WealthNavi as of March 31, 2019
Portfolio Holdings for WealthNavi
WealthNavi holds 7 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 33.1 | $415M | 2.9M | 144.71 | |
Vanguard Europe Pacific ETF (VEA) | 29.0 | $364M | 8.9M | 40.87 | |
iShares Lehman Aggregate Bond (AGG) | 12.2 | $152M | 1.4M | 109.07 | |
Vanguard Emerging Markets ETF (VWO) | 11.7 | $147M | 3.4M | 42.50 | |
SPDR Gold Trust (GLD) | 7.6 | $95M | 777k | 122.01 | |
iShares Dow Jones US Real Estate (IYR) | 5.1 | $64M | 736k | 87.04 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.4 | $17M | 154k | 113.07 |