$23.6 Billion is the total value of Wealthfront Advisers LLC's 762 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -6,455 | -100.0% | -0.00% | – |
| PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -2,974 | -100.0% | -0.00% | – |
| CACI | Exit | CACI INTL INCcl a | $0 | – | -832 | -100.0% | -0.00% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -822 | -100.0% | -0.00% | – |
| PLAN | Exit | ANAPLAN INC | $0 | – | -3,526 | -100.0% | -0.00% | – |
| FINX | Exit | GLOBAL X FDSfintech etf | $0 | – | -5,425 | -100.0% | -0.00% | – |
| AIZ | Exit | ASSURANT INC | $0 | – | -1,503 | -100.0% | -0.00% | – |
| GME | Exit | GAMESTOP CORP NEWcl a | $0 | – | -1,579 | -100.0% | -0.00% | – |
| TXG | Exit | 10X GENOMICS INC | $0 | – | -3,380 | -100.0% | -0.00% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -2,974 | -100.0% | -0.00% | – |
| WU | Exit | WESTERN UN CO | $0 | – | -33,129 | -100.0% | -0.00% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -11,880 | -100.0% | -0.00% | – |
| NVCR | Exit | NOVOCURE LTD | $0 | – | -6,947 | -100.0% | -0.00% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -9,040 | -100.0% | -0.01% | – |
| CVNA | Exit | CARVANA COcl a | $0 | – | -4,002 | -100.0% | -0.01% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -18,514 | -100.0% | -0.01% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -6,045 | -100.0% | -0.01% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -9,511 | -100.0% | -0.01% | – |
| XEC | Exit | CIMAREX ENERGY CO | $0 | – | -31,078 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
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.