$1.71 Billion is the total value of WEALTHFRONT Corp's 1128 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTW | $69,000 | +15.0% | 1,358 | 0.0% | 0.00% | 0.0% | |
| MRIN | MARIN SOFTWARE | $20,000 | 0.0% | 2,372 | 0.0% | 0.00% | 0.0% | |
| ARIA | ARIAD PHARMACEU | $0 | – | 54 | 0.0% | 0.00% | – | |
| TAN | CLAYMORE EXCHAN | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| CCM | CONCORD MEDICAL | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| GTATQ | GT ADVANCED TEC | $0 | -100.0% | 1,100 | 0.0% | 0.00% | -100.0% | |
| FLOT | ISHARES FLOATINfltg rate bd etf | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| LINEQ | LINN ENERGY LLC | $3,000 | -62.5% | 275 | 0.0% | 0.00% | -100.0% | |
| GDX | MARKET VECTORSgold miner etf | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
| NKA | NISKA GAS STORA | $1,000 | -83.3% | 500 | 0.0% | 0.00% | – | |
| NUVEEN MULTISTA | $0 | – | 1 | 0.0% | 0.00% | – | ||
| PLGTF | PILOT GOLD INC | $0 | – | 21 | 0.0% | 0.00% | – | |
| PPPMF | PRIMERO MINING | $0 | – | 75 | 0.0% | 0.00% | – | |
| RSP | GUGGENHEIM S&Pgug s&p500 eq wt | $2,000 | +100.0% | 19 | 0.0% | 0.00% | – | |
| USCI | UNITED STS COMM | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| DLS | WISDOMTREE TRUSintl smcap div | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DXJ | WISDOMTREE JAPAjapn hedge eqt | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| XIN | XINYUAN REAL ESspons adr | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q3 2018 | 25.8% |
| VANGUARD TAX MANAGED INTL FD | 19 | Q3 2018 | 19.4% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q3 2018 | 17.3% |
| ISHARES TR | 19 | Q3 2018 | 12.0% |
| VANGUARD SPECIALIZED PORTFOL | 19 | Q3 2018 | 7.9% |
| SCHWAB STRATEGIC TR | 19 | Q3 2018 | 9.3% |
| SCHWAB STRATEGIC TR | 19 | Q3 2018 | 6.1% |
| VANGUARD SECTOR | 19 | Q3 2018 | 3.2% |
| ISHARES TR | 19 | Q3 2018 | 2.6% |
| VANGUARD INDEX FDS | 19 | Q3 2018 | 3.0% |
View WEALTHFRONT Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2019-10-15 |
| 13F-NT | 2019-08-13 |
| 13F-NT | 2019-05-13 |
| 13F-HR/A | 2019-05-02 |
| 13F-HR/A | 2019-05-02 |
| 13F-HR/A | 2019-04-30 |
| 13F-HR/A | 2019-04-30 |
| 13F-HR/A | 2019-04-30 |
| 13F-HR/A | 2019-04-30 |
| 13F-HR/A | 2019-04-30 |
View WEALTHFRONT Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.