| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 23 | Q2 2024 | 13.8% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 15.6% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 12.3% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 14.7% |
| VANGUARD MUN BD FDS | 23 | Q2 2024 | 9.2% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 6.9% |
| ISHARES INC | 23 | Q2 2024 | 8.8% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 5.7% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 4.2% |
| ISHARES TR | 23 | Q2 2024 | 3.7% |
View Wealthfront Advisers LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-20 |
View Wealthfront Advisers LLC'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.