Filer Name: WEALTHNAVI INC.
CIK: 1774552
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 10
Portfolio Value: $8.60B

Wealthnavi Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 11,111,500 $3,220M 37.44% -2.3% -
VEA US VANGUARD FTSE DEVELOPED ETF 49,426,996 $2,364M 27.48% 7.2% -
AGG US ISHARES CORE U.S. AGGREGATE 10,070,637 $976M 11.34% 2.1% -
VWO US VANGUARD FTSE EMERGING MARKE 16,165,516 $712M 8.28% 0.5% -
IYR US ISHARES US REAL ESTATE ETF 4,456,004 $415M 4.82% 1.6% -
IAU US ISHARES GOLD TRUST 5,924,001 $293M 3.41% 2.4% -
GLD US SPDR GOLD SHARES 982,798 $238M 2.77% -5.3% -
IVV US ISHARES CORE S&P 500 ETF 283,584 $167M 1.94% 31.6% -
IAGG US ISHARES INTL AGGREGATE BOND 2,557,308 $128M 1.48% 22.2% -
TIP US ISHARES TIPS BOND ETF 841,524 $90M 1.04% -4.8% -
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