Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/21 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 762
- 較 2021 年第 3 季 +73
- 總值
- $236.5 億
- 較 2021 年第 3 季 +$20.7 億 (+9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,251,507 | $29.6 億 | 12.5% | +56,407+0.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,237,799 | $29.2 億 | 12.4% | −1,799,785−3.0% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 42,500,202 | $21.0 億 | 8.9% | −1,534,802−3.5% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 42,683,866 | $16.6 億 | 7.0% | +4,054,026+10.5% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 14,522,602 | $16.4 億 | 6.9% | +1,688,244+13.2% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,739,198 | $15.8 億 | 6.7% | −2,575,947−8.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,515,123 | $12.9 億 | 5.4% | +4,962,514+30.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,718,085 | $9.82 億 | 4.2% | −264,019−4.4% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,028,826 | $8.91 億 | 3.8% | +1,112,612+11.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,795,850 | $6.72 億 | 2.8% | −66,155−1.1% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 12,395,847 | $6.41 億 | 2.7% | +4,821,492+63.7% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,612,643 | $6.11 億 | 2.6% | +320,828+7.5% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,074,584 | $5.62 億 | 2.4% | −410,749−11.8% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,271,329 | $4.66 億 | 2.0% | +298,344+7.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,207,583 | $2.73 億 | 1.2% | +119,243+11.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 1,182,365 | $2.10 億 | 0.9% | +103,278+9.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 619,675 | $2.08 億 | 0.9% | +27,482+4.6% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 907,289 | $2.01 億 | 0.8% | +232,469+34.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 369,355 | $1.61 億 | 0.7% | +24,762+7.2% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 1,529,401 | $1.19 億 | 0.5% | −50,951−3.2% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,045,403 | $1.14 億 | 0.5% | −127,138−5.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 29,528 | $9,846 萬 | 0.4% | +1,050+3.7% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 998,114 | $8,459 萬 | 0.4% | −29,667−2.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 276,579 | $8,134 萬 | 0.3% | +7,953+3.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,257 | $5,869 萬 | 0.2% | +606+3.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 53,964 | $5,703 萬 | 0.2% | +11,852+28.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 161,424 | $5,430 萬 | 0.2% | −6,343−3.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 18,648 | $5,396 萬 | 0.2% | +484+2.7% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 440,186 | $4,750 萬 | 0.2% | +206,556+88.4% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 614,262 | $3,863 萬 | 0.2% | +177,745+40.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 72,263 | $3,629 萬 | 0.2% | +4,768+7.1% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 408,239 | $3,588 萬 | 0.2% | +285,776+233.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 83,665 | $3,472 萬 | 0.1% | +6,514+8.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 204,126 | $3,232 萬 | 0.1% | +5,206+2.6% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 587,299 | $3,019 萬 | 0.1% | +98,905+20.3% | 加碼 | – |
| BACBank of America Corp | Stock | 670,914 | $2,985 萬 | 0.1% | +120,845+22.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 179,144 | $2,930 萬 | 0.1% | +8,955+5.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 46,908 | $2,826 萬 | 0.1% | −57−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 93,710 | $2,802 萬 | 0.1% | +6,516+7.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 429,565 | $2,537 萬 | 0.1% | +132,478+44.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 148,212 | $2,536 萬 | 0.1% | +14,541+10.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 43,836 | $2,489 萬 | 0.1% | +1,247+2.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 43,134 | $2,446 萬 | 0.1% | −289−0.7% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 298,548 | $2,372 萬 | 0.1% | +156,734+110.5% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 35,267 | $2,353 萬 | 0.1% | +5,500+18.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 64,411 | $2,314 萬 | 0.1% | +8,038+14.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 104,860 | $2,272 萬 | 0.1% | −2,377−2.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 54,538 | $2,261 萬 | 0.1% | +3,349+6.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 114,341 | $2,156 萬 | 0.1% | +5,307+4.9% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 502,022 | $1,996 萬 | 0.1% | +253,068+101.7% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 141,362 | $1,990 萬 | 0.1% | +21,778+18.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 60,309 | $1,984 萬 | 0.1% | +5,468+10.0% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 209,875 | $1,947 萬 | 0.1% | −30,594−12.7% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 28,945 | $1,926 萬 | 0.1% | +9,839+51.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 68,509 | $1,892 萬 | 0.1% | +8,217+13.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 302,873 | $1,853 萬 | 0.1% | +66,169+28.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 198,323 | $1,852 萬 | 0.1% | +17,783+9.