Wealthsimple US as of Sept. 30, 2020
Portfolio Holdings for Wealthsimple US
Wealthsimple US holds 19 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard World Esg Intl Stk Etf (VSGX) | 16.0 | $24M | 464k | 51.60 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 13.7 | $21M | 439k | 46.74 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 13.5 | $20M | 329k | 61.81 | |
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 10.3 | $16M | 178k | 87.51 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.6 | $15M | 85k | 170.32 | |
| Ishares Tr Core Msci Intl (IDEV) | 8.5 | $13M | 237k | 53.96 | |
| Ishares Msci Gbl Min Vol (ACWV) | 6.0 | $8.9M | 97k | 91.91 | |
| Ishares Msci Emerg Mrkt (EEMV) | 5.8 | $8.7M | 157k | 55.18 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.3 | $6.4M | 77k | 82.84 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.1 | $6.1M | 98k | 62.09 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 3.1 | $4.7M | 178k | 26.11 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.7 | $4.1M | 38k | 108.09 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $1.5M | 49k | 31.40 | |
| Amazon (AMZN) | 0.4 | $551k | 175.00 | 3148.57 | |
| Square Cl A (SQ) | 0.4 | $527k | 3.2k | 162.40 | |
| Apple (AAPL) | 0.3 | $378k | 3.3k | 115.84 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $345k | 4.3k | 80.72 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $258k | 879.00 | 293.52 | |
| Johnson & Johnson (JNJ) | 0.1 | $215k | 1.4k | 149.10 |
