WealthNavi as of Dec. 31, 2024
Portfolio Holdings for WealthNavi
WealthNavi holds 10 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 37.4 | $3.2B | 11M | 289.81 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 27.5 | $2.4B | 49M | 47.82 | |
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 11.3 | $976M | 10M | 96.90 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 8.3 | $712M | 16M | 44.04 | |
| Ishares U.s. Real Estate Etf Etf (IYR) | 4.8 | $415M | 4.5M | 93.06 | |
| Ishares Gold Trust Etf (IAU) | 3.4 | $293M | 5.9M | 49.51 | |
| Spdr Gold Shares Etf (GLD) | 2.8 | $238M | 983k | 242.13 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 1.9 | $167M | 284k | 588.68 | |
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 1.5 | $128M | 2.6M | 49.92 | |
| Ishares Tips Bond Etf Etf (TIP) | 1.0 | $90M | 842k | 106.55 |
