$16.6 Billion is the total value of Wealthfront Advisers LLC's 525 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 3.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $830,104,000 | +13.6% | 9,123,020 | -0.6% | 4.99% | -4.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $723,143,000 | +16.4% | 11,656,068 | -0.9% | 4.35% | -2.1% |
| TFI | Sell | SPDR SER TRnuveen brc munic | $366,698,000 | -0.7% | 6,986,059 | -1.7% | 2.20% | -16.4% |
| VOO | Sell | VANGUARD INDEX FDS | $120,543,000 | +5.4% | 350,733 | -5.6% | 0.72% | -11.3% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $105,111,000 | +3.2% | 598,104 | -8.2% | 0.63% | -13.2% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $93,655,000 | -3.4% | 1,061,967 | -3.3% | 0.56% | -18.8% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $93,425,000 | +7.5% | 1,801,487 | -16.4% | 0.56% | -9.5% |
| V | Sell | VISA INC | $22,571,000 | +4.3% | 103,192 | -4.6% | 0.14% | -12.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $19,993,000 | +1.2% | 56,014 | -4.2% | 0.12% | -14.9% |
| MUB | Sell | ISHARES TRnational mun etf | $19,975,000 | +1.0% | 170,434 | -0.1% | 0.12% | -14.9% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $16,088,000 | -6.1% | 165,611 | -7.4% | 0.10% | -21.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $11,282,000 | -4.5% | 192,033 | -3.3% | 0.07% | -19.0% |
| MRK | Sell | MERCK & CO. INC | $10,959,000 | -4.1% | 133,981 | -2.7% | 0.07% | -19.5% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $10,580,000 | -16.2% | 113,955 | -15.6% | 0.06% | -28.9% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $10,288,000 | +9.0% | 196,347 | -3.8% | 0.06% | -7.5% |
| MCD | Sell | MCDONALDS CORP | $9,815,000 | -7.6% | 45,740 | -5.5% | 0.06% | -22.4% |
| ABBV | Sell | ABBVIE INC | $9,489,000 | +12.8% | 88,559 | -7.8% | 0.06% | -5.0% |
| UNP | Sell | UNION PAC CORP | $9,406,000 | +0.5% | 45,173 | -4.9% | 0.06% | -14.9% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $8,938,000 | +4.5% | 13,511 | -1.4% | 0.05% | -11.5% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $8,588,000 | -1.5% | 226,174 | -8.2% | 0.05% | -16.1% |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $8,060,000 | -0.7% | 279,489 | -6.6% | 0.05% | -17.2% |
| LLY | Sell | LILLY ELI & CO | $7,841,000 | +2.0% | 46,443 | -10.5% | 0.05% | -14.5% |
| LOW | Sell | LOWES COS INC | $7,668,000 | -4.2% | 47,774 | -1.0% | 0.05% | -19.3% |
| AMGN | Sell | AMGEN INC | $7,099,000 | -16.0% | 30,877 | -7.2% | 0.04% | -28.3% |
| ORCL | Sell | ORACLE CORP | $6,498,000 | +8.3% | 100,442 | -0.1% | 0.04% | -9.3% |
| INTC | Sell | INTEL CORP | $5,276,000 | -31.9% | 105,894 | -29.2% | 0.03% | -41.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $5,016,000 | +8.8% | 60,591 | -1.4% | 0.03% | -9.1% |
| ZION | Sell | ZIONS BANCORPORATION N A | $4,954,000 | +33.4% | 114,043 | -10.3% | 0.03% | +11.1% |
| KSS | Sell | KOHLS CORP | $5,009,000 | +85.2% | 123,091 | -15.7% | 0.03% | +57.9% |
| LB | Sell | L BRANDS INC | $4,857,000 | +16.8% | 130,604 | -0.1% | 0.03% | -3.3% |
