(Class: Stock) | 3.74K | $1.86M | 1.75% | Decreased | 2.67K (41.0%, $546.75K) |
| IWB - ISHARES RUSSELL 1000 ETF(Class: ETF) | 5.01K | $1.70M | 1.60% | Increased | 4.86K (3283.0%, $1.65M) |
| NVDA - NVIDIA CORP(Class: Stock) | 9.92K | $1.57M | 1.48% | Increased | 3.55K (55.0%, $877.06K) |
| HD - HOME DEPOT(Class: Stock) | 4.27K | $1.57M | 1.47% | Increased | 3.94K (1190.0%, $1.44M) |
| N/A - VANGUARD ESG U.S. STOCK ETF(Class: ETF) | 13.22K | $1.45M | 1.37% | New | 13.22K ($1.45M) |
| IWV - ISHARES RUSSELL 3000 ETF(Class: ETF) | 3.77K | $1.33M | 1.25% | Decreased | 1.69K (30.0%, $409.29K) |
| N/A - VANGUARD ESG INTERNATIONAL STOCK ETF(Class: ETF) | 16.82K | $1.10M | 1.04% | New | 16.82K ($1.10M) |
| RVTY - REVVITY INC COM(Class: Stock) | 9.28K | $897.08K | 0.84% | New | 9.28K ($897.08K) |
| VWO - VANGUARD FTSE EMERGING MARKETS ETF(Class: ETF) | 17.17K | $849.06K | 0.80% | Decreased | 13.25K (43.0%, $527.58K) |
| SPY - SPDR SP 500 ETF TRUST(Class: ETF) | 1.25K | $775.40K | 0.73% | Decreased | 5.21K (80.0%, $2.84M) |
| IBM - INTL BUSINESS MACHINES(Class: Stock) | 2.45K | $722.22K | 0.68% | Increased | 2.43K (14311.0%, $717.99K) |
| GOOGL - GOOGLE INC(Class: Stock) | 4.06K | $715.18K | 0.67% | Increased | 730 (21.0%, $200.50K) |
| INTU - INTUIT INC(Class: Stock) | 822 | $647.46K | 0.61% | Increased | 812 (8120.0%, $641.32K) |
| AMZN - AMAZON.COM INC(Class: Stock) | 2.87K | $629.65K | 0.59% | Decreased | 5.22K (64.0%, $909.93K) |
| META - META PLATFORMS INC CL A(Class: Stock) | 771 | $568.87K | 0.54% | Increased | 251 (48.0%, $269.17K) |
| EFA - ISHARES MSCI EAFE ETF(Class: ETF) | 5.85K | $522.84K | 0.49% | Increased | 5.41K (1244.0%, $487.26K) |