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CIK: 0001763921
Total reported value
$52.0B
$52.0B
866 檔
23.2%
At the close of Q1 2024, Wealthfront Advisers LLC disclosed equity holdings valued at approximately $52.0B, spread across 866 reported holdings.
During Q1 2024, Wealthfront Advisers LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 866 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.84% | +0.36% | +4.45% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.67% | -0.14% | +1.92% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.48% | +0.24% | +6.50% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.24% | -0.10% | +1.99% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.06% | -0.11% | +1.48% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.02% | -0.19% | +14.27% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.68% | -0.04% | -3.90% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.44% | +0.06% | +5.29% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 3.45% | -0.10% | -4.73% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.40% | -0.08% | +3.54% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.27% | +0.04% | +5.59% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.07% | +0.24% | +8.33% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.00% | +0.13% | +4.84% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.74% | -0.01% | +3.81% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.53% | -0.10% | +1.88% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.44% | -0.09% | -3.15% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | +0.02% | +3.16% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.04% | +0.02% | +6.50% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.07% | +3.18% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.04% | +9.60% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.72% | +0.01% | -2.52% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.05% | -3.72% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.67% | +0.04% | +8.54% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.03% | +2.59% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.06% | +1.38% | |
| 26 | VDE | Vanguard Energy ETF | ETF-Other | 0.46% | -0.08% | -2.90% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.45% | -0.08% | -0.89% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.41% | -0.04% | +11.37% | |
| 29 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.33% | -0.06% | -18.60% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.31% | -0.02% | +11.73% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.31% | +0.02% | +1.57% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.31% | — | +10.43% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.30% | -0.02% | +19.20% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.29% | -0.06% | +22.11% | |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.29% | +0.04% | +19.34% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.04% | -0.52% | |
| 37 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.28% | +0.01% | +7.42% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.07% | +4.28% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.04% | +0.65% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.22% | -0.20% | -1.47% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.03% | +2.60% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | +0.03% | +36.88% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | -0.02% | +43.67% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.20% | -0.05% | +237.13% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.05% | +2.22% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | +0.57% | |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.18% | -0.11% | +2.74% | |
| 48 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.17% | +0.02% | +14.99% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.15% | -0.01% | -0.12% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.05% | +1.67% |
According to official SEC Form 13F filings, Wealthfront Advisers LLC reported a total U.S. public equity portfolio value of $52.0B across 866 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, IEMG) accounted for 23.2% of total reported equity market value during Q1 2024.
During Q1 2024, Wealthfront Advisers LLC's top holdings by market value included VTI (13.8%)、VEA (9.7%)、IEMG (6.5%). The largest single position, VTI, represented 13.8% of total portfolio value.
In Q1 2024, Wealthfront Advisers LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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