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Home > Institutional Investor > Wealthnavi Inc. > Profile

Instuitional Investor - Wealthnavi Inc.

Fund Profile
Filing Period:
Fund Name: Wealthnavi Inc.
Portfolio Value $8,986,970
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf - ETF
 11,457,212 $3,148,900 35.04%
2.
Vanguard Ftse Developed Markets Etf - ETF
 49,789,539 $2,530,802 28.16%
3.
Ishares Trust
 IEF 10,341,692 $1,023,000 11.38%
4.
Vanguard Intl Equity Index Funds
 VWO 16,822,932 $761,406 8.47%
5.
Ishares Trust
 IEF 4,696,857 $449,724 5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)