Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings487 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED ETF | 34M | $1.4B | 12.3% | $33.05 | +3.21% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 8.9M | $1.3B | 11.6% | $130.81 | +4.01% | 2 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE EMERGING MARKETS | 28M | $1.2B | 10.3% | $34.28 | +0.76% | 2 qtrssince 2019-Q1 | Increased 62 |
SCHWAB INTL EQUITY ETF | 33.2M | $1.1B | 9.2% | $12.79 | +2.64% | 2 qtrssince 2019-Q1 | Increased 76 |
VANGUARD TAX-EXEMPT BOND ETF | 16.5M | $877.7M | 7.6% | $43.22 | +2.18% | 2 qtrssince 2019-Q1 | Increased 67 |
SCHWAB US BROAD MARKET ETF | 10.6M | $747M | 6.5% | $10.24 | +3.86% | 2 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE MSCI EMERGING | 14M | $720M | 6.3% | $42.44 | +0.41% | 2 qtrssince 2019-Q1 | Increased 71 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 5.6M | $644.5M | 5.6% | $96.83 | +5.38% | 2 qtrssince 2019-Q1 | Increased 62 |
VANGUARD REAL ESTATE ETF ETF | 4.2M | $371.4M | 3.2% | $67.36 | +1.48% | 2 qtrssince 2019-Q1 | Increased 59 |
ISHARES IBOXX INVESTMENT GRA | 2.9M | $365.4M | 3.2% | $91.92 | +5.01% | 2 qtrssince 2019-Q1 | Increased 61 |
SCHWAB US DVD EQUITY ETF | 6.1M | $321.1M | 2.8% | $13.72 | +2.30% | 2 qtrssince 2019-Q1 | Increased 54 |
VANGUARD EXTENDED MARKET ETF | 2.5M | $295.9M | 2.6% | $106.17 | +2.90% | 2 qtrssince 2019-Q1 | Increased 54 |
SPDR NUVEEN ICE MUNI BD ETF | 5.7M | $286M | 2.5% | $41.05 | +2.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.1M | $237.1M | 2.1% | $78.13 | +3.80% | 2 qtrssince 2019-Q1 | Increased 58 |
VANGUARD ENERGY ETF | 1.4M | $119.3M | 1.0% | $67.66 | -2.22% | 2 qtrssince 2019-Q1 | Increased 74 |
VANGUARD SMALL-CAP VIPERS | 744,153 | $116.6M | 1.0% | $138.59 | +2.77% | 2 qtrssince 2019-Q1 | Increased 49 |
VANGUARD S&P 500 ETF | 281,783 | $75.8M | 0.7% | $233.97 | +4.14% | 2 qtrssince 2019-Q1 | Increased 43 |
VANGUARD LARGE-CAP ETF | 439,002 | $59.1M | 0.5% | $117.32 | +4.25% | 2 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 386,829 | $51.8M | 0.5% | $111.36 | +13.46% | 2 qtrssince 2019-Q1 | Increased 36 |
ENERGY SELECT SECTOR SPDR | 798,488 | $50.9M | 0.4% | $24.23 | -2.77% | 2 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $11.5B across 487 positions as of Q2 2019. Top holdings: VEA (12.3%), VTI (11.6%), VWO (10.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 29 new positions, 22 exits, 298 increased. Top move: SCHF (INCREASED, conviction 76). Portfolio: $11.5B across 487 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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