WealthNavi as of March 31, 2023
Portfolio Holdings for WealthNavi
WealthNavi holds 8 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 35.2 | $2.1B | 10M | 204.10 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 28.8 | $1.7B | 37M | 45.17 | |
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 12.8 | $752M | 7.5M | 99.64 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 10.7 | $630M | 16M | 40.40 | |
| Spdr Gold Shares Etf (GLD) | 4.9 | $290M | 1.6M | 183.22 | |
| Ishares U.s. Real Estate Etf Etf (IYR) | 4.9 | $287M | 3.4M | 84.90 | |
| Ishares Tips Bond Etf Etf (TIP) | 2.1 | $120M | 1.1M | 110.25 | |
| Ishares Gold Tr Etf (IAU) | 0.6 | $33M | 879k | 37.37 |
