Wealthsimple

Wealthsimple as of Dec. 31, 2021

Portfolio Holdings for Wealthsimple

Wealthsimple holds 37 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.4 $1.0B 4.2M 241.44
Ishares Msci Emerg Mrkt (EEMV) 28.9 $853M 14M 62.82
Ishares Msci Gbl Min Vol (ACWV) 20.6 $608M 5.6M 108.28
Ishares Tr Core Msci Eafe (IEFA) 14.9 $438M 5.9M 74.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $12M 114k 106.98
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.1 $3.9M 42k 91.36
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.8M 34k 80.90
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $2.4M 56k 42.14
Ishares Msci Cda Etf (EWC) 0.1 $1.5M 39k 38.44
Shopify Cl A (SHOP) 0.0 $1.4M 985.00 1377.66
Toronto Dominion Bk Ont Com New (TD) 0.0 $1.3M 17k 76.74
Rbc Cad (RY) 0.0 $1.0M 9.7k 106.23
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $983k 16k 62.04
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $888k 10k 87.91
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $855k 4.9k 173.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $717k 8.8k 81.21
Ishares Core Msci Emkt (IEMG) 0.0 $711k 12k 59.90
Bank of America Corporation (BAC) 0.0 $680k 15k 44.48
Coca-Cola Company (KO) 0.0 $613k 10k 59.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $602k 7.1k 84.81
Apple (AAPL) 0.0 $599k 3.4k 177.59
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $446k 6.7k 66.70
Etf Ser Solutions Vident Intl Eq (VIDI) 0.0 $439k 17k 26.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $402k 8.1k 49.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $379k 799.00 474.34
Unilever Spon Adr New (UL) 0.0 $342k 6.4k 53.86
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $321k 6.3k 51.03
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.0 $228k 3.8k 60.54
Bk Nova Cad (BNS) 0.0 $220k 3.1k 70.88
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $218k 3.2k 68.19
Cgi Cl A Sub Vtg (GIB) 0.0 $209k 2.4k 88.48
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $207k 2.3k 89.61
Bank Of Montreal Cadcom (BMO) 0.0 $206k 1.9k 107.74
Enbridge (ENB) 0.0 $188k 4.8k 39.17
Bce Com New (BCE) 0.0 $174k 3.3k 51.96
Nouveau Monde Graphite Com New (NMG) 0.0 $74k 11k 6.98
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $6.0k 17k 0.34