Wealthsimple US, Ltd.

Q1 2021 13F Holdings

  • Location
    brooklyn, NY
  • Num holdings

    23

  • Value ($000)

    $168,858

  • Date Filed
    05/12/2021
  • Form type
    13F-HR
  • CIK
    0001811613
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VSGX

VANGUARD WORLD FD

ESG INTL STK ETF
921910725
$29.31 M
17 %

477,546

E
ESGV

VANGUARD WORLD FD

ESG US STK ETF
921910733
$24.41 M
15 %

331,046

K
KRE

SPDR SER TR

PORTFOLIO LN TSR
78464A664
$21.26 M
13 %

545,446

L
LTPZ

PIMCO ETF TR

15+ YR US TIPS
72201R304
$16.75 M
10 %

207,382

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$16.36 M
10 %

79,132

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$14.74 M
9 %

228,110

A
ACWV

ISHARES INC

MSCI GBL MIN VOL
464286525
$10.35 M
6 %

104,920

E
EEMV

ISHARES INC

MSCI EMERG MRKT
464286533
$9.95 M
6 %

157,492

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$6.89 M
4 %

83,499

S
SUSB

ISHARES TR

ESG AWRE 1 5 YR
46435G243
$5.45 M
3 %

209,839

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