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CIK: 0001763921
Total reported value
$52.0B
$52.0B
909 檔
25.9%
In Q3 2024, Wealthfront Advisers LLC's U.S. equity holdings reached a combined market value of $52.0B, distributed across 909 disclosed stock positions.
In Q3 2024, Wealthfront Advisers LLC displayed an active expansion posture, initiating 1 new positions and adding to 42 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 909 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.19% | +0.36% | +1.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.97% | -0.14% | +2.30% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.69% | +0.24% | +2.33% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.40% | -0.10% | +1.36% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.20% | -0.11% | +3.40% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.96% | -0.19% | +5.24% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.21% | -0.04% | -2.69% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.15% | +0.06% | +1.23% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 3.25% | -0.10% | +4.72% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.22% | +0.24% | +20.29% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.43% | -0.08% | -2.86% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.17% | +0.04% | +2.46% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.96% | -0.10% | +7.38% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.83% | +0.13% | +2.56% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.67% | -0.01% | +2.46% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.02% | +0.68% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.26% | -0.09% | -2.46% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | +0.02% | +7.78% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.04% | +6.28% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.05% | +1.47% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.07% | -1.32% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.69% | +0.04% | +4.08% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.67% | +0.01% | -4.58% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.03% | +2.50% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.06% | +0.24% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.42% | -0.05% | -0.22% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.39% | -0.04% | -0.08% | |
| 28 | VDE | Vanguard Energy ETF | ETF-Other | 0.37% | -0.08% | +0.89% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.37% | +0.02% | +9.17% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.36% | -0.02% | +29.16% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.35% | -0.08% | -2.12% | |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.32% | -0.06% | +12.72% | |
| 33 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.32% | +0.01% | +8.77% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.32% | +0.04% | +31.64% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.30% | — | +5.56% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.02% | +7.30% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.04% | -1.30% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.07% | -2.65% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | -0.02% | +7.95% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.05% | +925.44% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.04% | -4.27% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.03% | +6.81% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.03% | +6.28% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.20% | -0.20% | +6.46% | |
| 45 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.20% | -0.11% | -9.49% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | — | +11.17% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | -0.01% | +0.56% | |
| 48 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.17% | +0.02% | +4.04% | |
| 49 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.16% | — | +5.80% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.05% | -4.20% |
According to official SEC Form 13F filings, Wealthfront Advisers LLC reported a total U.S. public equity portfolio value of $52.0B across 909 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, IEMG) accounted for 25.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
ETHE
市值: $18.2M
Top Position Liquidated / Trimmed
SCHB
前期市值: $1.3B
During Q3 2024, Wealthfront Advisers LLC's top holdings by market value included VTI (13.2%)、VEA (9.0%)、IEMG (6.7%). The largest single position, VTI, represented 13.2% of total portfolio value.
In Q3 2024, Wealthfront Advisers LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 42 positions, trimming 7 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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