Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings480 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED ETF | 36.1M | $1.5B | 13.7% | $33.05 | 0.00% | 1 qtr | New 98 |
VANGUARD TOTAL STOCK MARKET VIPERS | 8.7M | $1.3B | 11.7% | $130.70 | 0.00% | 1 qtr | New 98 |
VANGUARD FTSE EMERGING MARKETS | 27.9M | $1.2B | 11.0% | $34.28 | 0.00% | 1 qtr | New 98 |
SCHWAB INTL EQUITY ETF | 26.7M | $834.5M | 7.7% | $12.71 | 0.00% | 1 qtr | New 98 |
VANGUARD TAX-EXEMPT BOND ETF | 15.2M | $794.2M | 7.4% | $43.14 | 0.00% | 1 qtr | New 98 |
SCHWAB US BROAD MARKET ETF | 10M | $678.3M | 6.3% | $10.22 | 0.00% | 1 qtr | New 97 |
ISHARES CORE MSCI EMERGING | 12.1M | $627.3M | 5.8% | $42.41 | 0.00% | 1 qtr | New 97 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 5.5M | $604.4M | 5.6% | $96.75 | 0.00% | 1 qtr | New 97 |
VANGUARD REAL ESTATE ETF ETF | 4.1M | $358.3M | 3.3% | $67.33 | 0.00% | 1 qtr | New 86 |
ISHARES IBOXX INVESTMENT GRA | 2.7M | $325.4M | 3.0% | $91.57 | 0.00% | 1 qtr | New 86 |
SCHWAB US DVD EQUITY ETF | 6M | $311.4M | 2.9% | $13.72 | 0.00% | 1 qtr | New 80 |
SPDR NUVEEN ICE MUNI BD ETF | 5.8M | $287.4M | 2.7% | $41.05 | 0.00% | 1 qtr | New 80 |
VANGUARD EXTENDED MARKET ETF | 2.4M | $282.4M | 2.6% | $106.11 | 0.00% | 1 qtr | New 80 |
ISHARES TR | 1.9M | $207.9M | 1.9% | $77.82 | 0.00% | 1 qtr | New 70 |
VANGUARD SMALL-CAP VIPERS | 723,549 | $110.6M | 1.0% | $138.48 | 0.00% | 1 qtr | New 69 |
ENERGY SELECT SECTOR SPDR | 1.6M | $104.2M | 1.0% | $24.23 | 0.00% | 1 qtr | New 58 |
VANGUARD S&P 500 ETF | 275,475 | $71.5M | 0.7% | $233.75 | 0.00% | 1 qtr | New 58 |
VANGUARD ENERGY ETF | 746,198 | $66.7M | 0.6% | $68.98 | 0.00% | 1 qtr | New 58 |
VANGUARD LARGE-CAP ETF | 445,488 | $57.8M | 0.5% | $117.32 | 0.00% | 1 qtr | New 57 |
MICROSOFT CORP | 373,480 | $44M | 0.4% | $110.82 | 0.00% | 1 qtr | New 48 |
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: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 480 new positions, 0 exits, 0 increased. Top move: VEA (NEW, conviction 98). 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