$11.9 Billion is the total value of Wealthfront Advisers LLC's 469 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LHX | New | L3HARRIS TECHNOLOGIES INC | $1,545,000 | – | 7,403 | +100.0% | 0.01% | – |
| GL | New | GLOBE LIFE INC | $1,586,000 | – | 16,561 | +100.0% | 0.01% | – |
| IP | New | INTL PAPER CO | $976,000 | – | 23,337 | +100.0% | 0.01% | – |
| WRK | New | WESTROCK CO | $868,000 | – | 23,812 | +100.0% | 0.01% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $547,000 | – | 1,907 | +100.0% | 0.01% | – |
| DVN | New | DEVON ENERGY CORP NEW | $577,000 | – | 23,990 | +100.0% | 0.01% | – |
| HOLX | New | HOLOGIC INC | $512,000 | – | 10,148 | +100.0% | 0.00% | – |
| XRX | New | XEROX HOLDINGS CORP | $506,000 | – | 16,915 | +100.0% | 0.00% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $323,000 | – | 2,744 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC | $217,000 | – | 1,515 | +100.0% | 0.00% | – |
| TER | New | TERADYNE INC | $239,000 | – | 4,128 | +100.0% | 0.00% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $225,000 | – | 2,030 | +100.0% | 0.00% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $203,000 | – | 1,272 | +100.0% | 0.00% | – |
| PKG | New | PACKAGING CORP AMER | $228,000 | – | 2,145 | +100.0% | 0.00% | – |
| KR | New | KROGER CO | $235,000 | – | 9,103 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $247,000 | – | 1,116 | +100.0% | 0.00% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $207,000 | – | 1,343 | +100.0% | 0.00% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $212,000 | – | 1,248 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-15
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.