$5.87 Million is the total value of WealthNavi Inc.'s 8 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $2,065,182 | +11.3% | 10,118,479 | +4.2% | 35.20% | +1.4% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,690,109 | +8.4% | 37,416,633 | +0.7% | 28.80% | -1.2% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $752,147 | +9.5% | 7,548,645 | +6.6% | 12.82% | -0.3% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $630,281 | +9.1% | 15,601,022 | +5.3% | 10.74% | -0.6% |
| GLD | Sell | SPDR GOLD SHARESetf | $290,023 | +1.7% | 1,582,922 | -5.9% | 4.94% | -7.4% |
| IYR | Buy | ISHARES U.S. REAL ESTATE ETFetf | $286,686 | +11.6% | 3,376,754 | +10.6% | 4.89% | +1.6% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $120,413 | +7.7% | 1,092,178 | +4.0% | 2.05% | -1.9% |
| IAU | Buy | ISHARES GOLD TRetf | $32,840 | +179.5% | 878,781 | +158.7% | 0.56% | +154.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-12
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.