WealthNavi as of March 31, 2020
Portfolio Holdings for WealthNavi
WealthNavi holds 7 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 32.6 | $586M | 4.5M | 128.91 | |
| Vanguard Europe Pacific ETF (VEA) | 27.5 | $495M | 15M | 33.34 | |
| iShares Lehman Aggregate Bond (AGG) | 14.2 | $256M | 2.2M | 115.37 | |
| Vanguard Emerging Markets ETF (VWO) | 10.4 | $187M | 5.6M | 33.55 | |
| SPDR Gold Trust (GLD) | 8.5 | $154M | 1.0M | 148.05 | |
| iShares Dow Jones US Real Estate (IYR) | 4.6 | $83M | 1.2M | 69.57 | |
| iShares Barclays TIPS Bond Fund (TIP) | 2.1 | $38M | 322k | 117.92 |
