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CIK: 0001763921
Total reported value
$52.0B
$52.0B
871 檔
23.7%
At the close of Q2 2024, Wealthfront Advisers LLC disclosed equity holdings valued at approximately $52.0B, spread across 871 reported holdings.
During Q2 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 871 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.46% | +0.36% | -1.73% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.98% | -0.14% | -2.02% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.67% | +0.24% | +3.20% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.46% | -0.10% | +9.21% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.00% | -0.11% | -1.65% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.05% | -0.19% | +5.67% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.48% | -0.04% | -3.32% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.14% | +0.06% | -2.93% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 3.33% | -0.10% | +1.60% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.77% | +0.24% | +35.29% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.35% | -0.08% | +5.08% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.20% | +0.04% | +2.52% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.84% | -0.10% | +26.40% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.81% | +0.13% | -2.28% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.69% | -0.01% | +2.24% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.02% | +935.63% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.30% | -0.09% | -3.01% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.04% | +8.65% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.01% | +0.02% | +5.64% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.07% | -0.68% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.05% | +3.70% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.73% | +0.01% | +1.66% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.68% | +0.04% | +1.61% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.03% | +0.69% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.06% | -1.17% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.05% | +139.24% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.42% | -0.04% | +7.02% | |
| 28 | VDE | Vanguard Energy ETF | ETF-Other | 0.42% | -0.08% | -0.72% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.08% | -3.19% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.35% | +0.02% | +13.25% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.07% | +3.61% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.04% | -0.88% | |
| 33 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.31% | -0.06% | +10.31% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.30% | -0.02% | +3.78% | |
| 35 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.30% | +0.01% | +4.51% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.29% | — | +1.50% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.04% | +2.27% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.02% | -4.20% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.26% | +0.04% | -7.77% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.05% | +3.69% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.02% | +12.70% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.03% | +6.87% | |
| 43 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.23% | -0.11% | +31.52% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.20% | -0.20% | -6.92% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.03% | +1.06% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | -0.01% | +2.30% | |
| 47 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.18% | +0.02% | +11.74% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.05% | +19.01% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.16% | -0.06% | -0.95% | |
| 50 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.15% | — | +23.32% |
According to official SEC Form 13F filings, Wealthfront Advisers LLC reported a total U.S. public equity portfolio value of $52.0B across 871 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, IEMG) accounted for 23.7% of total reported equity market value during Q2 2024.
During Q2 2024, Wealthfront Advisers LLC's top holdings by market value included VTI (13.5%)、VEA (9.0%)、IEMG (6.7%). The largest single position, VTI, represented 13.5% of total portfolio value.
In Q2 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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