Wealthnavi Inc. Top Holdings and 13F Report (2024)

About Wealthnavi Inc.

Wealthnavi Inc. has $7.51 million in total holdings as of March 31, 2024.
Wealthnavi Inc. owns shares of 10 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 3.91% of the portfolio was purchased this quarter.
About 0.48% of the portfolio was sold this quarter.
This quarter, Wealthnavi Inc. has purchased 10 new stocks and bought additional shares in 7 stocks.
Wealthnavi Inc. sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Vanguard FTSE Developed Markets ETF: 1,591,333 shares (about $79.84K)
iShares Core International Aggregate Bond ETF: 903,974 shares (about $45.15K)
Vanguard FTSE Emerging Markets ETF: 974,505 shares (about $40.71K)
iShares Core U.S. Aggregate Bond ETF: 404,738 shares (about $39.64K)
iShares Gold Trust: 834,759 shares (about $35.07K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$2,742,304	$8,425 ▼	-0.3%	10,551,380	36.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,095,178	$79,837 ▲	4.0%	41,761,577	27.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$927,700	$39,640 ▲	4.5%	9,472,127	12.4%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$697,588	$40,705 ▲	6.2%	16,700,703	9.3%	ETF
IYR iShares U.S. Real Estate ETF	$371,619	$20,105 ▲	5.7%	4,133,691	4.9%	ETF
GLD SPDR Gold Shares	$270,159	$14,222 ▼	-5.0%	1,313,236	3.6%	Finance
IAU iShares Gold Trust	$220,528	$35,068 ▲	18.9%	5,249,427	2.9%	Finance
TIP iShares TIPS Bond ETF	$108,168	$13,035 ▼	-10.8%	1,007,055	1.4%	ETF
IAGG iShares Core International Aggregate Bond ETF	$45,160	$45,154 ▲	695,364.6%	904,104	0.6%	ETF
IVV iShares Core S&P 500 ETF	$33,145	$33,135 ▲	331,715.8%	63,045	0.4%	ETF