WealthNavi as of March 31, 2026
Portfolio Holdings for WealthNavi
WealthNavi holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 36.0 | $4.1B | 13M | 320.81 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 27.5 | $3.2B | 50M | 64.08 | |
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 9.9 | $1.1B | 12M | 99.27 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 7.5 | $870M | 16M | 54.05 | |
| Ishares Gold Trust Etf (IAU) | 5.3 | $610M | 6.9M | 88.16 | |
| Ishares U.s. Real Estate Etf Etf (IYR) | 4.9 | $568M | 6.0M | 94.56 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 3.6 | $419M | 641k | 653.21 | |
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 2.6 | $303M | 6.0M | 50.04 | |
| Spdr Gold Shares Etf (GLD) | 1.9 | $223M | 518k | 430.29 | |
| Ishares Tips Bond Etf Etf (TIP) | 0.6 | $72M | 655k | 110.36 | |
| SPDR Gold MiniShares Trust Etf (GLDM) | 0.1 | $9.1M | 98k | 92.69 |
