$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUB | Sell | ISHARES TRshrt nat mun etf | $4,031,000 | -0.8% | 37,285 | -0.8% | 2.20% | -18.5% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,739,000 | +14.3% | 48,291 | -0.4% | 0.95% | -6.2% |
| AMZN | Sell | AMAZON COM INC | $505,000 | -8.3% | 155 | -11.4% | 0.28% | -24.8% |
| AAPL | Sell | APPLE INC | $230,000 | -39.2% | 1,730 | -47.0% | 0.13% | -50.0% |
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.