Wealthsimple US, Ltd. 13F Holdings
CIK 0001811613
As of Mar 31, 2021, Wealthsimple US, Ltd. reported 23 positions worth
CIK 0001811613
As of Mar 31, 2021, Wealthsimple US, Ltd. reported 23 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 477,546 | $29.3K | 17.36% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 331,046 | $24.4K | 14.46% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | SPTL | — | 545,446 | $21.3K | 12.59% |
| PIMCO 15+ YEAR US TIPS INDEX EXCHANGE-TRADED FUND | LTPZ | — | 207,382 | 6.7K | 9.92% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 79,132 | 6.4K | 9.69% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 228,110 | 4.7K | 8.73% |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | — | 104,920 | 0.4K | 6.13% |
| ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | EEMV | — | 157,492 | $9.9K | 5.89% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 83,499 | $6.9K | 4.08% |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | — | 209,839 | $5.5K | 3.23% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 77,969 | $4.8K | 2.84% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 29,679 | $3.2K | 1.90% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 45,469 | .7K | 1.01% |
| VANGUARD LONG-TERM TREASURY INDEX FUND | VGLT | — | 9,918 | $821.0 | 0.49% |
| BLOCK INC | XYZ | Technology | 3,245 | $737.0 | 0.44% |
| AMAZON.COM INC | AMZN | Equity | 132 | $408.0 | 0.24% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 4,033 | $387.0 | 0.23% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 2,085 | $247.0 | 0.15% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1,439 | $236.0 | 0.14% |
| NOVARTIS AG-SPONSORED ADR | NVSN | Healthcare | 2,606 | $223.0 | 0.13% |
| ASML HOLDING NV | ASML | Technology | 356 | $220.0 | 0.13% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1,539 | $208.0 | 0.12% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 898 | $204.0 | 0.12% |