WealthNavi Inc. — AI-Powered 13F Analysis

CIK: 0001774552

Momentum followerConcentrated strategyLong-term holder

Total reported value

$11.5B

Reporting period: 2026-03-31 · Number of holdings: 11

WealthNavi Inc. disclosed 11 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $11.5B and a quarterly turnover rate of 2.8%.

Browse other institutions with $10B to $100B AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 91.21
Portfolio Stability: 2.77
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 22
Sizing Uniformity: 87.12

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim VTI
+4.4%　-$5.9M
Add IAGG
+19.9%　$50.3M
Trim GLD
-21.3%　-$37.8M
Add IVV
+13.8%　$32.8M
Add IAU
-2.4%　$34.8M
Add VEA
-0.1%　$76.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	35.97%	-0.75%	+4.36%
2	VEA	Vanguard Ftse Developed ETF	ETF-Other	27.48%	+0.13%	-0.12%
3	AGG	Ishares Core U.s. Aggregate	ETF-Other	9.91%	+0.06%	+3.17%
4	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	7.54%	+0.01%	+1.54%
5	IAU	Ishares Gold Trust	ETF-Commodities	5.29%	+0.20%	-2.36%
6	IYR	Ishares US Real Estate ETF	ETF-Other	4.93%	+0.09%	+2.93%
7	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.63%	+0.22%	+13.76%
8	IAGG	Ishares Intl Aggregate Bond	ETF-Other	2.62%	+0.39%	+19.86%
9	GLD	Spdr Gold Shares	ETF-Commodities	1.93%	-0.37%	-21.26%
10	TIP	Ishares Tips Bond ETF	ETF-Other	0.63%	-0.04%	-5.43%
11	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	0.08%	+0.08%	NEW

Portfolio Performance

Performance for Q3 2026

-0.9%

Performance Last 4 Quarters

+20.3%

Based on 55% of reported portfolio value with available pricing

Stdev: +10.4%
Beta: +0.51
Alpha: +4.8%
Max Drawdown: -7.3%
Annualized Perf: +14.7%
Batting Avg vs S&P: +44.4%
Sortino: +2.44
Stutzer: +0.39
Treynor: +0.28
Sterling: +0.92
Calmar: +2.01
Information Ratio: -0.41
Tracking Error: +10.2%
Stdev Down: +5.9%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +36.9%
Worst 12 Months: +6.6%
Efficiency Ratio: +0.51
Sharpe: +1.37
Stdev Sectors: —
Skewness: -0.61
Kurtosis: +0.13
Upside Potential: +4.06