| BA | Sell | BOEING CO | $4,333,000 | +27.3% | 20,244 | -1.7% | 0.03% | +8.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $4,145,000 | +3.6% | 34,279 | -14.1% | 0.02% | -13.8% |
| KHC | Sell | KRAFT HEINZ CO | $3,915,000 | +14.9% | 112,945 | -0.7% | 0.02% | 0.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $3,902,000 | -16.1% | 10,992 | -9.4% | 0.02% | -30.3% |
| KEY | Sell | KEYCORP | $3,830,000 | +35.6% | 233,375 | -1.4% | 0.02% | +15.0% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $3,540,000 | -3.2% | 69,278 | -3.3% | 0.02% | -19.2% |
| WFC | Sell | WELLS FARGO CO NEW | $3,302,000 | -29.8% | 109,434 | -45.3% | 0.02% | -41.2% |
| PCAR | Sell | PACCAR INC | $3,380,000 | -0.4% | 39,174 | -1.6% | 0.02% | -16.7% |
| LRCX | Sell | LAM RESEARCH CORP | $3,131,000 | +39.8% | 6,629 | -1.8% | 0.02% | +18.8% |
| CPRI | Sell | CAPRI HOLDINGS LIMITED | $3,130,000 | +127.8% | 74,525 | -2.4% | 0.02% | +90.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $3,229,000 | +9.0% | 45,154 | -12.3% | 0.02% | -9.5% |
| ZTS | Sell | ZOETIS INCcl a | $3,092,000 | -1.2% | 18,684 | -1.3% | 0.02% | -13.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $3,110,000 | -22.5% | 13,855 | -16.5% | 0.02% | -34.5% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $3,219,000 | +32.9% | 148,612 | -6.8% | 0.02% | +11.8% |
| GILD | Sell | GILEAD SCIENCES INC | $3,159,000 | -20.6% | 54,218 | -13.9% | 0.02% | -32.1% |
| TFC | Sell | TRUIST FINL CORP | $3,006,000 | +25.8% | 62,721 | -0.1% | 0.02% | +5.9% |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $2,983,000 | -6.7% | 189,148 | -27.3% | 0.02% | -21.7% |
| PVH | Sell | PVH CORPORATION | $2,795,000 | +47.0% | 29,773 | -6.6% | 0.02% | +21.4% |
| SPGI | Sell | S&P GLOBAL INC | $2,763,000 | -16.1% | 8,405 | -8.0% | 0.02% | -29.2% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $2,693,000 | +29.5% | 29,386 | -0.4% | 0.02% | +6.7% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $2,564,000 | -11.3% | 16,110 | -7.2% | 0.02% | -28.6% |
| XEL | Sell | XCEL ENERGY INC | $2,472,000 | -5.6% | 37,082 | -2.3% | 0.02% | -21.1% |
| MET | Sell | METLIFE INC | $2,538,000 | +23.5% | 54,060 | -2.2% | 0.02% | 0.0% |
| D | Sell | DOMINION ENERGY INC | $2,358,000 | -17.2% | 31,365 | -13.0% | 0.01% | -30.0% |
| WEC | Sell | WEC ENERGY GROUP INC | $2,296,000 | -6.6% | 24,943 | -1.7% | 0.01% | -22.2% |
| INFO | Sell | IHS MARKIT LTD | $2,250,000 | +13.5% | 25,037 | -0.8% | 0.01% | 0.0% |
| SHW | Sell | SHERWIN WILLIAMS CO | $2,093,000 | +4.2% | 2,849 | -1.1% | 0.01% | -7.1% |
| KR | Sell | KROGER CO | $2,125,000 | -40.5% | 66,915 | -36.4% | 0.01% | -50.0% |
| ABMD | Sell | ABIOMED INC | $2,108,000 | +13.9% | 6,502 | -2.6% | 0.01% | 0.0% |
| APA | Sell | APACHE CORP | $2,126,000 | +40.5% | 149,837 | -6.2% | 0.01% | +18.2% |
| EQIX | Sell | EQUINIX INC | $2,191,000 | -11.6% | 3,067 | -5.9% | 0.01% | -27.8% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $2,175,000 | -2.6% | 18,594 | -4.5% | 0.01% | -18.8% |
| ETR | Sell | ENTERGY CORP NEW | $2,113,000 | -2.1% | 21,157 | -3.5% | 0.01% | -13.3% |
