WealthNavi Inc.
- SEC CIK
- 0001774552
- Latest filing
- Jul 23, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 18, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 8
- +1 vs. Q3 2022
- Portfolio value
- $5.35B
- +$601.2M (+12.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,707,294 | $1.86B | 34.7% | +567,444+6.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 37,148,031 | $1.56B | 29.2% | +227,517+0.6% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,082,440 | $686.9M | 12.9% | +324,431+4.8% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,821,930 | $577.8M | 10.8% | +861,812+6.2% | Added | – |
| GLDSPDR Gold Trust | ETF | 1,681,701 | $285.3M | 5.3% | −41,773−2.4% | Reduced | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,051,993 | $256.9M | 4.8% | +265,619+9.5% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 1,050,095 | $111.8M | 2.1% | +24,177+2.4% | Added | – |
| IAUiShares Gold Trust | ETF | 339,735 | $11.8M | 0.2% | +339,735 | New | History |