account_balance

Investment manager · 13F filer · SEC CIK 1694870

Partners Capital Investment Group, LLP

Reported value$2.83Bas of Jun 30, 2026

Positions186 26 new, 14 sold out

Top 10 weight60.5%IVV alone is 19%

FiledAug 1344 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Core S&P 500 ETF

19.4%Trimmed −11%

IEMGiShares Core MSCI Emerging Markets ETF

6.2%Trimmed −3%

VGSHVanguard Short-Term Treasury ETF

5.7%Trimmed −4%

HEFAiShares Currency Hedged MSCI EAFE ETF

5.7%Trimmed −4%

VTVVanguard Value ETF

5.4%Added +9%

VOOVanguard S&P 500 ETF

4.0%Added +2%

EMXCiShares MSCI Emerging Markets ex China ETF

3.8%Added +2%

STIPiShares 0-5 Year TIPS Bond ETF

3.7%Added +3%

VTVanguard Total World Stock ETF

3.4%+23%

IEFAiShares Core MSCI EAFE ETF

3.3%+5%

DBJPXtrackers MSCI Japan Hedged Equity ETF

2.5%−5%

ITOTiShares Core S&P Total US Stock Market ETF

2.4%−13%

IVViShares Core S&P 500 ETF

19.4%Trimmed −11%

IEMG6.2%

VGSHVanguard Short-Term Treasury ETF

5.7%

HEFAiShares Currency Hedged MSCI EAFE ETF

5.7%

VTVVanguard Value ETF

5.4%+9%

VOOVanguard S&P 500 ETF

4.0%

EMXCiShares MSCI Emerging Markets ex China ETF

3.8%

STIPiShares 0-5 Year TIPS Bond ETF

3.7%

VT3.4%

IEFA3.3%

DBJP2.5%

ITOT2.4%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Core S&P 500 ETF 19.4% Trimmed −11%

IEMG iShares Core MSCI Emerging Markets ETF 6.2% Trimmed −3%

VGSH Vanguard Short-Term Treasury ETF 5.7% Trimmed −4%

HEFA iShares Currency Hedged MSCI EAFE ETF 5.7% Trimmed −4%

VTV Vanguard Value ETF 5.4% Added +9%

VOO Vanguard S&P 500 ETF 4.0% Added +2%

EMXC iShares MSCI Emerging Markets ex China ETF 3.8% Added +2%

STIP iShares 0-5 Year TIPS Bond ETF 3.7% Added +3%

VT Vanguard Total World Stock ETF 3.4% Added +23%

IEFA iShares Core MSCI EAFE ETF 3.3% Added +5%

DBJP Xtrackers MSCI Japan Hedged Equity ETF 2.5% Trimmed −5%

ITOT iShares Core S&P Total US Stock Market ETF 2.4% Trimmed −13%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 12, 2026 filing

add_circleNew

VCSH $8.12M
DPZ $2.79M
PSX $2.6M
MCHP $2.17M

arrow_upwardAdded

SHY +62%
VTWO +44%
BIL +32%
IEI +31%

arrow_downwardTrimmed

XLE −31%
SPYX −18%
EMLC −17%
SUB −15%

remove_circleSold out

MSFT $5.1M
Ferguson PLC $3.32M
TYL $2.58M
INDA $1.96M

Partners Capital Investment Group, LLP

Where the money is

Biggest moves since Mar 31, 2026

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