$21.6 Billion is the total value of Wealthfront Advisers LLC's 689 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.