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Home > Institutional Investor > Wealthnavi Inc. > Profile

Instuitional Investor - Wealthnavi Inc.

Fund Profile
Filing Period:
Fund Name: Wealthnavi Inc.
Portfolio Value $8,601,800
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf - ETF
 11,111,500 $3,220,224 37.43%
2.
Vanguard Ftse Developed Markets Etf - ETF
 49,426,996 $2,363,599 27.47%
3.
Ishares Trust
 IEF 10,070,637 $975,845 11.34%
4.
Vanguard Intl Equity Index Funds
 VWO 16,165,516 $711,929 8.27%
5.
Ishares Trust
 IEF 4,456,004 $414,676 4.82%
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)