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	11	$11.5B	3	1VTI 2VEA 3AGG Top holdings2026-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IAU 6.IYR 7.IVV 8.IAGG 9.GLD 10.TIP
2025-12-31	10	$11.3B	5	1VTI 2VEA 3AGG Top holdings2025-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IAU 6.IYR 7.IVV 8.GLD 9.IAGG 10.TIP
2025-09-30	10	$10.8B	18	1VTI 2VEA 3AGG Top holdings2025-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IAU 6.IYR 7.IVV 8.GLD 9.IAGG 10.TIP
2025-06-30	10	$9.9B	0	1VTI 2VEA 3AGG Top holdings2025-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.IAU 7.IVV 8.GLD 9.IAGG 10.TIP
2025-03-31	10	$9.0B	100	1VTI 2VEA 3AGG Top holdings2025-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.IAU 7.GLD 8.IVV 9.IAGG 10.TIP
2024-12-31	10	$8.6B	0	1VTI 2VEA 3AGG Top holdings2024-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.IAU 7.GLD 8.IVV 9.IAGG 10.TIP
2024-09-30	10	$8.7B	0	1VTI 2VEA 3AGG Top holdings2024-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.IAU 7.GLD 8.IVV 9.IAGG 10.TIP
2024-06-30	10	$7.9B	0	1VTI 2VEA 3AGG Top holdings2024-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.IAU 8.TIP 9.IAGG 10.IVV
2024-03-31	10	$7.5B	0	1VTI 2VEA 3AGG Top holdings2024-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.IAU 8.TIP 9.IAGG 10.IVV
2023-12-31	10	$6.9B	0	1VTI 2VEA 3AGG Top holdings2023-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.IAU 8.TIP 9.IVV 10.IAGG
2023-09-30	8	$6.2B	0	1VTI 2VEA 3AGG Top holdings2023-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.IAU 8.TIP
2023-06-30	8	$6.2B	0	1VTI 2VEA 3AGG Top holdings2023-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.TIP 8.IAU
2023-03-31	8	$5.9B	0	1VTI 2VEA 3AGG Top holdings2023-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP 8.IAU
2022-12-31	8	$5.3B	0	1VTI 2VEA 3AGG Top holdings2022-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP 8.IAU
2022-09-30	7	$4.7B	0	1VTI 2VEA 3AGG Top holdings2022-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2022-06-30	7	$4.9B	0	1VTI 2VEA 3AGG Top holdings2022-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2022-03-31	7	$5.3B	0	1VTI 2VEA 3AGG Top holdings2022-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2021-12-31	7	$5.5B	0	1VTI 2VEA 3AGG Top holdings2021-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2021-09-30	7	$4.9B	0	1VTI 2VEA 3AGG Top holdings2021-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2021-06-30	7	$4.3B	18	1VTI 2VEA 3AGG Top holdings2021-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2021-03-31	7	$3.6B	14	1VTI 2VEA 3AGG Top holdings2021-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2020-12-31	7	$3.2B	15	1VTI 2VEA 3AGG Top holdings2020-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2020-09-30	7	$2.7B	17	1VTI 2VEA 3AGG Top holdings2020-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2020-06-30	7	$2.3B	25	1VTI 2VEA 3AGG Top holdings2020-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2020-03-31	7	$1.8B	4	1VTI 2VEA 3AGG Top holdings2020-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2019-12-31	7	$1.8B	14	1VTI 2VEA 3AGG Top holdings2019-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2019-09-30	7	$1.6B	12	1VTI 2VEA 3AGG Top holdings2019-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2019-06-30	7	$1.4B	12	1VTI 2VEA 3AGG Top holdings2019-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2019-03-31	7	$1.3B	0	1VTI 2VEA 3AGG Top holdings2019-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP

Holding changes this quarter

WealthNavi Inc.'s most significant position changes for 2026-03-31: New buy: Spdr Gold Minishares Trust (GLDM); Add: Vanguard Total Stock Mkt ETF (VTI) — shares +4.36%; Add: Ishares Intl Aggregate Bond (IAGG) — shares +19.86%; Trim: Spdr Gold Shares (GLD) — shares -21.26%; Add: Ishares Core S&p 500 ETF (IVV) — shares +13.76%.

