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Home > Institutional Investor > Wealthnavi Inc. > Profile

Instuitional Investor - Wealthnavi Inc.

Fund Profile
Filing Period:
Fund Name: Wealthnavi Inc.
Portfolio Value $6,896,426
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf
 10,583,798 $2,510,689 36.4%
2.
Vanguard Ftse Developed Markets Etf
 40,170,244 $1,924,155 27.9%
3.
Ishares Trust
 IEF 9,067,389 $899,938 13.04%
4.
Vanguard Intl Equity Index Funds
 VWO 15,726,198 $646,347 9.37%
5.
Ishares Trust
 IEF 3,910,049 $357,418 5.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)