| CMS | Sell | CMS ENERGY CORP | $2,041,000 | -2.5% | 33,459 | -1.9% | 0.01% | -20.0% |
| MCO | Sell | MOODYS CORP | $1,924,000 | -4.3% | 6,632 | -4.4% | 0.01% | -14.3% |
| HOG | Sell | HARLEY DAVIDSON INC | $1,979,000 | +45.3% | 53,941 | -2.8% | 0.01% | +20.0% |
| CTAS | Sell | CINTAS CORP | $1,969,000 | +4.2% | 5,571 | -1.9% | 0.01% | -14.3% |
| KLAC | Sell | KLA CORP | $2,047,000 | +28.1% | 7,906 | -4.1% | 0.01% | +9.1% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,957,000 | -21.9% | 8,281 | -10.1% | 0.01% | -33.3% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $1,849,000 | +23.4% | 49,031 | -0.1% | 0.01% | 0.0% |
| DHI | Sell | D R HORTON INC | $1,885,000 | -10.2% | 27,352 | -1.5% | 0.01% | -26.7% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $1,799,000 | +11.5% | 19,722 | -2.4% | 0.01% | -8.3% |
| M | Sell | MACYS INC | $1,885,000 | +91.0% | 167,511 | -3.2% | 0.01% | +57.1% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,829,000 | +10.5% | 7,697 | -0.5% | 0.01% | -8.3% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $1,860,000 | +6.2% | 4,315 | -2.6% | 0.01% | -15.4% |
| TIF | Sell | TIFFANY & CO NEW | $1,763,000 | -31.3% | 13,410 | -39.4% | 0.01% | -38.9% |
| AON | Sell | AON PLC | $1,636,000 | -0.4% | 7,744 | -2.7% | 0.01% | -16.7% |
| HUM | Sell | HUMANA INC | $1,665,000 | -9.3% | 4,058 | -8.5% | 0.01% | -23.1% |
| TROW | Sell | PRICE T ROWE GROUP INC | $1,627,000 | +17.8% | 10,743 | -0.3% | 0.01% | 0.0% |
| CNP | Sell | CENTERPOINT ENERGY INC | $1,590,000 | +9.5% | 73,471 | -2.1% | 0.01% | 0.0% |
| MKTX | Sell | MARKETAXESS HLDGS INC | $1,654,000 | +17.0% | 2,899 | -1.3% | 0.01% | 0.0% |
| HFC | Sell | HOLLYFRONTIER CORP | $1,660,000 | +13.8% | 64,203 | -13.3% | 0.01% | 0.0% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $1,687,000 | -2.7% | 3,728 | -0.9% | 0.01% | -16.7% |
| RMD | Sell | RESMED INC | $1,637,000 | +16.6% | 7,699 | -6.0% | 0.01% | 0.0% |
| VMC | Sell | VULCAN MATLS CO | $1,466,000 | +6.4% | 9,882 | -2.8% | 0.01% | -10.0% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $1,465,000 | +10.6% | 5,842 | -2.6% | 0.01% | 0.0% |
| LNT | Sell | ALLIANT ENERGY CORP | $1,415,000 | -1.0% | 27,459 | -0.8% | 0.01% | -10.0% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,419,000 | +41.5% | 10,757 | -0.7% | 0.01% | +28.6% |
| PHM | Sell | PULTE GROUP INC | $1,564,000 | -9.6% | 36,263 | -2.9% | 0.01% | -25.0% |
| AEE | Sell | AMEREN CORP | $1,311,000 | -3.0% | 16,794 | -1.7% | 0.01% | -20.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $1,371,000 | +14.2% | 40,875 | -2.8% | 0.01% | -11.1% |
| URI | Sell | UNITED RENTALS INC | $1,350,000 | +31.6% | 5,820 | -1.0% | 0.01% | +14.3% |
| TJX | Sell | TJX COS INC NEW | $1,367,000 | +19.2% | 20,010 | -2.9% | 0.01% | 0.0% |
| STT | Sell | STATE STR CORP | $1,343,000 | +19.5% | 18,456 | -2.6% | 0.01% | 0.0% |
| DPZ | Sell | DOMINOS PIZZA INC | $1,325,000 | -30.1% | 3,456 | -22.4% | 0.01% | -42.9% |
| EA | Sell | ELECTRONIC ARTS INC | $1,286,000 | -6.2% | 8,954 | -14.8% | 0.01% | -20.0% |
