$1.61 Billion is the total value of WealthNavi Inc.'s 7 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETF | 22 | Q2 2024 | 37.3% |
VANGUARD TAX MANAGED INTL FD | 22 | Q2 2024 | 29.2% |
ISHARES TR | 22 | Q2 2024 | 14.2% |
VANGUARD INTL EQUITY INDEX F | 22 | Q2 2024 | 12.5% |
SPDR GOLD TRUST | 22 | Q2 2024 | 8.5% |
ISHARES U.S. REAL ESTATE ETF | 22 | Q2 2024 | 5.2% |
ISHARES TR | 22 | Q2 2024 | 2.3% |
ISHARES GOLD TRUST | 7 | Q2 2024 | 3.1% |
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 3 | Q2 2024 | 1.0% |
ISHARES CORE S&P 500 ETF | 3 | Q2 2024 | 0.9% |
View WealthNavi Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-13 |
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 |
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.