Fund HoldingsWealthNavi Inc.

Total Portfolio Value
$7.88M
Total Bought
$378.6K
Total Sold
$34.7K
Net Transaction
+$344.0K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD TOTAL STOCK MARKET ETF10,551,38010,994,434+443,0542,7422,94137.31%+199
VANGUARD FTSE DEVELOPED MARKETS ETF41,761,57743,659,589+1,898,0122,0952,15827.37%+62
ISHARES CORE S&P 500 ETF63,045136,074+73,02933740.94%+41
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
904,1041,568,786+664,68245780.99%+33
ISHARES GOLD TRUST(IAU)5,249,4275,548,791+299,3642212443.09%+23
VANGUARD FTSE EMERGING MARKETS ETF16,700,70316,265,396-435,3076987129.03%+14
ISHARES U.S. REAL ESTATE ETF4,133,6914,378,197+244,5063723844.87%+13
ISHARES CORE U.S. AGGREGATE BOND ETF9,472,1279,630,337+158,21092893511.86%+7
ISHARES TIPS BOND ETF1,007,055929,151-77,904108991.26%-9
SPDR GOLD SHARES(GLD)1,313,2361,202,946-110,2902702593.28%-12
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