$18.7 Billion is the total value of Wealthfront Advisers LLC's 552 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CXO | Exit | CONCHO RES INC | $0 | – | -4,470 | -100.0% | -0.00% | – |
| FTI | Exit | TECHNIPFMC PLC | $0 | – | -87,093 | -100.0% | -0.01% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -108,511 | -100.0% | -0.01% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -99,239 | -100.0% | -0.01% | – |
| TIF | Exit | TIFFANY & CO NEW | $0 | – | -13,410 | -100.0% | -0.01% | – |
| SLG | Exit | SL GREEN RLTY CORP | $0 | – | -36,272 | -100.0% | -0.01% | – |
| APA | Exit | APACHE CORP | $0 | – | -149,837 | -100.0% | -0.01% | – |
| NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -178,532 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
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.