$3.63 Billion is the total value of WealthNavi Inc.'s 7 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-09-22
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.