WealthNavi as of March 31, 2021
Portfolio Holdings for WealthNavi
WealthNavi holds 7 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market Etf Etf (VTI) | 33.7 | $1.2B | 5.9M | 206.69 | |
Vanguard Ftse Developed Markets Etf Etf (VEA) | 28.0 | $1.0B | 21M | 49.11 | |
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 13.0 | $472M | 4.1M | 113.83 | |
Vanguard Ftse Emerging Markets Etf Etf (VWO) | 11.1 | $404M | 7.8M | 52.05 | |
Spdr Gold Shares Etf (GLD) | 7.4 | $268M | 1.7M | 159.96 | |
Ishares U.s. Real Estate Etf Etf (IYR) | 5.1 | $187M | 2.0M | 91.94 | |
Ishares Tips Bond Etf Etf (TIP) | 1.7 | $62M | 497k | 125.50 |