Position changes disclosed by WealthNavi Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IAGG	Ishares Intl Aggregate Bond	+0.4%	+19.86%	Add
2	IVV	Ishares Core S&p 500 ETF	+0.2%	+13.76%	Add
3	IAU	Ishares Gold Trust	+0.2%	-2.36%	Trim
4	VEA	Vanguard Ftse Developed ETF	+0.1%	-0.12%	Trim
5	IYR	Ishares US Real Estate ETF	+0.1%	+2.93%	Add
6	AGG	Ishares Core U.s. Aggregate	+0.1%	+3.17%	Add
7	VWO	Vanguard Ftse Emerging Marke	0%	+1.54%	Add
8	TIP	Ishares Tips Bond ETF	0%	-5.43%	Trim
9	GLD	Spdr Gold Shares	-0.4%	-21.26%	Trim
10	VTI	Vanguard Total Stock Mkt ETF	-0.8%	+4.36%	Add
11	GLDM	Spdr Gold Minishares Trust	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-21	13F-HR	View on EDGAR
2025-12-31	2026-01-15	13F-HR	View on EDGAR
2025-09-30	2025-10-15	13F-HR	View on EDGAR
2025-06-30	2025-07-18	13F-HR	View on EDGAR
2025-03-31	2025-04-14	13F-HR	View on EDGAR
2024-12-31	2025-02-06	13F-HR	View on EDGAR
2024-09-30	2024-10-23	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-04-17	13F-HR	View on EDGAR
2023-12-31	2024-01-29	13F-HR	View on EDGAR
2023-09-30	2023-10-13	13F-HR	View on EDGAR
2023-06-30	2023-07-06	13F-HR	View on EDGAR
2023-03-31	2023-04-12	13F-HR	View on EDGAR
2022-12-31	2023-01-18	13F-HR	View on EDGAR
2022-09-30	2022-10-13	13F-HR	View on EDGAR
2022-06-30	2022-07-25	13F-HR	View on EDGAR
2022-03-31	2022-04-06	13F-HR	View on EDGAR
2021-12-31	2022-01-18	13F-HR	View on EDGAR
2021-09-30	2021-10-06	13F-HR	View on EDGAR
2021-06-30	2021-09-22	13F-HR	View on EDGAR
2021-03-31	2021-05-07	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-05	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-04-20	13F-HR	View on EDGAR
2019-12-31	2020-01-30	13F-HR	View on EDGAR
2019-09-30	2019-10-21	13F-HR	View on EDGAR
2019-06-30	2019-07-24	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR

FAQ

What is WealthNavi Inc. and what type of investor is it?

WealthNavi Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $11.5B, spread across 11 disclosed positions.

What are WealthNavi Inc.'s largest equity positions?

Based on the latest 13F filing, WealthNavi Inc.'s top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $4.1B (36.0%) 2. Vanguard Ftse Developed ETF (VEA) — $3.2B (27.5%) 3. Ishares Core U.s. Aggregate (AGG) — $1.1B (9.9%) 4. Vanguard Ftse Emerging Marke (VWO) — $870.3M (7.5%) 5. Ishares Gold Trust (IAU) — $610.2M (5.3%)

What changes did WealthNavi Inc. make in its most recent portfolio filing?

In the latest reported quarter, WealthNavi Inc. made 11 notable position adjustments: 1 new positions were initiated, 6 existing holdings were added to, 4 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Spdr Gold Minishares Trust (GLDM); Add: Vanguard Total Stock Mkt ETF (VTI) — shares +4.36%; Add: Ishares Intl Aggregate Bond (IAGG) — shares +19.86%; Trim: Spdr Gold Shares (GLD) — shares -21.26%; Add: Ishares Core S&p 500 ETF (IVV) — shares +13.76%

What sectors does WealthNavi Inc. focus on?

Sector breakdown data is not yet available for WealthNavi Inc.. Check back after the next 13F processing cycle.

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WealthNavi Inc. — AI-Powered 13F Analysis

CIK: 0001774552

Momentum followerConcentrated strategyLong-term holder

Total reported value

$11.5B

Reporting period: 2026-03-31 · Number of holdings: 11

WealthNavi Inc. disclosed 11 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $11.5B and a quarterly turnover rate of 2.8%.

Browse other institutions with $10B to $100B AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 91.21
Portfolio Stability: 2.77
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 22
Sizing Uniformity: 87.12

Recent moves

Trim VTI
+4.4%　-$5.9M
Add IAGG
+19.9%　$50.3M
Trim GLD
-21.3%　-$37.8M
Add IVV
+13.8%　$32.8M
Add IAU
-2.4%　$34.8M
Add VEA
-0.1%　$76.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	35.97%	-0.75%	+4.36%
2	VEA	Vanguard Ftse Developed ETF	ETF-Other	27.48%	+0.13%	-0.12%
3	AGG	Ishares Core U.s. Aggregate	ETF-Other	9.91%	+0.06%	+3.17%
4	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	7.54%	+0.01%	+1.54%
5	IAU	Ishares Gold Trust	ETF-Commodities	5.29%	+0.20%	-2.36%
6	IYR	Ishares US Real Estate ETF	ETF-Other	4.93%	+0.09%	+2.93%
7	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.63%	+0.22%	+13.76%
8	IAGG	Ishares Intl Aggregate Bond	ETF-Other	2.62%	+0.39%	+19.86%
9	GLD	Spdr Gold Shares	ETF-Commodities	1.93%	-0.37%	-21.26%
10	TIP	Ishares Tips Bond ETF	ETF-Other	0.63%	-0.04%	-5.43%
11	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	0.08%	+0.08%	NEW

