WealthNavi Inc. - Q4 2022 holdings

$5.35 Million is the total value of WealthNavi Inc.'s 8 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 14.3% .

 Value Shares↓ Weighting
VTI BuyVANGUARD TOTAL STOCK MARKET ETFetf$1,855,938
-99.9%
9,707,294
+6.2%
34.72%
+0.4%
VEA BuyVANGUARD FTSE DEVELOPED MARKETS ETFetf$1,559,103
-99.9%
37,148,031
+0.6%
29.17%
+3.1%
AGG BuyISHARES CORE U.S. AGGREGATE BOND ETFetf$686,926
-99.9%
7,082,440
+4.8%
12.85%
-6.4%
VWO BuyVANGUARD FTSE EMERGING MARKETS ETFetf$577,759
-99.9%
14,821,930
+6.2%
10.81%
+0.7%
GLD SellSPDR GOLD SHARESetf$285,284
-99.9%
1,681,701
-2.4%
5.34%
-5.0%
IYR BuyISHARES U.S. REAL ESTATE ETFetf$256,947
-99.9%
3,051,993
+9.5%
4.81%
+0.5%
TIP BuyISHARES TIPS BOND ETFetf$111,772
-99.9%
1,050,095
+2.4%
2.09%
-7.8%
IAU NewISHARES GOLD TRetf$11,751339,735
+100.0%
0.22%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-18
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD TOTAL STOCK MARKET ETF19Q3 202336.9%
VANGUARD TAX MANAGED INTL FD19Q3 202329.2%
ISHARES TR19Q3 202314.2%
VANGUARD INTL EQUITY INDEX F19Q3 202312.5%
SPDR GOLD TRUST19Q3 20238.5%
ISHARES U.S. REAL ESTATE ETF19Q3 20235.2%
ISHARES TR19Q3 20232.3%
ISHARES GOLD TR4Q3 20232.2%

View WealthNavi Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-29
13F-HR2023-10-13
13F-HR2023-07-06
13F-HR2023-04-12
13F-HR2023-01-18
13F-HR2022-10-13
13F-HR2022-07-25
13F-HR2022-04-06
13F-HR2022-01-18
13F-HR2021-10-06

View WealthNavi Inc.'s complete filings history.

Compare quarters

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