WealthNavi as of Dec. 31, 2019
Portfolio Holdings for WealthNavi
WealthNavi holds 7 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 33.4 | $613M | 3.7M | 163.62 | |
Vanguard Europe Pacific ETF (VEA) | 28.0 | $515M | 12M | 44.06 | |
iShares Lehman Aggregate Bond (AGG) | 13.3 | $245M | 2.2M | 112.37 | |
Vanguard Emerging Markets ETF (VWO) | 10.4 | $191M | 4.3M | 44.47 | |
SPDR Gold Trust (GLD) | 8.2 | $151M | 1.1M | 142.90 | |
iShares Dow Jones US Real Estate (IYR) | 4.9 | $91M | 974k | 93.08 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.8 | $33M | 280k | 116.57 |