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Home > Institutional Investor > Wealthnavi Inc. > Profile

Instuitional Investor - Wealthnavi Inc.

Fund Profile
Filing Period:
Fund Name: Wealthnavi Inc.
Portfolio Value $11,537,561
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf - ETF
 12,935,073 $4,149,701 35.97%
2.
Vanguard Ftse Developed Markets Etf - ETF
 49,481,329 $3,170,764 27.48%
3.
Ishares Trust
 IEF 11,513,352 $1,142,930 9.91%
4.
Vanguard Intl Equity Index Funds
 VWO 16,101,944 $870,310 7.54%
5.
Ishares Trust
 IAU 6,921,771 $610,223 5.29%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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