WealthNavi Inc. 13F Holdings
CIK 0001774552
As of Sep 30, 2025, WealthNavi Inc. reported 10 positions worth
CIK 0001774552
As of Sep 30, 2025, WealthNavi Inc. reported 10 positions worth
0.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 12,362,762 | $4.1M | 37.60% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 48,797,610 | $2.9M | 27.10% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 10,411,748 | .0M | 9.67% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 15,310,461 | $829.5K | 7.69% |
| ISHARES GOLD TRUST | IAU | — | 7,130,543 | $518.9K | 4.81% |
| ISHARES US REAL ESTATE ETF | IYR | — | 5,298,667 | $514.4K | 4.77% |
| ISHARES CORE S&P 500 ETF | IVV | — | 500,587 | $335.0K | 3.11% |
| SPDR GOLD TRUST | GQ9 | — | 737,988 | $262.3K | 2.43% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 4,355,338 | $223.1K | 2.07% |
| ISHARES TIPS BOND ETF | TIP | — | 727,245 | $80.9K | 0.75% |