Fund HoldingsWealthNavi Inc.

Total Portfolio Value
$6.17M
Total Bought
$142.7K
Total Sold
$42.8K
Net Transaction
+$100.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES GOLD TR(IAU)2,320,8913,909,316+1,588,425841372.22%+52
ISHARES CORE U.S. AGGREGATE BOND ETF7,894,0698,662,119+768,05077381513.20%+41
ISHARES TIPS BOND ETF1,159,9131,252,926+93,0131251302.11%+5
ISHARES U.S. REAL ESTATE ETF3,494,6813,852,540+357,8593023014.88%-1
VANGUARD FTSE DEVELOPED MARKETS ETF37,374,63739,205,089+1,830,4521,7261,71427.77%-12
SPDR GOLD SHARES(GLD)1,499,0901,454,555-44,5352672494.04%-18
VANGUARD FTSE EMERGING MARKETS ETF14,964,19614,890,006-74,1906095849.46%-25
VANGUARD TOTAL STOCK MARKET ETF10,320,24910,558,572+238,3232,2732,24336.34%-31
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