Wealthfront as of March 31, 2017
Portfolio Holdings for Wealthfront
Wealthfront holds 169 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Emerging Markets ETF (VWO) | 13.6 | $745M | 19M | 39.72 | |
Vanguard Europe Pacific ETF (VEA) | 13.3 | $730M | 19M | 39.30 | |
Vanguard Total Stock Market ETF (VTI) | 12.9 | $710M | 5.9M | 121.32 | |
Schwab International Equity ETF (SCHF) | 7.1 | $390M | 13M | 29.87 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 6.7 | $368M | 3.4M | 108.95 | |
Vanguard Dividend Appreciation ETF (VIG) | 6.1 | $338M | 3.8M | 89.94 | |
Schwab U S Broad Market ETF (SCHB) | 5.4 | $296M | 5.2M | 57.06 | |
Ishares Inc core msci emkt (IEMG) | 4.8 | $264M | 5.5M | 47.79 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 4.0 | $220M | 4.6M | 47.92 | |
Vanguard REIT ETF (VNQ) | 3.0 | $163M | 2.0M | 82.59 | |
Schwab Strategic Tr us dividend eq (SCHD) | 2.8 | $152M | 3.4M | 44.58 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.5 | $139M | 1.2M | 117.91 | |
Energy Select Sector SPDR (XLE) | 2.3 | $128M | 1.8M | 69.90 | |
Vanguard Extended Market ETF (VXF) | 2.0 | $110M | 1.1M | 99.89 | |
Vanguard Energy ETF (VDE) | 1.6 | $88M | 911k | 96.71 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 1.5 | $84M | 736k | 113.70 | |
Vanguard Small-Cap ETF (VB) | 1.2 | $66M | 494k | 133.28 | |
Facebook Inc cl a (META) | 0.7 | $41M | 286k | 142.05 | |
Vanguard S&p 500 Etf idx (VOO) | 0.6 | $33M | 154k | 216.35 | |
Apple (AAPL) | 0.5 | $27M | 189k | 143.66 | |
Vanguard Large-Cap ETF (VV) | 0.5 | $25M | 233k | 108.09 | |
Microsoft Corporation (MSFT) | 0.3 | $17M | 264k | 65.86 | |
Schwab Strategic Tr 0 (SCHP) | 0.3 | $16M | 293k | 55.53 | |
Amazon (AMZN) | 0.2 | $12M | 14k | 886.52 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.2 | $11M | 222k | 49.47 | |
Exxon Mobil Corporation (XOM) | 0.2 | $9.5M | 116k | 82.01 | |
Johnson & Johnson (JNJ) | 0.2 | $9.1M | 73k | 124.55 | |
At&t (T) | 0.2 | $9.4M | 226k | 41.55 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $8.7M | 99k | 87.84 | |
Bank of America Corporation (BAC) | 0.2 | $8.6M | 363k | 23.59 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $9.0M | 11k | 829.57 | |
Berkshire Hathaway (BRK.B) | 0.1 | $7.5M | 45k | 166.69 | |
General Electric Company | 0.1 | $7.8M | 263k | 29.80 | |
Procter & Gamble Company (PG) | 0.1 | $6.8M | 75k | 89.86 | |
Chevron Corporation (CVX) | 0.1 | $5.8M | 54k | 107.37 | |
UnitedHealth (UNH) | 0.1 | $5.9M | 36k | 164.02 | |
Citigroup (C) | 0.1 | $6.0M | 101k | 59.82 | |
Comcast Corporation (CMCSA) | 0.1 | $5.6M | 149k | 37.59 | |
Home Depot (HD) | 0.1 | $5.2M | 36k | 146.83 | |
Altria (MO) | 0.1 | $5.6M | 78k | 71.41 | |
Philip Morris International (PM) | 0.1 | $4.9M | 43k | 112.91 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.1 | $5.0M | 122k | 40.78 | |
0.1 | $5.0M | 333k | 14.95 | ||
Square Inc cl a (SQ) | 0.1 | $5.0M | 289k | 17.28 | |
Walt Disney Company (DIS) | 0.1 | $4.2M | 37k | 113.39 | |
Cisco Systems (CSCO) | 0.1 | $4.4M | 129k | 33.80 | |
Verizon Communications (VZ) | 0.1 | $4.5M | 93k | 48.75 | |
Pepsi (PEP) | 0.1 | $4.2M | 37k | 111.87 | |
Visa (V) | 0.1 | $4.5M | 51k | 88.87 | |
McDonald's Corporation (MCD) | 0.1 | $4.0M | 31k | 129.62 | |
Pfizer (PFE) | 0.1 | $3.8M | 112k | 34.21 | |
3M Company (MMM) | 0.1 | $3.6M | 19k | 191.35 | |
Merck & Co (MRK) | 0.1 | $3.8M | 59k | 63.54 | |
