WealthNavi Inc.
CIK: 0001774552SEC EDGAR →
Portfolio Value
$11.3B
Holdings
10
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | 12,394,779 | $4.2B | 36.72% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 49,538,873 | $3.1B | 27.35% |
| 3 | ISHARES CORE U.S. AGGREGATE BOND ETF | 11,159,114 | $1.1B | 9.85% |
| 4 | VANGUARD FTSE EMERGING MARKETS ETF | 15,857,145 | $852.5M | 7.53% |
| 5 | ISHARES GOLD TRUST | 7,089,248 | $575.4M | 5.09% |
| 6 | ISHARES U.S. REAL ESTATE ETF | 5,838,937 | $548.2M | 4.84% |
| 7 | ISHARES CORE S&P 500 ETF | 563,199 | $385.8M | 3.41% |
| 8 | SPDR GOLD SHARES | 657,586 | $260.6M | 2.30% |
| 9 | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 5,046,330 | $252.4M | 2.23% |
| 10 | ISHARES TIPS BOND ETF | 692,532 | $76.1M | 0.67% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 8 | $10.5B | 92.6% |
| Unknown | 2 | $836.0M | 7.4% |