Wealthsimple Inc.
- SEC CIK
- 0001915565
- 最新申報
- 2022/11/8
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/3/9 申報。只含多頭部位。
- 持股檔數
- 37
- 2021 年第 3 季沒有申報
- 總值
- $29.5 億
- 2021 年第 3 季沒有申報
Wealthsimple Inc. 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 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 | 4,200,456 | $10.1 億 | 34.4% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 13,572,881 | $8.53 億 | 28.9% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 5,612,110 | $6.08 億 | 20.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,872,496 | $4.38 億 | 14.9% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 114,253 | $1,222 萬 | 0.4% | – | – | – |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 42,261 | $386.1 萬 | 0.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 34,316 | $277.6 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 55,882 | $235.5 萬 | 0.1% | – | – | – |
| iShares Inc464286509 | MSCI CDA ETF | 38,863 | $149.4 萬 | 0.1% | – | – | – |
| SHOPShopify Inc. | Stock | 985 | $135.7 萬 | <0.1% | – | – | 歷史 |
| TDToronto Dominion Bank | Stock | 16,901 | $129.7 萬 | <0.1% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 9,743 | $103.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 15,845 | $98.3 萬 | <0.1% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 10,101 | $88.8 萬 | <0.1% | – | – | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,915 | $85.5 萬 | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 8,829 | $71.7 萬 | <0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,870 | $71.1 萬 | <0.1% | – | – | – |
| BACBank of America Corp | Stock | 15,289 | $68.0 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,361 | $61.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,098 | $60.2 萬 | <0.1% | – | – | – |
| AAPLApple Inc. | Stock | 3,373 | $59.9 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 6,687 | $44.6 萬 | <0.1% | – | – | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 16,542 | $43.9 萬 | <0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,134 | $40.2 萬 | <0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 799 | $37.9 萬 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 6,350 | $34.2 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,290 | $32.1 萬 | <0.1% | – | – | – |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 3,766 | $22.8 萬 | <0.1% | – | – | 歷史 |
| BNSBank of Nova Scotia | COM | 3,104 | $22.0 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,197 | $21.8 萬 | <0.1% | – | – | – |
| GIBCgi Inc | CL A | 2,362 | $20.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 2,310 | $20.7 萬 | <0.1% | – | – | – |
| BMOBank of Montreal | COM | 1,912 | $20.6 萬 | <0.1% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 4,799 | $18.8 萬 | <0.1% | – | – | 歷史 |
| BCEBce Inc | COM NEW | 3,349 | $17.4 萬 | <0.1% | – | – | 歷史 |
| NMGNouveau Monde Graphite Inc. | Stock | 10,600 | $7.40 萬 | <0.1% | – | – | 歷史 |
| NAKNorthern Dynasty Minerals Ltd | COM NEW | 17,426 | $6,000 | <0.1% | – | – | 歷史 |