Fund HoldingsWealthNavi Inc.

Total Portfolio Value
$6.16M
Total Bought
$301.0K
Total Sold
$80.2K
Net Transaction
+$220.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
VANGUARD TOTAL STOCK MARKET ETF10,118,47910,320,249+201,7702,0652,27336.90%+208
ISHARES GOLD TR(IAU)878,7812,320,891+1,442,11033841.37%+52
VANGUARD FTSE DEVELOPED MARKETS ETF37,416,63337,374,637-41,9961,6901,72628.02%+36
ISHARES CORE U.S. AGGREGATE BOND ETF7,548,6457,894,069+345,42475277312.55%+21
ISHARES U.S. REAL ESTATE ETF3,376,7543,494,681+117,9272873024.91%+16
ISHARES TIPS BOND ETF1,092,1781,159,913+67,7351201252.03%+4
VANGUARD FTSE EMERGING MARKETS ETF15,601,02214,964,196-636,8266306099.88%-22
SPDR GOLD SHARES(GLD)1,582,9221,499,090-83,8322902674.34%-23
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