$183 Million is the total value of Wealthsimple US, Ltd.'s 24 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLDM | New | WORLD GOLD TRspdr gld minis | $4,090,000 | – | 215,937 | +100.0% | 2.24% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $243,000 | – | 487 | +100.0% | 0.13% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $236,000 | – | 2,168 | +100.0% | 0.13% | – |
| PG | New | PROCTER AND GAMBLE CO | $235,000 | – | 1,686 | +100.0% | 0.13% | – |
| NVS | New | NOVARTIS AGsponsored adr | $234,000 | – | 2,483 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 6 | Q1 2021 | 13.7% |
| PIMCO ETF TR | 6 | Q1 2021 | 10.5% |
| VANGUARD INDEX FDS | 6 | Q1 2021 | 9.7% |
| ISHARES TR | 6 | Q1 2021 | 8.7% |
| ISHARES INC | 6 | Q1 2021 | 6.1% |
| ISHARES INC | 6 | Q1 2021 | 5.9% |
| SQUARE INC | 6 | Q1 2021 | 0.4% |
| AMAZON COM INC | 6 | Q1 2021 | 0.4% |
| JOHNSON & JOHNSON | 6 | Q1 2021 | 0.3% |
| VANGUARD WORLD FD | 5 | Q1 2021 | 17.4% |
View Wealthsimple US, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-05-12 |
| 13F-HR | 2021-02-09 |
| 13F-HR | 2020-11-09 |
| 13F-HR | 2020-07-08 |
| 13F-HR | 2020-05-12 |
| 13F-HR | 2020-05-08 |
View Wealthsimple US, Ltd.'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.