Portfolio Performance

Performance for Q3 2026

-0.9%

Performance Last 4 Quarters

+20.3%

Based on 55% of reported portfolio value with available pricing

Stdev: +10.4%
Beta: +0.51
Alpha: +4.8%
Max Drawdown: -7.3%
Annualized Perf: +14.7%
Batting Avg vs S&P: +44.4%
Sortino: +2.44
Stutzer: +0.39
Treynor: +0.28
Sterling: +0.92
Calmar: +2.01
Information Ratio: -0.41
Tracking Error: +10.2%
Stdev Down: +5.9%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +36.9%
Worst 12 Months: +6.6%
Efficiency Ratio: +0.51
Sharpe: +1.37
Stdev Sectors: —
Skewness: -0.61
Kurtosis: +0.13
Upside Potential: +4.06

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	11	$11.5B	3	1VTI 2VEA 3AGG Top holdings2026-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IAU 6.IYR 7.IVV 8.IAGG 9.GLD 10.TIP
2025-12-31	10	$11.3B	5	1VTI 2VEA 3AGG Top holdings2025-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IAU 6.IYR 7.IVV 8.GLD 9.IAGG 10.TIP
2025-09-30	10	$10.8B	18	1VTI 2VEA 3AGG Top holdings2025-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IAU 6.IYR 7.IVV 8.GLD 9.IAGG 10.TIP
2025-06-30	10	$9.9B	0	1VTI 2VEA 3AGG Top holdings2025-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.IAU 7.IVV 8.GLD 9.IAGG 10.TIP
2025-03-31	10	$9.0B	100	1VTI 2VEA 3AGG Top holdings2025-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.IAU 7.GLD 8.IVV 9.IAGG 10.TIP
2024-12-31	10	$8.6B	0	1VTI 2VEA 3AGG Top holdings2024-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.IAU 7.GLD 8.IVV 9.IAGG 10.TIP
2024-09-30	10	$8.7B	0	1VTI 2VEA 3AGG Top holdings2024-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.IAU 7.GLD 8.IVV 9.IAGG 10.TIP
2024-06-30	10	$7.9B	0	1VTI 2VEA 3AGG Top holdings2024-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.IAU 8.TIP 9.IAGG 10.IVV
2024-03-31	10	$7.5B	0	1VTI 2VEA 3AGG Top holdings2024-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.IAU 8.TIP 9.IAGG 10.IVV
2023-12-31	10	$6.9B	0	1VTI 2VEA 3AGG Top holdings2023-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.IAU 8.TIP 9.IVV 10.IAGG
2023-09-30	8	$6.2B	0	1VTI 2VEA 3AGG Top holdings2023-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.IAU 8.TIP
2023-06-30	8	$6.2B	0	1VTI 2VEA 3AGG Top holdings2023-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.IYR 6.GLD 7.TIP 8.IAU
2023-03-31	8	$5.9B	0	1VTI 2VEA 3AGG Top holdings2023-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP 8.IAU
2022-12-31	8	$5.3B	0	1VTI 2VEA 3AGG Top holdings2022-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP 8.IAU
2022-09-30	7	$4.7B	0	1VTI 2VEA 3AGG Top holdings2022-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2022-06-30	7	$4.9B	0	1VTI 2VEA 3AGG Top holdings2022-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2022-03-31	7	$5.3B	0	1VTI 2VEA 3AGG Top holdings2022-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2021-12-31	7	$5.5B	0	1VTI 2VEA 3AGG Top holdings2021-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2021-09-30	7	$4.9B	0	1VTI 2VEA 3AGG Top holdings2021-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2021-06-30	7	$4.3B	18	1VTI 2VEA 3AGG Top holdings2021-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2021-03-31	7	$3.6B	14	1VTI 2VEA 3AGG Top holdings2021-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2020-12-31	7	$3.2B	15	1VTI 2VEA 3AGG Top holdings2020-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2020-09-30	7	$2.7B	17	1VTI 2VEA 3AGG Top holdings2020-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2020-06-30	7	$2.3B	25	1VTI 2VEA 3AGG Top holdings2020-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2020-03-31	7	$1.8B	4	1VTI 2VEA 3AGG Top holdings2020-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2019-12-31	7	$1.8B	14	1VTI 2VEA 3AGG Top holdings2019-12-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2019-09-30	7	$1.6B	12	1VTI 2VEA 3AGG Top holdings2019-09-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2019-06-30	7	$1.4B	12	1VTI 2VEA 3AGG Top holdings2019-06-30 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP
2019-03-31	7	$1.3B	0	1VTI 2VEA 3AGG Top holdings2019-03-31 1.VTI 2.VEA 3.AGG 4.VWO 5.GLD 6.IYR 7.TIP