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 117,539 | $1,821 萬 | 0.1% | +15,798+15.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 154,153 | $1,793 萬 | 0.1% | −2,605−1.7% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 102,872 | $1,787 萬 | 0.1% | +15,182+17.3% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 393,751 | $1,735 萬 | 0.1% | +15,669+4.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 128,015 | $1,733 萬 | 0.1% | +10,538+9.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 63,415 | $1,700 萬 | 0.1% | +3,636+6.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 61,568 | $1,591 萬 | 0.1% | +6,140+11.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 134,438 | $1,578 萬 | 0.1% | +23,995+21.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 93,075 | $1,551 萬 | 0.1% | +23,128+33.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 84,555 | $1,546 萬 | 0.1% | +5,334+6.7% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 566,535 | $1,546 萬 | 0.1% | +309,447+120.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 105,136 | $1,513 萬 | 0.1% | +23,101+28.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 77,437 | $1,459 萬 | 0.1% | −2,588−3.2% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 279,162 | $1,451 萬 | 0.1% | +26,180+10.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 99,831 | $1,444 萬 | 0.1% | +5,414+5.7% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 163,537 | $1,433 萬 | 0.1% | −22,286−12.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 292,422 | $1,403 萬 | 0.1% | +61,306+26.5% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 265,068 | $1,397 萬 | 0.1% | +11,672+4.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 214,086 | $1,357 萬 | 0.1% | +36,101+20.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 51,827 | $1,317 萬 | 0.1% | −3,800−6.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 51,429 | $1,296 萬 | 0.1% | +10,050+24.3% | 加碼 | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 413,801 | $1,282 萬 | 0.1% | +310,888+302.1% | 加碼 | – |
| MSMorgan Stanley | Stock | 129,542 | $1,272 萬 | 0.1% | +5,717+4.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 19,423 | $1,249 萬 | 0.1% | +3,287+20.4% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 77,685 | $1,241 萬 | 0.1% | +4,309+5.9% | 加碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 383,172 | $1,237 萬 | 0.1% | +309,340+419.0% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 77,670 | $1,222 萬 | 0.1% | +17,926+30.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 205,376 | $1,216 萬 | 0.1% | +12,660+6.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 31,785 | $1,216 萬 | 0.1% | +2,456+8.4% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 127,946 | $1,210 萬 | 0.1% | −16,189−11.2% | 減碼 | – |
| TAT&T Inc. | Stock | 485,505 | $1,194 萬 | 0.1% | +93,191+23.8% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 411,000 | $1,191 萬 | 0.1% | +7,079+1.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 51,087 | $1,182 萬 | <0.1% | −2,059−3.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 12,884 | $1,180 萬 | <0.1% | +1,051+8.9% | 加碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 186,015 | $1,133 萬 | <0.1% | +83,380+81.2% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 16,972 | $1,102 萬 | <0.1% | +1,072+6.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 52,140 | $1,087 萬 | <0.1% | +835+1.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 207,534 | $1,045 萬 | <0.1% | −39,204−15.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 117,745 | $1,027 萬 | <0.1% | −4,075−3.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 133,826 | $1,026 萬 | <0.1% | −7,716−5.5% | 減碼 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 365,445 | $994.0 萬 | <0.1% | +142,568+64.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 164,170 | $991.4 萬 | <0.1% | −7,281−4.2% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 642,257 | $990.4 萬 | <0.1% | +9,911+1.6% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（19 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XECCimarex Energy Co | COM | 31,078 | $271.0 萬 | <0.1% | 歷史 |
| RNGRingCentral, Inc. | CL A | 9,511 | $206.8 萬 | <0.1% | 歷史 |
| KSUKansas City Southern | COM NEW | 6,045 | $163.6 萬 | <0.1% | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 18,514 | $161.1 萬 | <0.1% | 歷史 |
| CVNACarvana Co. | CL A | 4,002 | $120.7 萬 | <0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 9,040 | $114.6 萬 | <0.1% | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 6,947 | $80.7 萬 | <0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 2,974 | $70.6 萬 | <0.1% | 歷史 |
| WUWestern Union CO | Stock | 33,129 | $67.0 萬 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 11,880 | $60.5 萬 | <0.1% | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 3,380 | $49.2 萬 | <0.1% | 歷史 |
| GMEGameStop Corp. | Stock | 1,579 | $27.7 萬 | <0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 822 | $26.0 萬 | <0.1% | 歷史 |
| Global X FDS37954Y814 | FINTECH ETF | 5,425 | $26.0 萬 | <0.1% | – |
| AIZAssurant, Inc. | Stock | 1,503 | $23.7 萬 | <0.1% | 歷史 |
| CACICACI International Inc | CL A | 832 | $21.8 萬 | <0.1% | 歷史 |
| DXCDXC Technology Co | Stock | 6,455 | $21.7 萬 | <0.1% | 歷史 |
| PNWPinnacle West Capital Corp | COM | 2,974 | $21.5 萬 | <0.1% | 歷史 |
| PLANAnaplan, Inc. | COM | 3,526 | $21.5 萬 | <0.1% | 歷史 |