$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
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.