PARTNERS CAPITAL INVESTMENT GROUP, LLP
174 holdingsFiling period: 2026-03-31Current AUM: $2.89Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 821.8K | $536.8M | $616.6M | 21.37% | -45,799 | 2026-03-31 |
| 2 | VGSH | Vanguard Short-Term Treasury ETF | 2.92M | $170.8M | $169.5M | 5.87% | +17.2K | 2026-03-31 |
| 3 | IEMG | iShares Core MSCI Emerging Markets ETF | 2.19M | $152.6M | $169.7M | 5.88% | +73.1K | 2026-03-31 |
| 4 | HEFA | iShares Currency Hedged MSCI EAFE ETF | 3.58M | $152.1M | $166.3M | 5.76% | +136.9K | 2026-03-31 |
| 5 | VTV | Vanguard Value ETF | 640.5K | $125.7M | $140.9M | 4.88% | +31.1K | 2026-03-31 |
| 6 | STIP | iShares 0-5 Year TIPS Bond ETF | 983.8K | $101.8M | $99.7M | 3.46% | -306,270 | 2026-03-31 |
| 7 | VOO | Vanguard S&P 500 ETF | 163.1K | $97.5M | $112.0M | 3.88% | -19,865 | 2026-03-31 |
| 8 | IEFA | iShares Core MSCI EAFE ETF | 919.9K | $83.3M | $90.4M | 3.13% | +159.2K | 2026-03-31 |
| 9 | EMXC | iShares MSCI Emerging Markets ex China ETF | 1.02M | $80.4M | $94.2M | 3.26% | -133,165 | 2026-03-31 |
| 10 | ITOT | iShares Core S&P Total US Stock Market ETF | 484.5K | $69.0M | $79.3M | 2.75% | +18.2K | 2026-03-31 |
| 11 | VT | Vanguard Total World Stock ETF | 493.7K | $68.3M | $76.9M | 2.67% | -78,627 | 2026-03-31 |
| 12 | DBJP | Xtrackers MSCI Japan Hedged Equity ETF | 655.3K | $66.2M | $73.0M | 2.53% | -17,550 | 2026-03-31 |
| 13 | TIP | iShares TIPS Bond ETF | 569.2K | $62.8M | $61.3M | 2.12% | -153,037 | 2026-03-31 |
| 14 | SGOV | iShares 0-3 Month Treasury Bond ETF | 591.0K | $59.5M | $59.5M | 2.06% | +303.9K | 2026-03-31 |
| 15 | IEF | iShares 7-10 Year Treasury Bond ETF | 544.6K | $52.0M | $50.6M | 1.75% | +44.4K | 2026-03-31 |
| 16 | REET | iShares Global REIT ETF | 1.60M | $40.1M | $45.3M | 1.57% | +32.2K | 2026-03-31 |
| 17 | VGIT | Vanguard Intermediate-Term Treasury ETF | 652.5K | $38.9M | $38.1M | 1.32% | +105.5K | 2026-03-31 |
| 18 | SPY | SPDR S&P 500 ETF Trust | 57.2K | $37.2M | $42.7M | 1.48% | +164 | 2026-03-31 |
| 19 | SNPS | Synopsys Inc | 57.2K | $37.2M | $36.5M | 1.26% | +164 | 2026-03-31 |
| 20 | IAU | iShares Gold Trust | 406.4K | $35.8M | $31.0M | 1.07% | +30.0K | 2026-03-31 |
| 21 | ACWI | iShares MSCI ACWI ETF | 223.0K | $30.9M | $34.9M | 1.21% | -65,181 | 2026-03-31 |
| 22 | SUB | iShares Short-Term National Muni Bond ETF | 222.3K | $23.7M | $23.6M | 0.82% | +63.1K | 2026-03-31 |
| 23 | LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | 571.5K | $23.3M | $24.3M | 0.84% | +185.6K | 2026-03-31 |
| 24 | EMLC | VanEck J. P. Morgan EM Local Currency Bond ETF | 773.3K | $19.4M | $19.7M | 0.68% | -- | 2026-03-31 |
| 25 | HEWJ | iShares Currency Hedged MSCI Japan ETF | 343.8K | $19.3M | $21.4M | 0.74% | -17,786 | 2026-03-31 |
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