Fund HoldingsPARTNERS CAPITAL INVESTMENT GROUP, LLP

Total Portfolio Value
$4.16B
Total Bought
$251.35M
Total Sold
$745.32M
Net Transaction
-$493.96M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
iShares Core S&P 500 ETF1,037,8091,160,121+122,312462,562498,19111.96%+35,629
iShares MSCI Emerging Markets ex China ETF
MSCI EMRG CHN
8,801,7629,825,255+1,023,493457,516489,59211.76%+32,077
iShares TIPS Bond ETF757,5001,059,582+302,08281,522109,9002.64%+28,378
Vanguard Russell 2000 ETF
VNG RUS2000IDX
117,162333,506+216,3448,86023,8260.57%+14,966
Vanguard S&P 500 ETF348,476394,472+45,996141,927154,9093.72%+12,982
SPDR Bloomberg 3-12 Month T-Bill ETF
ST STR BL 12 ETF
377,400485,743+108,34337,53648,2971.16%+10,761
Danaher Corp(DHR)039,970+39,97009,2710.22%+9,271
Vanguard Short-Term Treasury ETF
SHORT TERM TREAS
3,326,9293,487,292+160,363192,064200,8684.82%+8,804
Vanguard Short-Term Tax-Exempt Fund4,911,8995,460,701+548,80276,67584,6952.03%+8,021
Lamb Weston Holdings Inc(LW)074,118+74,11806,8530.16%+6,853
iShares 0-3 Month Treasury Bond ETF534,361591,907+57,54653,77359,5871.43%+5,814
Vornado Realty Trust(VNO)0203,558+203,55804,6170.11%+4,617
Vanguard Short-Term Treasury Fund908,5151,369,256+460,7418,89413,2950.32%+4,401
iShares 7-10 Year Treasury Bond ETF1,012,5451,112,461+99,91697,812101,8902.45%+4,078
Advanced Micro Devices Inc(AMD)038,894+38,89403,9990.10%+3,999
Cadence Design Systems Inc(CDNS)015,781+15,78103,6970.09%+3,697
iShares Russell 2000 ETF017,718+17,71803,1310.08%+3,131
Global X FTSE Southeast Asia ETF0207,375+207,37503,0170.07%+3,017
Vanguard Ultra Short Bond ETF
VANGUARD ULTRA
040,725+40,72502,0030.05%+2,003
SPDR S&P 500 Fossil Fuel Reserves Free ETF
ST STR SP500FF
204,316266,985+62,6697,3909,2720.22%+1,882
KraneShares CSI China Internet ETF0158,361+158,36104,3340.10%+4,334
iShares Residential and Multisector Real Estate ETF056,814+56,81403,7470.09%+3,747
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
266,523302,866+36,34317,99019,4890.47%+1,499
Energy Select Sector SPDR Fund
ST STR ENERG ETF
136,550138,226+1,67611,08412,4940.30%+1,410
Microsoft Corp(MSFT)35,27042,058+6,78812,01113,2800.32%+1,269
Alphabet Inc(GOOG)114,055113,925-13013,65214,9080.36%+1,256
Exxon Mobil Corp57,81063,203+5,3936,2007,4310.18%+1,231
Argenx SE(ARGX)012,722+12,72206,2550.15%+6,255
Ritchie Bros Auctioneers Inc017,884+17,88401,1180.03%+1,118
Apollo Global Management Inc017,925+17,92501,6090.04%+1,609
Vanguard Total World Stock Index Fund418,139464,604+46,46514,35915,3320.37%+973
Vanguard FTSE Pacific ETF014,443+14,44309660.02%+966
Berkshire Hathaway Inc05,260+5,26001,8430.04%+1,843
iShares MSCI China ETF
MSCI CHINA ETF
0115,842+115,84205,0150.12%+5,015
iShares MSCI Pacific ex Japan ETF448,438497,056+48,61818,94219,7730.47%+831
Alphabet Inc(GOOG)015,323+15,32302,0200.05%+2,020
CubeSmart(CUBE)021,512+21,51208200.02%+820
Blackstone Mortgage Trust Inc(BXMT)069,425+69,42501,5100.04%+1,510
SL Green Realty Corp0101,607+101,60703,7900.09%+3,790
iShares MSCI ACWI ex US ETF015,133+15,13307110.02%+711
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf
