WealthNavi as of Dec. 31, 2025
Portfolio Holdings for WealthNavi
WealthNavi holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 36.7 | $4.2B | 12M | 335.27 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 27.3 | $3.1B | 50M | 62.47 | |
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 9.8 | $1.1B | 11M | 99.88 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 7.5 | $853M | 16M | 53.76 | |
| Ishares Gold Trust Etf (IAU) | 5.1 | $575M | 7.1M | 81.17 | |
| Ishares U.s. Real Estate Etf Etf (IYR) | 4.8 | $548M | 5.8M | 93.89 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 3.4 | $386M | 563k | 684.94 | |
| Spdr Gold Shares Etf (GLD) | 2.3 | $261M | 658k | 396.31 | |
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 2.2 | $252M | 5.0M | 50.01 | |
| Ishares Tips Bond Etf Etf (TIP) | 0.7 | $76M | 693k | 109.91 |
