WealthNavi as of June 30, 2023
Portfolio Holdings for WealthNavi
WealthNavi holds 8 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 36.9 | $2.3B | 10M | 220.28 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 28.0 | $1.7B | 37M | 46.18 | |
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 12.6 | $773M | 7.9M | 97.95 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 9.9 | $609M | 15M | 40.68 | |
| Ishares U.s. Real Estate Etf Etf (IYR) | 4.9 | $302M | 3.5M | 86.54 | |
| Spdr Gold Shares Etf (GLD) | 4.3 | $267M | 1.5M | 178.27 | |
| Ishares Tips Bond Etf Etf (TIP) | 2.0 | $125M | 1.2M | 107.62 | |
| Ishares Gold Tr Etf (IAU) | 1.4 | $85M | 2.3M | 36.39 |
