WealthNavi as of Sept. 30, 2019
Portfolio Holdings for WealthNavi
WealthNavi holds 7 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 33.2 | $533M | 3.5M | 151.00 | |
Vanguard Europe Pacific ETF (VEA) | 28.2 | $453M | 11M | 41.08 | |
iShares Lehman Aggregate Bond (AGG) | 13.4 | $215M | 1.9M | 113.17 | |
Vanguard Emerging Markets ETF (VWO) | 10.1 | $162M | 4.0M | 40.26 | |
SPDR Gold Trust (GLD) | 8.3 | $133M | 960k | 138.87 | |
iShares Dow Jones US Real Estate (IYR) | 5.1 | $82M | 873k | 93.54 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.7 | $27M | 236k | 116.29 |