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CIK: 0001763921
Total reported value
$52.0B
$52.0B
912 檔
25.6%
According to the latest 13F quarterly dataset, Wealthfront Advisers LLC managed an equity portfolio of $52.0B at the end of Q4 2024, spanning 912 distinct U.S. exchange-listed positions.
In Q4 2024, Wealthfront Advisers LLC displayed an active expansion posture, initiating 12 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 912 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.23% | +0.36% | +3.14% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.19% | -0.14% | +6.08% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.94% | +0.24% | +2.74% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.80% | -0.10% | +112.13% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.74% | -0.11% | +5.75% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.99% | -0.04% | +192.34% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.93% | +0.06% | +0.61% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.67% | +0.24% | +17.08% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.59% | -0.19% | -22.38% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.11% | -0.10% | +70.10% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.58% | +0.04% | +32.29% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.36% | -0.10% | -22.22% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.22% | -0.08% | +5.28% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.91% | +0.13% | +5.66% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.68% | -0.20% | +1720.91% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.02% | +3.16% | |
| 17 | CMF | Ishares California Muni Bond | ETF-Other | 1.14% | +0.04% | +34881.30% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.14% | -0.09% | +195.62% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.04% | +12.04% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | +0.02% | +6.85% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.05% | +9.58% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.07% | +6.09% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.75% | +0.04% | +13.30% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.74% | -0.01% | -50.99% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.72% | -0.29% | +1557.68% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.03% | +7.50% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.62% | +0.01% | -5.26% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.06% | +4.78% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.45% | -0.06% | +48.20% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.44% | +0.02% | +22.32% | |
| 31 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.40% | -0.06% | +214.95% | |
| 32 | VDE | Vanguard Energy ETF | ETF-Other | 0.35% | -0.08% | -1.63% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | — | +21.85% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.07% | +10.20% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.05% | +5.63% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.31% | -0.08% | -4.87% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | -0.02% | +27.45% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.30% | -0.04% | -19.81% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.28% | +0.04% | -4.46% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.04% | +7.18% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.26% | -0.02% | +55.01% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.03% | +12.61% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.25% | — | -3.72% | |
| 44 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.25% | +0.01% | -11.18% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.24% | -0.05% | -41.01% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.04% | +0.78% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.03% | +8.34% | |
| 48 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.22% | -0.11% | +20.39% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.01% | +6.15% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.19% | -0.02% | -27.67% |
According to official SEC Form 13F filings, Wealthfront Advisers LLC reported a total U.S. public equity portfolio value of $52.0B across 912 disclosed positions in Q4 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 25.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
ITOT
市值: $1.3B
Top Position Liquidated / Trimmed
VEA
前期市值: $3.3B
During Q4 2024, Wealthfront Advisers LLC's top holdings by market value included VTI (13.2%)、VEA (8.2%)、IEMG (5.9%). The largest single position, VTI, represented 13.2% of total portfolio value.
In Q4 2024, Wealthfront Advisers LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 34 positions, trimming 4 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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