WealthNavi Inc.
- SEC CIK
- 0001774552
- Latest filing
- Jul 23, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 8
- 0 vs. Q4 2022
- Portfolio value
- $5.87B
- +$522.2M (+9.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,118,479 | $2.07B | 35.2% | +411,185+4.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 37,416,633 | $1.69B | 28.8% | +268,602+0.7% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,548,645 | $752.1M | 12.8% | +466,205+6.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,601,022 | $630.3M | 10.7% | +779,092+5.3% | Added | – |
| GLDSPDR Gold Trust | ETF | 1,582,922 | $290.0M | 4.9% | −98,779−5.9% | Reduced | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,376,754 | $286.7M | 4.9% | +324,761+10.6% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 1,092,178 | $120.4M | 2.1% | +42,083+4.0% | Added | – |
| IAUiShares Gold Trust | ETF | 878,781 | $32.8M | 0.6% | +539,046+158.7% | Added | History |