Wealthsimple Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Wealthsimple Inc. 13F Holdings
CIK 0001915565
As of Sep 30, 2022, Wealthsimple Inc. reported
38 positions worth $2.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 5,210,402 | $935.1K | 34.80% |
| ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | EEMV | — | 12,584,357 | $637.8K | 23.73% |
| GOLDMAN SACHS ETF TR | GLOV | — | 14,677,081 | $511.1K | 19.02% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 7,071,069 | $372.4K | 13.86% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 5,859,730 |
|
93.3K
7.19% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 138,800 |
1.0K | 0.41% |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | — | 66,636 | $5.9K | 0.22% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 34,375 | $2.3K | 0.08% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | SPTL | — | 62,500 |
.9K | 0.07% |
| TORONTO DOMINION BANK | TD | Financial Services | 14,712 |
.7K | 0.06% |
| ROYAL BANK OF CANADA | RY | Financial Services | 8,932 |
.5K | 0.06% |
| PIMCO 15+ YEAR US TIPS INDEX EXCHANGE-TRADED FUND | LTPZ | — | 26,915 |
.5K | 0.06% |
| ISHARES MSCI CANADA ETF | EWC | — | 41,150 |
.3K | 0.05% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 28,260 |
.0K | 0.04% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 17,985 | $781.0 | 0.03% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 10,879 | $684.0 | 0.03% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 8,452 | $628.0 | 0.02% |
| ISHARES MSCI ACWI LOW CARBON TARGET ETF | CRBN | — | 4,768 | $604.0 | 0.02% |
| COCA COLA CO | KO | Consumer Defensive | 10,361 | $580.0 | 0.02% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,727 | $567.0 | 0.02% |
| SHOPIFY INC | SHOP | Technology | 10,415 | $536.0 | 0.02% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 11,994 | $516.0 | 0.02% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 6,646 | $474.0 | 0.02% |
| BANK OF AMERICA CORP | BAC | Financial Services | 15,162 | $458.0 | 0.02% |
| APPLE INC | AAPL | Technology | 3,316 | $458.0 | 0.02% |