$1.42 Billion is the total value of WealthNavi Inc.'s 7 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $473,971,000 | +14.3% | 3,157,912 | +10.2% | 33.46% | +1.1% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $401,841,000 | +10.5% | 9,634,169 | +8.3% | 28.37% | -2.2% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $180,362,000 | +18.4% | 1,619,772 | +15.9% | 12.73% | +4.8% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $151,282,000 | +3.2% | 3,557,061 | +3.1% | 10.68% | -8.6% |
| GLD | Buy | SPDR GOLD SHARESetf | $118,779,000 | +25.3% | 891,732 | +14.8% | 8.38% | +10.9% |
| IYR | Buy | ISHARES U.S. REAL ESTATE ETFetf | $68,724,000 | +7.3% | 787,123 | +6.9% | 4.85% | -5.1% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $21,582,000 | +23.9% | 186,876 | +21.3% | 1.52% | +9.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | 19 | Q3 2023 | 36.9% |
| VANGUARD TAX MANAGED INTL FD | 19 | Q3 2023 | 29.2% |
| ISHARES TR | 19 | Q3 2023 | 14.2% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q3 2023 | 12.5% |
| SPDR GOLD TRUST | 19 | Q3 2023 | 8.5% |
| ISHARES U.S. REAL ESTATE ETF | 19 | Q3 2023 | 5.2% |
| ISHARES TR | 19 | Q3 2023 | 2.3% |
| ISHARES GOLD TR | 4 | Q3 2023 | 2.2% |
View WealthNavi Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-06 |
| 13F-HR | 2022-01-18 |
View WealthNavi Inc.'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.