Wealthnavi Inc. Top Holdings and 13F Report (2024)

About Wealthnavi Inc.

Wealthnavi Inc. has $7.88 million in total holdings as of June 30, 2024.
Wealthnavi Inc. owns shares of 10 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 4.25% of the portfolio was purchased this quarter.
About 0.65% of the portfolio was sold this quarter.
This quarter, Wealthnavi Inc. has purchased 10 new stocks and bought additional shares in 7 stocks.
Wealthnavi Inc. sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Vanguard Total Stock Market ETF: 443,054 shares (about $118.52K)
Vanguard FTSE Developed Markets ETF: 1,898,012 shares (about $93.80K)
iShares Core S&P 500 ETF: 73,029 shares (about $39.96K)
iShares Core International Aggregate Bond ETF: 664,682 shares (about $33.18K)
iShares U.S. Real Estate ETF: 244,506 shares (about $21.45K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$2,941,121	$118,521 ▲	4.2%	10,994,434	37.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,157,657	$93,800 ▲	4.5%	43,659,589	27.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$934,817	$15,357 ▲	1.7%	9,630,337	11.9%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$711,774	$19,049 ▼	-2.6%	16,265,396	9.0%	ETF
IYR iShares U.S. Real Estate ETF	$384,143	$21,453 ▲	5.9%	4,378,197	4.9%	ETF
GLD SPDR Gold Shares	$258,645	$23,713 ▼	-8.4%	1,202,946	3.3%	Finance
IAU iShares Gold Trust	$243,758	$13,151 ▲	5.7%	5,548,791	3.1%	Finance
TIP iShares TIPS Bond ETF	$99,215	$8,319 ▼	-7.7%	929,151	1.3%	ETF
IAGG iShares Core International Aggregate Bond ETF	$78,314	$33,181 ▲	73.5%	1,568,786	1.0%	ETF
IVV iShares Core S&P 500 ETF	$74,464	$39,964 ▲	115.8%	136,074	0.9%	ETF