Holding changes this quarter

Position changes disclosed by WealthNavi Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IAGG	Ishares Intl Aggregate Bond	+0.4%	+19.86%	Add
2	IVV	Ishares Core S&p 500 ETF	+0.2%	+13.76%	Add
3	IAU	Ishares Gold Trust	+0.2%	-2.36%	Trim
4	VEA	Vanguard Ftse Developed ETF	+0.1%	-0.12%	Trim
5	IYR	Ishares US Real Estate ETF	+0.1%	+2.93%	Add
6	AGG	Ishares Core U.s. Aggregate	+0.1%	+3.17%	Add
7	VWO	Vanguard Ftse Emerging Marke	0%	+1.54%	Add
8	TIP	Ishares Tips Bond ETF	0%	-5.43%	Trim
9	GLD	Spdr Gold Shares	-0.4%	-21.26%	Trim
10	VTI	Vanguard Total Stock Mkt ETF	-0.8%	+4.36%	Add
11	GLDM	Spdr Gold Minishares Trust	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-21	13F-HR	View on EDGAR
2025-12-31	2026-01-15	13F-HR	View on EDGAR
2025-09-30	2025-10-15	13F-HR	View on EDGAR
2025-06-30	2025-07-18	13F-HR	View on EDGAR
2025-03-31	2025-04-14	13F-HR	View on EDGAR
2024-12-31	2025-02-06	13F-HR	View on EDGAR
2024-09-30	2024-10-23	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-04-17	13F-HR	View on EDGAR
2023-12-31	2024-01-29	13F-HR	View on EDGAR
2023-09-30	2023-10-13	13F-HR	View on EDGAR
2023-06-30	2023-07-06	13F-HR	View on EDGAR
2023-03-31	2023-04-12	13F-HR	View on EDGAR
2022-12-31	2023-01-18	13F-HR	View on EDGAR
2022-09-30	2022-10-13	13F-HR	View on EDGAR
2022-06-30	2022-07-25	13F-HR	View on EDGAR
2022-03-31	2022-04-06	13F-HR	View on EDGAR
2021-12-31	2022-01-18	13F-HR	View on EDGAR
2021-09-30	2021-10-06	13F-HR	View on EDGAR
2021-06-30	2021-09-22	13F-HR	View on EDGAR
2021-03-31	2021-05-07	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-05	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-04-20	13F-HR	View on EDGAR
2019-12-31	2020-01-30	13F-HR	View on EDGAR
2019-09-30	2019-10-21	13F-HR	View on EDGAR
2019-06-30	2019-07-24	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR