WA

Wealthfront Advisers LLC

13F
Wealthfront Advisers LLC
Last update 2024-11-13 909 Stocks (48 new)
Value $32.53 Bil Turnover 10 %
Countries:
Top Holdings: VTI(13.19%)VEA(8.97%)IEMG(6.69%)SCHF(6.40%)VWO(6.20%)
Summary Stock Picks Current Portfolio
Wealthfront Advisers LLC Top Holdings of 2024-09-30 View Full List
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
15,151,563
4,290,316.6
+1.31%
13.190
+0.17%
1.070
+10.98%
+28.63%
436,219.4
 
VEA 		Vanguard FTSE Developed Markets ETF
55,237,104
2,917,071.5
+2.30%
8.970
+0.20%
2.020
-0.51%
+7.54%
137,114.1
 
IEMG 		iShares Core MSCI Emerging Markets ETF
37,914,408
2,176,666.2
+2.33%
6.690
+0.15%
2.550
+3.90%
+10.30%
82,231.0
 
SCHF 		Schwab International Equity ETF
101,250,614
2,081,712.6
+102.71%
6.400
+3.24%
2.440
-0.73%
+7.52%
41,479.0
 
VWO 		Vanguard FTSE Emerging Markets ETF
42,150,169
2,016,885.6
+3.40%
6.200
+0.20%
2.530
+6.51%
+14.50%
82,982.4
 
VTEB 		Vanguard Tax-Exempt Bond ETF
31,548,822
1,612,775.8
+5.24%
4.960
+0.25%
4.720
+0.42%
+2.38%
35,013.6
 
SCHB 		Schwab U.S. Broad Market ETF
61,800,966
1,370,333.4
+191.92%
4.210
+2.77%
1.450
+11.41%
+29.84%
33,600.3
 
VIG 		Vanguard Dividend Appreciation FTF
6,823,204
1,351,403.8
+1.23%
4.150
+0.05%
1.690
+4.66%
+19.82%
84,214.0
 
MUB 		iShares National Muni Bond ETF
9,740,431
1,058,103.0
+4.72%
3.250
+0.15%
2.620
+0.51%
+2.47%
41,296.8
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
8,330,478
1,046,474.7
+20.29%
3.220
+0.54%
1.690
+11.13%
+28.62%
66,707.2
 

Wealthfront Advisers LLC's Historical Top Holdings Breakdowns

Wealthfront Advisers LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MUB 		iShares National Muni Bond ETF2023-09-30Add
+3.35%
●
102.54 ($105.48) 107.39
$107.97
2.36%
Add 719.65%
8,621,111
7,569,304
SCHF 		Schwab International Equity ETF2024-09-30Add
+3.24%
●
18.49 ($19.77) 20.77
$19.70
-0.33%
Add 102.71%
101,250,614
25,651,126
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+2.77%
●
19.98 ($21.35) 22.17
$23.58
10.44%
Add 191.92%
61,800,966
13,543,440
VTEB 		Vanguard Tax-Exempt Bond ETF2023-09-30Reduce
-2.59%
●
48.03 ($49.54) 50.5
$50.77
2.49%
Reduce -38.37%
19,545,719
-12,167,683
VTEB 		Vanguard Tax-Exempt Bond ETF2022-12-31Reduce
-1.91%
●
47.1 ($48.58) 49.84
$50.77
4.52%
Reduce -21%
28,033,482
-7,451,045
TFI 		SPDR Nuveen Bloomberg Municipal Bond ETF2022-12-31Add
+1.66%
●
43.17 ($44.69) 46.08
$46.45
3.94%
Add 176.15%
11,806,214
7,530,960
VTEB 		Vanguard Tax-Exempt Bond ETF2023-06-30Add
+1.27%
●
49.16 ($49.9) 50.59
$50.77
1.75%
Add 23.19%
31,713,402
5,970,904
TFI 		SPDR Nuveen Bloomberg Municipal Bond ETF2023-12-31Reduce
-1.18%
●
43.05 ($44.85) 47.12
$46.45
3.57%
Reduce -99.66%
21,304
-6,269,119
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2023-03-31Add
+1.16%
●
83.78 ($88.46) 92.77
$134.16
51.66%
Add 112465.17%
2,811,878
2,809,380
SCHB 		Schwab U.S. Broad Market ETF2023-03-31Reduce
-1.13%
●
44.3 ($46.75) 49.04
$23.58
-49.56%
Reduce -16.8%
25,870,301
-5,224,245

Wealthfront Advisers LLC Total Holding History ($B)

To

Wealthfront Advisers LLC's Asset Allocation

To

Wealthfront Advisers LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealthfront Advisers LLC's Hypothetical Growth since 2024-09-30

Wealthfront Advisers LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealthfront Advisers LLC's Holdings Heat Map

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Wealthfront Advisers LLC's Holdings Bubble Chart

Wealthfront Advisers LLC News

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