DATA AND INFRAST
045,429+45,42901,1760.03%+1,176
iShares MSCI World ETF206,033218,565+12,53225,65526,2650.63%+610
KKR & Co Inc(KKR)203,206194,414-8,79211,38011,9760.29%+596
Blue Owl Capital Inc(OBDC)045,000+45,00005830.01%+583
UnitedHealth Group Inc(UNH)04,521+4,52102,2790.05%+2,279
Broadcom Inc(AVGO)01,099+1,09909130.02%+913
Accenture PLC
SHS CLASS A
01,596+1,59604900.01%+490
Meta Platforms Inc(META)06,586+6,58601,9770.05%+1,977
Chevron Corp(CVX)04,390+4,39007400.02%+740
Tesla Inc(TSLA)05,053+5,05301,2640.03%+1,264
Intuit Inc(INTU)0861+86104400.01%+440
AbbVie Inc(ABBV)04,629+4,62906900.02%+690
Intel Corp(INTC)012,170+12,17004330.01%+433
Procter & Gamble Co/The(PG)05,500+5,50008020.02%+802
SPDR S&P Biotech ETF
ST STR SP BIOT
015,031+15,03101,0980.03%+1,098
WisdomTree Japan Hedged Equity Fund(WT)331,772317,716-14,05627,62028,0380.67%+418
Costco Wholesale Corp(COST)01,167+1,16706590.02%+659
Eli Lilly and Co(LLY)01,592+1,59208550.02%+855
Deere & Co(DE)0950+95003590.01%+359
Cisco Systems Inc/Delaware(CSCO)010,783+10,78305800.01%+580
Adobe Inc(ADBE)01,203+1,20306130.01%+613
Prologis Inc(PLD)03,067+3,06703440.01%+344
Merck & Co Inc(MRK)06,369+6,36906560.02%+656
Merck KGaA06,369+6,36906560.02%+656
Applied Materials Inc02,368+2,36803280.01%+328
Amgen Inc(AMGN)01,202+1,20203230.01%+323
Seagen Inc027,228+27,22805,7760.14%+5,776
Stryker Corp(SYK)01,158+1,15803160.01%+316
Sherwin-Williams Co/The(SHW)01,198+1,19803060.01%+306
Mondelez International Inc(MDLZ)04,325+4,32503000.01%+300
Boeing Co/The(BA)01,534+1,53402940.01%+294
Bank of America Corp010,547+10,54702890.01%+289
Ayr Wellness Inc0200,000+200,00004580.01%+458
BlackRock Inc(BLK)0444+44402870.01%+287
Coca-Cola Co/The(KO)09,582+9,58205360.01%+536
Comcast Corp(CCZ)012,025+12,02505330.01%+533
TJX Cos Inc/The(TJX)03,132+3,13202780.01%+278
Automatic Data Processing Inc01,150+1,15002770.01%+277
PepsiCo Inc(PEP)03,732+3,73206320.02%+632
Progressive Corp/The(PGR)01,952+1,95202720.01%+272
Thermo Fisher Scientific Inc(TMO)01,354+1,35406850.02%+685
Eaton Corp PLC(ETN)01,264+1,26402700.01%+270
Johnson & Johnson(JNJ)04,456+4,45606940.02%+694
Linde PLC(LIN)01,324+1,32404930.01%+493
International Business Machines Corp(IBM)01,853+1,85302600.01%+260
Raytheon Technologies Corp(RTX)03,557+3,55702560.01%+256
Boston Scientific Corp(BSX)04,746+4,74602510.01%+251
T-Mobile US Inc(TMUS)01,727+1,72702420.01%+242
Fidelity National Information Services Inc(FIS)282,088283,534+1,44615,43015,6710.38%+241
Blackstone Inc(BX)06,033+6,03306460.02%+646
JPMorgan Chase & Co(JPM)05,352+5,35207760.02%+776
Duke Energy Corp(DUK)02,627+2,62702320.01%+232
Micron Technology Inc(MU)03,406+3,40602320.01%+232
KLA Corp(KLAC)0480+48002200.01%+220
Xtrackers MSCI EAFE Hedged Equity ETF187,662196,227+8,5656,6386,8480.16%+211
Zoetis Inc(ZTS)01,207+1,20702100.01%+210
Amphenol Corp02,453+2,45302060.00%+206
AT&T Inc(T)013,421+13,42102020.00%+202
United States Treasury Note/Bond(T)013,421+13,42102020.00%+202
United States Treasury Note/Bond(T)013,421+13,42102020.00%+202
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