Wealthsimple US

Wealthsimple US as of March 31, 2020

Portfolio Holdings for Wealthsimple US

Wealthsimple US holds 29 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Esg International Stock Etf etf (VSGX) 14.3 $16M 396k 41.15
Vanguard Esg U.s. Stock Etf etf (ESGV) 11.8 $13M 293k 45.79
PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) 10.5 $12M 153k 77.85
SPDR Barclays Capital Long Term Tr (SPTL) 10.5 $12M 252k 47.24
Vanguard Total Stock Market ETF (VTI) 7.6 $8.6M 67k 128.92
Ishares Tr core msci intl (IDEV) 7.1 $8.1M 183k 44.31
Spdr Ser Tr 1 3 hgh yield (BIL) 6.3 $7.2M 79k 91.63
iShares S&P Natl AMTFr Mncpl Bd (MUB) 5.3 $6.0M 53k 113.01
Ishares Inc ctr wld minvl (ACWV) 5.2 $5.9M 74k 80.34
Ishares Inc em mkt min vol (EEMV) 5.1 $5.8M 123k 46.92
Schwab Strategic Tr intrm trm (SCHR) 2.5 $2.8M 48k 58.77
Vanguard Total Bond Market ETF (BND) 2.1 $2.4M 28k 85.35
Ishares Tr msci lw crb tg (CRBN) 1.6 $1.8M 18k 102.28
Ishares Trust Barclays (GNMA) 1.5 $1.7M 33k 51.46
Schwab International Equity ETF (SCHF) 1.4 $1.6M 60k 25.85
iShares Lehman 1-3 Year Treas.Bond (SHY) 1.2 $1.3M 15k 86.65
iShares Lehman Short Treasury Bond (SHV) 1.2 $1.3M 12k 110.98
iShares S&P 1500 Index Fund (ITOT) 1.0 $1.2M 20k 57.20
Invesco Taxable Municipal Bond otr (BAB) 1.0 $1.1M 36k 30.90
Spdr S&p 500 Etf (SPY) 0.4 $498k 1.9k 257.63
Spdr Ser Tr ssga gnder etf (SHE) 0.4 $489k 8.3k 59.04
iShares FTSE KLD 400 Social Idx (DSI) 0.4 $444k 4.6k 97.50
Invesco Cleantech (ERTH) 0.4 $400k 11k 37.62
Amazon (AMZN) 0.3 $353k 181.00 1950.28
Square Inc cl a (SQ) 0.3 $303k 5.8k 52.42
Johnson & Johnson (JNJ) 0.3 $285k 2.2k 131.28
Apple (AAPL) 0.2 $246k 969.00 253.87
Procter & Gamble Company (PG) 0.2 $246k 2.2k 110.17
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $219k 1.0k 219.00