Oracle Corporation (ORCL) | 0.1 | $3.9M | 87k | 44.61 | |
Celgene Corporation | 0.1 | $4.1M | 33k | 124.44 | |
Wells Fargo & Company (WFC) | 0.1 | $3.4M | 60k | 55.67 | |
Intel Corporation (INTC) | 0.1 | $3.5M | 97k | 36.07 | |
Amgen (AMGN) | 0.1 | $3.4M | 21k | 164.06 | |
Honeywell International (HON) | 0.1 | $3.5M | 28k | 124.88 | |
Texas Instruments Incorporated (TXN) | 0.1 | $3.5M | 44k | 80.57 | |
Abbvie (ABBV) | 0.1 | $3.3M | 51k | 65.15 | |
MasterCard Incorporated (MA) | 0.1 | $2.9M | 26k | 112.46 | |
Costco Wholesale Corporation (COST) | 0.1 | $2.5M | 15k | 167.69 | |
Wal-Mart Stores (WMT) | 0.1 | $2.6M | 36k | 72.09 | |
Boeing Company (BA) | 0.1 | $2.5M | 14k | 176.83 | |
Morgan Stanley (MS) | 0.1 | $2.5M | 59k | 42.84 | |
Lockheed Martin Corporation (LMT) | 0.1 | $2.9M | 11k | 267.60 | |
Schlumberger (SLB) | 0.1 | $2.7M | 34k | 78.09 | |
MetLife (MET) | 0.1 | $2.5M | 48k | 52.83 | |
Time Warner | 0.0 | $2.2M | 23k | 97.70 | |
Coca-Cola Company (KO) | 0.0 | $2.3M | 54k | 42.43 | |
Eli Lilly & Co. (LLY) | 0.0 | $2.1M | 25k | 84.09 | |
NVIDIA Corporation (NVDA) | 0.0 | $2.2M | 21k | 108.91 | |
Union Pacific Corporation (UNP) | 0.0 | $2.4M | 23k | 105.91 | |
Dow Chemical Company | 0.0 | $2.1M | 33k | 63.54 | |
E.I. du Pont de Nemours & Company | 0.0 | $2.2M | 28k | 80.34 | |
Raytheon Company | 0.0 | $2.1M | 14k | 152.47 | |
International Business Machines (IBM) | 0.0 | $2.2M | 13k | 174.10 | |
Qualcomm (QCOM) | 0.0 | $2.4M | 42k | 57.35 | |
Starbucks Corporation (SBUX) | 0.0 | $2.1M | 36k | 58.38 | |
Accenture (ACN) | 0.0 | $2.0M | 17k | 119.85 | |
PowerShares Emerging Markets Sovere | 0.0 | $2.2M | 77k | 29.06 | |
U.S. Bancorp (USB) | 0.0 | $1.7M | 32k | 51.51 | |
American Express Company (AXP) | 0.0 | $1.7M | 22k | 79.11 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $1.7M | 37k | 47.23 | |
Caterpillar (CAT) | 0.0 | $1.6M | 18k | 92.78 | |
Abbott Laboratories (ABT) | 0.0 | $1.9M | 42k | 44.40 | |
United Parcel Service (UPS) | 0.0 | $1.6M | 15k | 107.29 | |
Reynolds American | 0.0 | $1.7M | 27k | 63.03 | |
Colgate-Palmolive Company (CL) | 0.0 | $1.7M | 23k | 73.17 | |
ConocoPhillips (COP) | 0.0 | $1.4M | 29k | 49.86 | |
Nextera Energy (NEE) | 0.0 | $1.5M | 12k | 128.40 | |
Nike (NKE) | 0.0 | $1.8M | 33k | 55.74 | |
United Technologies Corporation | 0.0 | $1.7M | 15k | 112.19 | |
Southern Company (SO) | 0.0 | $1.4M | 28k | 49.77 | |
Lowe's Companies (LOW) | 0.0 | $1.4M | 17k | 82.22 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $1.6M | 20k | 81.06 | |
Kinder Morgan (KMI) | 0.0 | $1.4M | 65k | 21.74 | |
Arista Networks (ANET) | 0.0 | $1.7M | 13k | 132.30 | |
Medtronic (MDT) | 0.0 | $1.7M | 21k | 80.57 | |
Kraft Heinz (KHC) | 0.0 | $1.4M | 15k | 90.80 | |
Paypal Holdings (PYPL) | 0.0 | $1.5M | 36k | 43.03 | |
Charles Schwab Corporation (SCHW) | 0.0 | $1.3M | 31k | 40.82 | |
CSX Corporation (CSX) | 0.0 | $889k | 19k | 46.57 | |
Bristol Myers Squibb (BMY) | 0.0 | $1.3M | 25k | 54.36 | |
Automatic Data Processing (ADP) | 0.0 | $1.2M | 11k | 102.42 | |
Emerson Electric (EMR) | 0.0 | $1.1M | 18k | 59.86 | |
CVS Caremark Corporation (CVS) | 0.0 | $897k | 11k | 78.48 | |
Allstate Corporation (ALL) | 0.0 | $1.3M | 16k | 81.49 | |
Capital One Financial (COF) | 0.0 | $1.1M | 12k | 86.70 | |
Halliburton Company (HAL) | 0.0 | $1.2M | 25k | 49.22 | |
