Wealthnavi Inc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-14
Total Holdings
10
Total Value
8986970
Accession Number
0001104659-25-034358
Form Type
13F-HR
CIK
0001774552
Manager Name
Wealthnavi Inc.
Data Enrichment
60% identified
6 identified4 unidentified

Holdings

10 positions
Manager:
SEC
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922908769
VTI|922908769
Shares:
11457212(+3.1%)
Value:
$3.1B(-2.2%)
921943858
VEA|921943858
Shares:
49789539(+0.7%)
Value:
$2.5B(+7.1%)
464287226
464287226
Shares:
10341692(+2.7%)
Value:
$1.0B(+4.8%)
922042858
VWO|922042858
Shares:
16822932(+4.1%)
Value:
$761.4M(+6.9%)
464287739
IYR|464287739
Shares:
4696857(+5.4%)
Value:
$449.7M(+8.4%)
464285204
464285204
Shares:
6049600(+2.1%)
Value:
$356.7M(+21.6%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
880806(-10.4%)
Value:
$253.8M(+6.7%)
464287200
IVV|464287200
Shares:
362456(+27.8%)
Value:
$203.7M(+22.0%)
46435G672
46435G672
Shares:
3408794(+33.3%)
Value:
$170.4M(+33.5%)
464287176
464287176
Shares:
797453(-5.2%)
Value:
$88.6M(-1.2%)