| PLD | Sell | PROLOGIS INC. | $1,294,000 | -2.9% | 12,988 | -1.9% | 0.01% | -20.0% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,235,000 | -8.0% | 4,053 | -4.7% | 0.01% | -30.0% |
| HBI | Sell | HANESBRANDS INC | $1,244,000 | -23.7% | 85,314 | -17.6% | 0.01% | -41.7% |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $1,205,000 | -8.8% | 14,057 | -7.9% | 0.01% | -22.2% |
| FTNT | Sell | FORTINET INC | $1,143,000 | +12.2% | 7,694 | -11.1% | 0.01% | 0.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,124,000 | +6.2% | 3,006 | -4.8% | 0.01% | -12.5% |
| SIVB | Sell | SVB FINANCIAL GROUP | $1,229,000 | +59.2% | 3,170 | -1.2% | 0.01% | +16.7% |
| HSIC | Sell | HENRY SCHEIN INC | $1,164,000 | -1.4% | 17,423 | -13.3% | 0.01% | -12.5% |
| COP | Sell | CONOCOPHILLIPS | $1,195,000 | -22.6% | 29,877 | -36.5% | 0.01% | -36.4% |
| XEC | Sell | CIMAREX ENERGY CO | $1,216,000 | +51.8% | 32,413 | -1.5% | 0.01% | +16.7% |
| KMX | Sell | CARMAX INC | $1,104,000 | +0.6% | 11,697 | -2.0% | 0.01% | -12.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,111,000 | -2.3% | 3,540 | -13.5% | 0.01% | -12.5% |
| EMN | Sell | EASTMAN CHEM CO | $993,000 | +27.6% | 9,907 | -0.5% | 0.01% | 0.0% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $931,000 | -27.2% | 3,298 | -17.8% | 0.01% | -33.3% |
| PXD | Sell | PIONEER NAT RES CO | $1,069,000 | +13.5% | 9,390 | -14.2% | 0.01% | -14.3% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $948,000 | +5.9% | 14,032 | -2.1% | 0.01% | 0.0% |
| LKQ | Sell | LKQ CORP | $977,000 | +24.1% | 27,726 | -2.3% | 0.01% | 0.0% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $1,023,000 | -7.9% | 9,745 | -3.1% | 0.01% | -25.0% |
| CPRT | Sell | COPART INC | $1,023,000 | +20.6% | 8,039 | -0.3% | 0.01% | 0.0% |
| SRE | Sell | SEMPRA ENERGY | $1,035,000 | +6.4% | 8,120 | -1.2% | 0.01% | -14.3% |
| DTE | Sell | DTE ENERGY CO | $900,000 | +3.9% | 7,410 | -1.5% | 0.01% | -16.7% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $773,000 | -9.8% | 21,503 | -4.1% | 0.01% | -16.7% |
| BWA | Sell | BORGWARNER INC | $851,000 | -4.0% | 22,015 | -3.7% | 0.01% | -16.7% |
| WU | Sell | WESTERN UN CO | $764,000 | -27.4% | 34,820 | -29.0% | 0.01% | -37.5% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $765,000 | -3.5% | 7,824 | -4.4% | 0.01% | -16.7% |
| FLS | Sell | FLOWSERVE CORP | $897,000 | +34.9% | 24,349 | -0.1% | 0.01% | 0.0% |
| FAST | Sell | FASTENAL CO | $745,000 | -6.2% | 15,257 | -13.4% | 0.00% | -33.3% |
| LEG | Sell | LEGGETT & PLATT INC | $642,000 | -9.7% | 14,483 | -16.2% | 0.00% | -20.0% |
| LW | Sell | LAMB WESTON HLDGS INC | $642,000 | +18.7% | 8,146 | -0.2% | 0.00% | 0.0% |
| NDAQ | Sell | NASDAQ INC | $653,000 | +7.4% | 4,915 | -0.8% | 0.00% | 0.0% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $723,000 | +8.6% | 5,708 | -0.7% | 0.00% | -20.0% |
| GLW | Sell | CORNING INC | $590,000 | +10.9% | 16,373 | -0.2% | 0.00% | 0.0% |
| EFX | Sell | EQUIFAX INC | $452,000 | +21.5% | 2,342 | -1.3% | 0.00% | 0.0% |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $467,000 | -1.1% | 2,214 | -2.0% | 0.00% | 0.0% |
