Wealthsimple US

Wealthsimple US as of Dec. 31, 2020

Portfolio Holdings for Wealthsimple US

Wealthsimple US holds 24 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Intl Stk Etf (VSGX) 15.9 $29M 489k 59.27
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 13.4 $25M 543k 45.13
Vanguard World Esg Us Stk Etf (ESGV) 13.0 $24M 338k 70.17
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 10.0 $18M 206k 88.62
Vanguard Index Fds Total Stk Mkt (VTI) 9.6 $18M 90k 194.64
Ishares Tr Core Msci Intl (IDEV) 8.7 $16M 258k 61.63
Ishares Msci Gbl Min Vol (ACWV) 5.9 $11M 112k 96.91
Ishares Msci Emerg Mrkt (EEMV) 5.8 $11M 173k 61.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.2 $7.7M 93k 83.25
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.3 $6.0M 98k 61.60
Ishares Tr Esg Awre 1 5 Yr (SUSB) 3.0 $5.5M 209k 26.18
World Gold Tr Spdr Gld Minis 2.2 $4.1M 216k 18.94
Ishares Tr Shrt Nat Mun Etf (SUB) 2.2 $4.0M 37k 108.11
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $1.7M 48k 36.01
Square Cl A (SQ) 0.4 $706k 3.2k 217.57
Amazon (AMZN) 0.3 $505k 155.00 3258.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $405k 4.5k 90.99
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $297k 1.3k 233.12
Johnson & Johnson (JNJ) 0.1 $274k 1.7k 157.20
Adobe Systems Incorporated (ADBE) 0.1 $243k 487.00 498.97
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $236k 2.2k 108.86
Procter & Gamble Company (PG) 0.1 $235k 1.7k 139.38
Novartis Sponsored Adr (NVS) 0.1 $234k 2.5k 94.24
Apple (AAPL) 0.1 $230k 1.7k 132.95