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CIK: 0001774552
Total reported value
$12.8B
$12.8B
10 檔
62.0%
During the Q1 2025 filing period, WealthNavi Inc. (CIK: 0001774552) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $12.8B across 10 reported positions.
In Q1 2025, WealthNavi Inc. displayed an active expansion posture, initiating 3 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 35.04% | +1.23% | +3.11% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 28.16% | +0.14% | +0.73% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.38% | -0.80% | +2.69% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 8.47% | +0.23% | +4.07% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-Other | 5.00% | -0.23% | +5.41% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.97% | -1.35% | +2.12% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.82% | -0.59% | -10.38% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.27% | +0.49% | +27.81% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.90% | +0.02% | +33.30% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.99% | -0.09% | -5.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | +3.11% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.4% | +0.73% | Add |
| 3 | IYR | Ishares US Real Estate ETF | -0.1% | +5.41% | Add |
| 4 | TIP | Ishares Tips Bond ETF | -0.8% | -5.24% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | -1.3% | +2.69% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | -3.6% | +4.07% | Add |
| 7 | GLD | Spdr Gold Shares | -3.9% | -10.38% | Trim |
| 8 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 9 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 10 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
According to official SEC Form 13F filings, WealthNavi Inc. reported a total U.S. public equity portfolio value of $12.8B across 10 disclosed positions in Q1 2025.
During Q1 2025, WealthNavi Inc.'s top holdings by market value included VTI (35.0%)、VEA (28.2%)、AGG (11.4%). The largest single position, VTI, represented 35.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, AGG) accounted for 62.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IAU
市值: $356.7M
Top Position Liquidated / Trimmed
GLD
前期市值: $291.1M
In Q1 2025, WealthNavi Inc. made 10 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 1 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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