Wealthnavi
$11.5B Assets Reported
11 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 12,935,073 | $4.1B | 36.0% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 49,481,329 | $3.2B | 27.5% |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 11,513,352 | $1.1B | 9.9% |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 16,101,944 | $870M | 7.5% |
| IAU | ISHARES GOLD TRUST | 6,921,771 | $610M | 5.3% |
| IYR | ISHARES U.S. REAL ESTATE ETF | 6,010,249 | $568M | 4.9% |
| IVV | ISHARES CORE S&P 500 ETF | 640,705 | $419M | 3.6% |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 6,048,314 | $303M | 2.6% |
| GLD | SPDR GOLD SHARES | 517,765 | $223M | 1.9% |
| TIP | ISHARES TIPS BOND ETF | 654,936 | $72M | 0.6% |
Track Wealthnavi's 13F portfolio: $11.5B in reported holdings, 11 positions. Top holdings, AUM, and quarterly changes on SentiSense.