WI
| |
WEALTHFRONT INC13F | |
| WEALTHFRONT INC | |
| Last update 2019-05-02 | 510 Stocks (36 new) |
| Value $10.36 Bil | Turnover 5 % |
| Portfolio Report | |
WEALTHFRONT INC Top Holdings of 2018-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 9,175,401 | 1373099.000 | +4.03% | 13.260 | +0.51% | 0.720 | +11.80% | +20.27% | 423658.824 | ||
VEA | Vanguard FTSE Developed Markets ETF | 29,146,107 | 1261152.000 | +10.33% | 12.180 | +1.14% | 1.300 | +6.74% | +6.08% | 139217.980 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 23,683,352 | 971017.000 | -4.77% | 9.380 | -0.51% | 1.380 | +13.15% | +15.35% | 79711.430 | ||
SCHF | Schwab International Equity ETF | 28,091,484 | 941907.000 | +1.69% | 9.090 | +0.15% | 3.570 | +7.08% | +7.14% | 40986.000 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 14,326,332 | 741817.000 | +26.91% | 7.160 | +1.52% | 1.080 | +11.73% | +12.04% | 83741.405 | ||
VIG | Vanguard Dividend Appreciation FTF | 5,876,862 | 650569.000 | +1.67% | 6.280 | +0.10% | 1.430 | +8.11% | +15.33% | 82739.959 | ||
SCHB | Schwab U.S. Broad Market ETF | 17,525,090 | 616796.000 | -2.59% | 5.960 | -0.16% | 2.050 | +11.86% | +20.42% | 31646.483 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 11,577,146 | 584762.000 | +21.13% | 5.650 | +0.99% | 3.980 | -0.84% | -1.16% | 33908.315 | ||
TFI | SPDR Nuveen Bloomberg Municipal Bond ETF | 7,636,927 | 362601.000 | -1.78% | 3.500 | -0.07% | 7.650 | -1.35% | -2.09% | 3536.685 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 3,927,764 | 316892.000 | +1.56% | 3.060 | +0.05% | 0.890 | +7.58% | +7.94% | 35538.344 |
WEALTHFRONT INC's Historical Top Holdings Breakdowns
WEALTHFRONT INC Total Holding History ($B)
WEALTHFRONT INC's Asset Allocation
WEALTHFRONT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WEALTHFRONT INC's Hypothetical Growth since 2018-09-30
WEALTHFRONT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WEALTHFRONT INC's Holdings Heat Map
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WEALTHFRONT INC's Holdings Bubble Chart
WEALTHFRONT INC News
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