WI
| |
WealthNavi Inc.13F | |
| WealthNavi Inc. | |
| Last update 2025-04-14 | 10 Stocks (0 new) |
| Value $8.99 Bil | Turnover 3 % |
WealthNavi Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 11,457,212 | 3,148,900.0 | +3.11% | 35.040 | +1.06% | 0.610 | +20.23% | +7.17% | 474,099.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 49,789,539 | 2,530,800.0 | +0.73% | 28.160 | +0.21% | 1.630 | +20.07% | +21.30% | 158,454.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 10,341,692 | 1,023,000.0 | +2.69% | 11.380 | +0.30% | 0.820 | +2.25% | +3.50% | 128,110.1 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 16,822,932 | 761,410.0 | +4.07% | 8.470 | +0.33% | 0.890 | +18.69% | +13.15% | 84,707.8 | ||
IYR | iShares U.S. Real Estate ETF | 4,696,857 | 449,720.0 | +5.41% | 5.000 | +0.26% | 12.460 | +10.42% | +4.00% | 3,846.2 | ||
IAU | iShares Gold Trust | 6,049,600 | 356,680.0 | +2.12% | 3.970 | +0.08% | 0.830 | +4.51% | +26.25% | 47,090.6 | ||
GLD | SPDR Gold Shares ETF | 880,806 | 253,800.0 | -10.38% | 2.820 | -0.29% | 0.270 | +4.45% | +26.11% | 101,716.9 | ||
IVV | iShares Core S&P 500 ETF | 362,456 | 203,660.0 | +27.81% | 2.270 | +0.49% | 0.030 | +19.69% | +7.49% | 624,457.5 | ||
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 3,408,794 | 170,410.0 | +33.30% | 1.900 | +0.47% | 2.530 | +1.42% | +1.99% | 10,406.7 | ||
TIP | iShares TIPS Bond ETF | 797,453 | 88,590.0 | -5.24% | 0.990 | -0.05% | 0.600 | +2.49% | +4.48% | 13,963.1 |
WealthNavi Inc.'s Historical Top Holdings Breakdowns
WealthNavi Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +1.06% | 271.18 ($290.53) 303.12 | $308.52 | 6.19% | Add 3.11% | 11,457,212 | 345,712 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.49% | 554.06 ($590.51) 615.85 | $628.86 | 6.49% | Add 27.81% | 362,456 | 78,872 | |
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 2025-03-31 | Add Add | +0.47% | 49.42 ($49.98) 50.43 | $50.91 | 1.87% | Add 33.3% | 3,408,794 | 851,486 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.33% | 42.5 ($45.01) 46.71 | $49.66 | 10.32% | Add 4.07% | 16,822,932 | 657,416 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.30% | 95.85 ($97.76) 99.25 | $98.35 | 0.60% | Add 2.69% | 10,341,692 | 271,055 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.29% | 243.19 ($264.45) 288.14 | $305.42 | 15.49% | Reduce -10.38% | 880,806 | -101,992 | |
IYR | iShares U.S. Real Estate ETF | 2025-03-31 | Add Add | +0.26% | 89.49 ($95.12) 98.98 | $95.92 | 0.84% | Add 5.41% | 4,696,857 | 240,853 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.21% | 47.4 ($50.6) 52.99 | $57.26 | 13.17% | Add 0.73% | 49,789,539 | 362,543 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.08% | 49.74 ($54.09) 58.96 | $62.51 | 15.56% | Add 2.12% | 6,049,600 | 125,599 | |
TIP | iShares TIPS Bond ETF | 2025-03-31 | Reduce Reduce | -0.05% | 106.22 ($108.63) 111.09 | $109.42 | 0.73% | Reduce -5.24% | 797,453 | -44,071 |
WealthNavi Inc. Total Holding History ($B)
WealthNavi Inc.'s Asset Allocation
WealthNavi Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WealthNavi Inc.'s Hypothetical Growth since 2025-03-31
WealthNavi Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WealthNavi Inc.'s Holdings Heat Map
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WealthNavi Inc.'s Holdings Bubble Chart
WealthNavi Inc. News
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