Wealthsimple US, Ltd.
Q1 2021 13F Holdings
- Locationbrooklyn, NY
- Num holdings
23
- Value ($000)
$168,858
- Date Filed05/12/2021
- Form type13F-HR
- CIK0001811613
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $29.31M | 17 % | 477,546 | ||
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $24.41M | 15 % | 331,046 | ||
KRE SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | $21.26M | 13 % | 545,446 | ||
LTPZ PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $16.75M | 10 % | 207,382 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $16.36M | 10 % | 79,132 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $14.74M | 9 % | 228,110 | ||
ACWV ISHARES INC | MSCI GBL MIN VOL | 464286525 | $10.35M | 6 % | 104,920 | ||
EEMV ISHARES INC | MSCI EMERG MRKT | 464286533 | $9.95M | 6 % | 157,492 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $6.89M | 4 % | 83,499 | ||
SUSB ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | $5.45M | 3 % | 209,839 |
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