WealthNavi as of March 31, 2025
Portfolio Holdings for WealthNavi
WealthNavi holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 35.0 | $3.1B | 12M | 274.84 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 28.2 | $2.5B | 50M | 50.83 | |
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 11.4 | $1.0B | 10M | 98.92 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 8.5 | $761M | 17M | 45.26 | |
| Ishares U.s. Real Estate Etf Etf (IYR) | 5.0 | $450M | 4.7M | 95.75 | |
| Ishares Gold Trust Etf (IAU) | 4.0 | $357M | 6.0M | 58.96 | |
| Spdr Gold Shares Etf (GLD) | 2.8 | $254M | 881k | 288.14 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 2.3 | $204M | 363k | 561.90 | |
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 1.9 | $170M | 3.4M | 49.99 | |
| Ishares Tips Bond Etf Etf (TIP) | 1.0 | $89M | 798k | 111.09 |
