Universe · entity
WealthNavi Inc.
Institutional manager (13F) · CIK 1774552
13F holdings · as of 2026-03-31 · top 11 · reported portfolio $12M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | $4M | 12,935,073 |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | $3M | 49,481,329 |
| 3 | ISHARES CORE U.S. AGGREGATE BOND ETF | $1M | 11,513,352 |
| 4 | VANGUARD FTSE EMERGING MARKETS ETF | $870k | 16,101,944 |
| 5 | ISHARES GOLD TRUST | $610k | 6,921,771 |
| 6 | ISHARES U.S. REAL ESTATE ETF | $568k | 6,010,249 |
| 7 | ISHARES CORE S&P 500 ETF | $419k | 640,705 |
| 8 | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $303k | 6,048,314 |
| 9 | SPDR GOLD SHARES | $223k | 517,765 |
| 10 | ISHARES TIPS BOND ETF | $72k | 654,936 |
| 11 | SPDR Gold MiniShares Trust | $9k | 97,779 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.