WI
| |
WEALTHFRONT INC13F | |
| WEALTHFRONT INC | |
| Last update 2019-05-02 | 510 Stocks (36 new) |
| Value $10.36 Bil | Turnover 5 % |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 9,175,401 | 1,373,099.0 | +4.03% | 13.260 | +0.51% | 0.720 | +17.05% | +6.98% | 450,247.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 29,146,107 | 1,261,152.0 | +10.33% | 12.180 | +1.14% | 1.300 | +15.17% | +21.17% | 151,853.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 23,683,352 | 971,017.0 | -4.77% | 9.380 | -0.51% | 1.380 | +12.40% | +14.02% | 83,003.4 | ||
SCHF | Schwab International Equity ETF | 28,091,484 | 941,907.0 | +1.69% | 9.090 | +0.15% | 3.570 | +14.61% | +20.68% | 49,128.7 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 14,326,332 | 741,817.0 | +26.91% | 7.160 | +1.52% | 1.080 | +15.43% | +17.51% | 96,608.3 | ||
VIG | Vanguard Dividend Appreciation FTF | 5,876,862 | 650,569.0 | +1.67% | 6.280 | +0.10% | 1.430 | +11.15% | +7.09% | 87,948.4 | ||
SCHB | Schwab U.S. Broad Market ETF | 17,525,090 | 616,796.0 | -2.59% | 5.960 | -0.16% | 2.050 | +17.02% | +6.97% | 34,739.9 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 11,577,146 | 584,762.0 | +21.13% | 5.650 | +0.99% | 3.980 | -0.88% | -0.73% | 35,799.5 | ||
TFI |
SPDR Nuveen Bloomberg Municipal Bond ETF
SPDR Nuveen Bloomberg Municipal Bond ETF
| 7,636,927 | 362,601.0 | -1.78% | 3.500 | -0.07% | 7.650 | -0.85% | -0.71% | 3,211.3 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 3,927,764 | 316,892.0 | +1.56% | 3.060 | +0.05% | 0.890 | +3.28% | +3.10% | 33,794.2 |
WEALTHFRONT INC's Historical Top Holdings Breakdowns
WEALTHFRONT INC Total Holding History ($B)
WEALTHFRONT INC's Asset Allocation
WEALTHFRONT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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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