Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings433 positions
SCHWAB INTERNATIONAL EQUITY ETF | 62.6M | $1.6B | 14.7% | $12.16 | -10.77% | 5 qtrssince 2019-Q1 | Increased 87 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 8.6M | $1.1B | 10.1% | $131.12 | -10.30% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-EXEMPT BOND ETF | 19.2M | $1B | 9.2% | $43.58 | +2.71% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 24M | $972.5M | 8.8% | $39.61 | -13.80% | 5 qtrssince 2019-Q1 | Increased 85 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 23.1M | $771.7M | 7.0% | $33.12 | -16.73% | 5 qtrssince 2019-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 22.5M | $753.5M | 6.8% | $34.32 | -18.70% | 5 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB U.S. BROAD MARKET ETF | 12.4M | $749.8M | 6.8% | $10.12 | -8.89% | 5 qtrssince 2019-Q1 | Increased 69 |
VANGUARD DIVIDEND APPRECIATION ETF | 4.9M | $506.8M | 4.6% | $96.32 | -4.68% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.3M | $411.7M | 3.7% | $92.23 | +5.59% | 5 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DIVIDEND EQUITY ETF | 8.1M | $366.3M | 3.3% | $13.14 | -9.21% | 5 qtrssince 2019-Q1 | Increased 71 |
VANGUARD REAL ESTATE ETF | 4.6M | $322.9M | 2.9% | $66.20 | -16.89% | 5 qtrssince 2019-Q1 | Increased 54 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 5.8M | $287.6M | 2.6% | $41.10 | +3.50% | 5 qtrssince 2019-Q1 | Increased 55 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2.7M | $256.9M | 2.3% | $78.01 | -9.11% | 5 qtrssince 2019-Q1 | Increased 55 |
VANGUARD EXTENDED MARKET ETF | 2.8M | $251M | 2.3% | $106.31 | -21.16% | 5 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 798,023 | $92.1M | 0.8% | $137.03 | -23.24% | 5 qtrssince 2019-Q1 | Increased 43 |
Vanguard Index Funds S&P 500 ETF SHS | 381,886 | $90.4M | 0.8% | $227.87 | -5.38% | 5 qtrssince 2019-Q1 | Increased 54 |
SELECT SECTOR SPDR TR | 3M | $87.5M | 0.8% | $17.78 | -36.42% | 5 qtrssince 2019-Q1 | Increased 64 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 711,612 | $84.3M | 0.8% | $113.06 | -4.28% | 5 qtrssince 2019-Q1 | Increased 62 |
Microsoft Corp. | 487,269 | $76.8M | 0.7% | $118.38 | +26.04% | 5 qtrssince 2019-Q1 | Increased 49 |
VANGUARD TOTAL BOND MARKET ETF | 801,491 | $68.4M | 0.6% | $66.46 | +5.63% | 5 qtrssince 2019-Q1 | Increased 44 |
Wealthfront Advisers LLC manages $11B across 433 positions as of Q1 2020. Top holdings: SCHF (14.7%), VTI (10.1%), VTEB (9.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 14 new positions, 74 exits, 231 increased. Top move: SCHF (INCREASED, conviction 87). Portfolio: $11.0B across 433 positions.
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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
Verify source filings on SEC EDGAR