Marsh & McLennan Companies (MMC) | 0.0 | $893k | 12k | 73.87 | |
Danaher Corporation (DHR) | 0.0 | $1.1M | 13k | 85.51 | |
Exelon Corporation (EXC) | 0.0 | $1.2M | 34k | 35.99 | |
TJX Companies (TJX) | 0.0 | $1.1M | 14k | 79.06 | |
Prudential Financial (PRU) | 0.0 | $1.2M | 11k | 106.65 | |
Applied Materials (AMAT) | 0.0 | $1.3M | 33k | 38.91 | |
American International (AIG) | 0.0 | $1.3M | 22k | 62.43 | |
Vanguard Value ETF (VTV) | 0.0 | $1.4M | 14k | 95.35 | |
General Motors Company (GM) | 0.0 | $1.2M | 35k | 35.36 | |
Duke Energy (DUK) | 0.0 | $1.3M | 15k | 82.03 | |
Mondelez Int (MDLZ) | 0.0 | $873k | 20k | 43.07 | |
Intercontinental Exchange (ICE) | 0.0 | $831k | 14k | 59.85 | |
Walgreen Boots Alliance (WBA) | 0.0 | $1.1M | 14k | 83.06 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $867k | 37k | 23.69 | |
Corning Incorporated (GLW) | 0.0 | $677k | 25k | 26.99 | |
Progressive Corporation (PGR) | 0.0 | $619k | 16k | 39.18 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $637k | 12k | 55.30 | |
Devon Energy Corporation (DVN) | 0.0 | $476k | 11k | 41.72 | |
Waste Management (WM) | 0.0 | $758k | 10k | 72.89 | |
Baxter International (BAX) | 0.0 | $600k | 12k | 51.87 | |
Archer Daniels Midland Company (ADM) | 0.0 | $468k | 10k | 46.01 | |
Host Hotels & Resorts (HST) | 0.0 | $332k | 18k | 18.65 | |
SYSCO Corporation (SYY) | 0.0 | $528k | 10k | 51.88 | |
Boston Scientific Corporation (BSX) | 0.0 | $664k | 27k | 24.86 | |
Regions Financial Corporation (RF) | 0.0 | $422k | 29k | 14.52 | |
Anadarko Petroleum Corporation | 0.0 | $778k | 13k | 61.99 | |
BB&T Corporation | 0.0 | $760k | 17k | 44.68 | |
eBay (EBAY) | 0.0 | $584k | 17k | 33.60 | |
Weyerhaeuser Company (WY) | 0.0 | $383k | 11k | 34.02 | |
Ford Motor Company (F) | 0.0 | $562k | 48k | 11.64 | |
Williams Companies (WMB) | 0.0 | $632k | 21k | 29.60 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $435k | 33k | 13.35 | |
Gilead Sciences (GILD) | 0.0 | $690k | 10k | 67.94 | |
Fifth Third Ban (FITB) | 0.0 | $441k | 17k | 25.38 | |
ConAgra Foods (CAG) | 0.0 | $439k | 11k | 40.37 | |
PPL Corporation (PPL) | 0.0 | $416k | 11k | 37.42 | |
Public Service Enterprise (PEG) | 0.0 | $452k | 10k | 44.36 | |
Xcel Energy (XEL) | 0.0 | $568k | 13k | 44.45 | |
Marathon Oil Corporation (MRO) | 0.0 | $293k | 19k | 15.82 | |
Delta Air Lines (DAL) | 0.0 | $501k | 11k | 45.97 | |
Yahoo! | 0.0 | $806k | 17k | 46.40 | |
Advanced Micro Devices (AMD) | 0.0 | $290k | 20k | 14.54 | |
Micron Technology (MU) | 0.0 | $824k | 29k | 28.90 | |
Key (KEY) | 0.0 | $401k | 23k | 17.77 | |
CenterPoint Energy (CNP) | 0.0 | $299k | 11k | 27.53 | |
Southwest Airlines (LUV) | 0.0 | $720k | 13k | 53.76 | |
Marathon Petroleum Corp (MPC) | 0.0 | $679k | 13k | 50.52 | |
Yelp Inc cl a (YELP) | 0.0 | $542k | 17k | 32.75 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $745k | 14k | 53.39 | |
Twenty-first Century Fox | 0.0 | $745k | 23k | 32.41 | |
Fox News | 0.0 | $373k | 12k | 31.76 | |
American Airls (AAL) | 0.0 | $505k | 12k | 42.27 | |
Citizens Financial (CFG) | 0.0 | $357k | 10k | 34.56 | |
Synchrony Financial (SYF) | 0.0 | $422k | 12k | 34.27 | |
Hp (HPQ) | 0.0 | $491k | 27k | 17.89 | |
Vaneck Vectors Etf Tr amt free long mu (MLN) | 0.0 | $502k | 26k | 19.56 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $274k | 21k | 13.39 | |
Western Union Company (WU) | 0.0 | $226k | 11k | 20.39 |