$9 Billion is the total value of WEALTHFRONT Corp's 502 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -1,204 | -100.0% | -0.00% | – |
| ILF | Exit | ISHARES TRlatn amer 40 etf | $0 | – | -6,083 | -100.0% | -0.00% | – |
| CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -1,828 | -100.0% | -0.00% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -1,400 | -100.0% | -0.00% | – |
| LVLT | Exit | LEVEL 3 COMMUNICATIONS INC | $0 | – | -4,646 | -100.0% | -0.00% | – |
| EWG | Exit | ISHARES INCmsci germany etf | $0 | – | -6,168 | -100.0% | -0.00% | – |
| HSIC | Exit | SCHEIN HENRY INC | $0 | – | -2,751 | -100.0% | -0.00% | – |
| EWU | Exit | ISHARES TRmsci uk etf new | $0 | – | -7,500 | -100.0% | -0.00% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -2,348 | -100.0% | -0.00% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -3,721 | -100.0% | -0.00% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -5,703 | -100.0% | -0.00% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -4,010 | -100.0% | -0.00% | – |
| ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -2,038 | -100.0% | -0.00% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -945 | -100.0% | -0.00% | – |
| UHS | Exit | UNIVERSAL HLTH SVCS INCcl b | $0 | – | -2,727 | -100.0% | -0.00% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -7,612 | -100.0% | -0.00% | – |
| COH | Exit | COACH INC | $0 | – | -7,193 | -100.0% | -0.00% | – |
| INDY | Exit | ISHARESindia 50 etf | $0 | – | -10,700 | -100.0% | -0.01% | – |
| SNI | Exit | SCRIPPS NETWORKS INTERACT IN | $0 | – | -4,537 | -100.0% | -0.01% | – |
| YELP | Exit | YELP INCcl a | $0 | – | -10,136 | -100.0% | -0.01% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -8,133 | -100.0% | -0.01% | – |
| 3106PS | Exit | DELPHI AUTOMOTIVE PLC | $0 | – | -5,260 | -100.0% | -0.01% | – |
| RE | Exit | EVEREST RE GROUP LTD | $0 | – | -2,842 | -100.0% | -0.01% | – |
| MULE | Exit | MULESOFT INCcl a | $0 | – | -30,228 | -100.0% | -0.01% | – |
| EZU | Exit | ISHARES INCmsci eurzone etf | $0 | – | -15,832 | -100.0% | -0.01% | – |
| BCR | Exit | BARD C R INC | $0 | – | -2,541 | -100.0% | -0.01% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -4,542 | -100.0% | -0.01% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -9,115 | -100.0% | -0.01% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -6,427 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2019-04-30
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.