Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings480 positions
VANGUARD FTSE DEV MKT ETF | 36.1M | $1.5B | 13.7% | $32.74 | 0.00% | 1 qtr | First report 0 |
VANGUARD TOTAL STOCK MARKET ETF | 8.7M | $1.3B | 11.7% | $129.59 | 0.00% | 1 qtr | First report 0 |
VANGUARD EMERGING MARKETS ETF | 27.9M | $1.2B | 11.0% | $34.17 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 26.7M | $834.5M | 7.7% | $12.63 | 0.00% | 1 qtr | First report 0 |
VANGUARD MUN BD FDS | 15.2M | $794.2M | 7.4% | $43.14 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 10M | $678.3M | 6.3% | $10.16 | 0.00% | 1 qtr | First report 0 |
iShares Core MSCI Emerging Markets ETF | 12.1M | $627.3M | 5.8% | $42.41 | 0.00% | 1 qtr | First report 0 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 5.5M | $604.4M | 5.6% | $95.59 | 0.00% | 1 qtr | First report 0 |
Vanguard Real Estate ETF | 4.1M | $358.3M | 3.3% | $66.04 | 0.00% | 1 qtr | First report 0 |
iShares iBoxx $ Investment Grade Corporate Bond ET | 2.7M | $325.4M | 3.0% | $90.80 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 6M | $311.4M | 2.9% | $13.39 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 5.8M | $287.4M | 2.7% | $41.05 | 0.00% | 1 qtr | First report 0 |
Vanguard Extended Market ETF | 2.4M | $282.4M | 2.6% | $105.53 | 0.00% | 1 qtr | First report 0 |
iShares JP Morgan USD Emerging Markets Bond ETF | 1.9M | $207.9M | 1.9% | $77.14 | 0.00% | 1 qtr | First report 0 |
Vanguard Small-Cap ETF | 723,549 | $110.6M | 1.0% | $137.15 | 0.00% | 1 qtr | First report 0 |
Energy Select Sector SPDR Fund | 1.6M | $104.2M | 1.0% | $23.76 | 0.00% | 1 qtr | First report 0 |
VANGUARD S&P500 INDEX ETF | 275,475 | $71.5M | 0.7% | $231.74 | 0.00% | 1 qtr | First report 0 |
VANGUARD WORLD FD | 746,198 | $66.7M | 0.6% | $68.13 | 0.00% | 1 qtr | First report 0 |
Vanguard Large-Cap ETF | 445,488 | $57.8M | 0.5% | $116.35 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp | 373,480 | $44M | 0.4% | $110.12 | 0.00% | 1 qtr | First report 0 |
Wealthfront Advisers LLC manages $10.8B across 480 positions as of Q1 2019. Top holdings: VEA (13.7%), VTI (11.7%), VWO (11.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
First quarter we have for this fund: 480 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $10.8B across 480 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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