Fund HoldingsWealthNavi Inc.

Total Portfolio Value
$8.74M
Total Bought
$806.1K
Total Sold
$65.6K
Net Transaction
+$740.5K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD TOTAL STOCK MARKET ETF10,994,43411,372,065+377,6312,9413,22036.84%+279
VANGUARD FTSE DEVELOPED MARKETS ETF43,659,58946,095,601+2,436,0122,1582,43427.85%+277
ISHARES CORE U.S. AGGREGATE BOND ETF9,630,3379,862,677+232,34093599911.43%+64
ISHARES U.S. REAL ESTATE ETF4,378,1974,387,956+9,7593844475.11%+63
VANGUARD FTSE EMERGING MARKETS ETF16,265,39616,080,266-185,1307127698.80%+58
ISHARES CORE S&P 500 ETF136,074215,534+79,460741241.42%+50
ISHARES GOLD TRUST(IAU)5,548,7915,782,790+233,9992442873.29%+44
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
1,568,7862,092,315+523,529781081.24%+30
ISHARES TIPS BOND ETF929,151884,044-45,10799981.12%-2
SPDR GOLD SHARES(GLD)1,202,9461,037,738-165,2082592522.89%-6
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