49 is the total number of securities Wealthsimple US, Ltd. has owned. The longest Wealthsimple US, Ltd. has owned a single stock is 6 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SPTL | SPDR SER TR | 6 | 6 | 4.73% | 10.85% | 13.65% | Q4 2019 | Q1 2021 | 6 |
| LTPZ | PIMCO ETF TR | 6 | 6 | 4.78% | 9.34% | 10.54% | Q4 2019 | Q1 2021 | 6 |
| VTI | VANGUARD INDEX FDS | 6 | 6 | 7.58% | 8.91% | 9.69% | Q4 2019 | Q1 2021 | 6 |
| IDEV | ISHARES TR | 6 | 6 | 7.13% | 8.21% | 8.74% | Q4 2019 | Q1 2021 | 6 |
| ACWV | ISHARES INC | 6 | 6 | 5.19% | 5.63% | 6.13% | Q4 2019 | Q1 2021 | 6 |
| EEMV | ISHARES INC | 6 | 6 | 5.07% | 5.49% | 5.89% | Q4 2019 | Q1 2021 | 6 |
| SQ | SQUARE INC | 6 | 6 | 0.26% | 0.33% | 0.44% | Q4 2019 | Q1 2021 | 6 |
| AMZN | AMAZON COM INC | 6 | 6 | 0.24% | 0.30% | 0.37% | Q4 2019 | Q1 2021 | 6 |
| JNJ | JOHNSON & JOHNSON | 6 | 6 | 0.14% | 0.20% | 0.26% | Q4 2019 | Q1 2021 | 6 |
| VSGX | VANGUARD WORLD FD | 5 | 5 | 14.29% | 15.77% | 17.36% | Q1 2020 | Q1 2021 | 5 |
| ESGV | VANGUARD WORLD FD | 5 | 5 | 11.78% | 13.16% | 14.46% | Q1 2020 | Q1 2021 | 5 |
| SCHF | SCHWAB STRATEGIC TR | 5 | 5 | 0.95% | 1.13% | 1.37% | Q1 2020 | Q1 2021 | 5 |
| AAPL | APPLE INC | 5 | 5 | 0.13% | 0.21% | 0.26% | Q4 2019 | Q4 2020 | 5 |
| PG | PROCTER & GAMBLE CO | 3 | 2 | 0.12% | 0.18% | 0.23% | Q4 2019 | Q1 2021 | 5 |
| VGSH | VANGUARD SCOTTSDALE FDS | 4 | 4 | 2.84% | 3.45% | 4.05% | Q2 2020 | Q1 2021 | 4 |
| SUB | ISHARES TR | 4 | 4 | 1.90% | 2.30% | 2.71% | Q2 2020 | Q1 2021 | 4 |
| BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 0.12% | 0.16% | 0.17% | Q2 2020 | Q1 2021 | 4 |
| CRBN | ISHARES TR | 3 | 3 | 1.16% | 6.73% | 17.42% | Q4 2019 | Q2 2020 | 3 |
| MUB | ISHARES TR | 3 | 3 | 2.75% | 4.35% | 5.25% | Q4 2019 | Q2 2020 | 3 |
| VCSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 4.08% | 4.20% | 4.27% | Q3 2020 | Q1 2021 | 3 |
| GNMA | ISHARES TR | 3 | 3 | 0.62% | 4.04% | 10.04% | Q4 2019 | Q2 2020 | 3 |
| SUSB | ISHARES TR | 3 | 3 | 3.00% | 3.11% | 3.23% | Q3 2020 | Q1 2021 | 3 |
| BAB | INVESCO EXCHANGE-TRADE... | 3 | 3 | 0.43% | 2.70% | 6.69% | Q4 2019 | Q2 2020 | 3 |
| BND | VANGUARD BD INDEX FDS | 3 | 3 | 1.95% | 2.22% | 2.58% | Q4 2019 | Q2 2020 | 3 |
| SHE | SPDR SER TR | 3 | 3 | 0.32% | 1.80% | 4.64% | Q4 2019 | Q2 2020 | 3 |
| DSI | ISHARES TR | 3 | 3 | 0.28% | 1.66% | 4.32% | Q4 2019 | Q2 2020 | 3 |
| ERTH | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.28% | 1.53% | 3.96% | Q4 2019 | Q2 2020 | 3 |
| ITOT | ISHARES TR | 3 | 3 | 0.76% | 1.04% | 1.34% | Q4 2019 | Q2 2020 | 3 |
| SPY | SPDR S&P 500 ETF TR | 3 | 3 | 0.44% | 0.46% | 0.49% | Q4 2019 | Q2 2020 | 3 |
| SCHX | SCHWAB STRATEGIC TR | 3 | 3 | 0.22% | 0.23% | 0.23% | Q3 2020 | Q1 2021 | 3 |
| DIA | SPDR DOW JONES INDL AV... | 3 | 3 | 0.19% | 0.20% | 0.23% | Q4 2019 | Q2 2020 | 3 |
| BIL | SPDR SER TR | 2 | 2 | 5.56% | 5.95% | 6.34% | Q4 2019 | Q1 2020 | 2 |
| SCHR | SCHWAB STRATEGIC TR | 2 | 2 | 2.44% | 2.46% | 2.48% | Q1 2020 | Q2 2020 | 2 |
| AGG | ISHARES TR | 1 | 1 | 0.40% | 0.45% | 0.50% | Q4 2019 | Q2 2020 | 2 |
| IAGG | ISHARES TR | 1 | 1 | 0.27% | 0.30% | 0.33% | Q4 2019 | Q2 2020 | 2 |
| IEFA | ISHARES TR | 1 | 1 | 0.20% | 0.26% | 0.32% | Q4 2019 | Q2 2020 | 2 |
| TSM | TAIWAN SEMICONDUCTOR M... | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q1 2021 | 2 |
| NVS | NOVARTIS AG | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q1 2021 | 2 |
| GLDM | WORLD GOLD TR | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2020 | Q4 2020 | 1 |
| SHV | ISHARES TR | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2020 | Q1 2020 | 1 |
| SHY | ISHARES TR | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2020 | Q1 2020 | 1 |
| VGLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2021 | Q1 2021 | 1 |
| RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
| IEMG | ISHARES INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
| SUSA | ISHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
| NJR | NEW JERSEY RES | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
| VGK | VANGUARD INTL EQUITY I... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
| ASML | ASML HOLDING N V | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Download | |||||||||
The securities at the top of the list , including SPDR SER TR, PIMCO ETF TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Wealthsimple US, Ltd..
The conviction is calculated by counting the number of quarters a security has been reported by Wealthsimple US, Ltd.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Wealthsimple US, Ltd. owns currently or has owned in the past.