$10.8 Billion is the total value of Wealthfront Advisers LLC's 480 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HSIC | Exit | SCHEIN HENRY INC | $0 | – | -2,719 | -100.0% | -0.00% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -1,330 | -100.0% | -0.00% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -2,082 | -100.0% | -0.00% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -3,419 | -100.0% | -0.00% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -2,247 | -100.0% | -0.00% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,449 | -100.0% | -0.00% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -4,991 | -100.0% | -0.01% | – |
| AIV | Exit | APARTMENT INVT & MGMT COcl a | $0 | – | -9,966 | -100.0% | -0.01% | – |
| HRB | Exit | BLOCK H & R INC | $0 | – | -23,998 | -100.0% | -0.01% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -95,067 | -100.0% | -0.01% | – |
| PCG | Exit | PG&E CORP | $0 | – | -47,984 | -100.0% | -0.01% | – |
| FOX | Exit | TWENTY FIRST CENTY FOX INCcl b | $0 | – | -37,136 | -100.0% | -0.02% | – |
| SCG | Exit | SCANA CORP NEW | $0 | – | -43,142 | -100.0% | -0.02% | – |
| FOXA | Exit | TWENTY FIRST CENTY FOX INCcl a | $0 | – | -73,432 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 15.6% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 13.4% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 12.3% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 14.7% |
| VANGUARD MUN BD FDS | 20 | Q3 2023 | 9.2% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 6.9% |
| ISHARES INC | 20 | Q3 2023 | 8.8% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 5.7% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.2% |
| ISHARES TR | 20 | Q3 2023 | 3.7% |
View Wealthfront Advisers LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-21 |
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.