| DLR | Sell | DIGITAL RLTY TR INC | $572,000 | -35.6% | 4,104 | -32.2% | 0.00% | -50.0% |
| AFL | Sell | AFLAC INC | $504,000 | +18.3% | 11,320 | -3.5% | 0.00% | 0.0% |
| O | Sell | REALTY INCOME CORP | $581,000 | -2.4% | 9,356 | -4.4% | 0.00% | -25.0% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $535,000 | -16.0% | 3,300 | -15.8% | 0.00% | -40.0% |
| COO | Sell | COOPER COS INC | $506,000 | +7.7% | 1,392 | -0.2% | 0.00% | 0.0% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $421,000 | +14.7% | 1,924 | -0.7% | 0.00% | 0.0% |
| SYY | Sell | SYSCO CORP | $550,000 | +16.8% | 7,406 | -2.2% | 0.00% | 0.0% |
| BFB | Sell | BROWN FORMAN CORPcl b | $555,000 | +3.2% | 6,995 | -2.1% | 0.00% | -25.0% |
| HRB | Sell | BLOCK H & R INC | $456,000 | -39.0% | 28,772 | -37.4% | 0.00% | -40.0% |
| LEN | Sell | LENNAR CORPcl a | $440,000 | -37.2% | 5,768 | -32.8% | 0.00% | -40.0% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $488,000 | +28.8% | 3,233 | -0.2% | 0.00% | 0.0% |
| FFIV | Sell | F5 NETWORKS INC | $263,000 | -13.8% | 1,493 | -39.8% | 0.00% | 0.0% |
| WHR | Sell | WHIRLPOOL CORP | $285,000 | -3.7% | 1,581 | -1.7% | 0.00% | 0.0% |
| NLSN | Sell | NIELSEN HLDGS PLC | $306,000 | +39.1% | 14,637 | -5.5% | 0.00% | 0.0% |
| MAS | Sell | MASCO CORP | $363,000 | -40.3% | 6,596 | -40.1% | 0.00% | -50.0% |
| VFC | Sell | V F CORP | $389,000 | -12.2% | 4,554 | -27.9% | 0.00% | -33.3% |
| CBRE | Sell | CBRE GROUP INCcl a | $390,000 | +2.9% | 6,223 | -22.9% | 0.00% | -33.3% |
| PSX | Sell | PHILLIPS 66 | $324,000 | +32.8% | 4,637 | -1.4% | 0.00% | 0.0% |
| FICO | Sell | FAIR ISAAC CORP | $396,000 | +19.6% | 774 | -0.5% | 0.00% | 0.0% |
| AVB | Sell | AVALONBAY CMNTYS INC | $364,000 | -11.7% | 2,272 | -17.7% | 0.00% | -33.3% |
| WAB | Sell | WABTEC | $277,000 | +17.9% | 3,781 | -0.3% | 0.00% | 0.0% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $306,000 | +14.6% | 3,731 | -3.2% | 0.00% | 0.0% |
| LDOS | Sell | LEIDOS HOLDINGS INC | $404,000 | -3.1% | 3,843 | -17.7% | 0.00% | -33.3% |
| CHE | Sell | CHEMED CORP NEW | $236,000 | +8.3% | 442 | -2.4% | 0.00% | -50.0% |
| INCY | Sell | INCYTE CORP | $212,000 | -57.3% | 2,439 | -56.0% | 0.00% | -75.0% |
| COTY | Sell | COTY INC | $117,000 | -88.5% | 16,637 | -95.6% | 0.00% | -85.7% |
| CBOE | Sell | CBOE GLOBAL MKTS INC | $208,000 | -44.1% | 2,229 | -47.4% | 0.00% | -66.7% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $188,000 | +3.9% | 15,881 | -17.9% | 0.00% | 0.0% |
| LII | Sell | LENNOX INTL INC | $208,000 | -1.9% | 761 | -2.1% | 0.00% | -50.0% |
| JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -11,820 | -100.0% | -0.00% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -1,924 | -100.0% | -0.00% | – |
| AIV | Exit | APARTMENT INVT & MGMT COcl a | $0 | – | -13,262 | -100.0% | -0.00% | – |
| ETFC | Exit | E TRADE FINANCIAL CORP | $0 | – | -16,084 | -100.0% | -0.01% | – |
| MYL | Exit | MYLAN NV | $0 | – | -80,168 | -100.0% | -0.01% | – |
| NBL | Exit | NOBLE ENERGY INC | $0 | – | -167,230 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.