WealthNavi Inc.

Q4 2024 13F Holdings

  • Location
    shinagawa-ku, tokyo, M0
  • Num holdings

    10

  • Value ($000)

    $8,602

  • Date Filed
    02/06/2025
  • Form type
    13F-HR
  • CIK
    0001774552
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
$3.22M
37 %

11,111,500

VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
$2.36M
28 %

49,426,996

AGG
AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

ETF
$975.85K
11 %

10,070,637

VWO
VWO

VANGUARD FTSE EMERGING MARKETS ETF

ETF
$711.93K
8 %

16,165,516

IYR
IYR

ISHARES U.S. REAL ESTATE ETF

ETF
$414.68K
5 %

4,456,004

IAU
IAU

ISHARES GOLD TRUST

ETF
$293.30K
3 %

5,924,001

GQ9
GQ9

SPDR GOLD SHARES

ETF
$237.97K
3 %

982,798

IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
$166.94K
2 %

283,584

IAGG
IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

ETF
$127.66K
2 %

2,557,308

TIP
TIP

ISHARES TIPS BOND ETF

ETF
$89.66K
1 %

841,524

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