Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEALTHFRONT Corp (CIK 1524566) reported $10.36B across 511 reported positions in its SEC 13F filing for 2018-09-30. Largest positions: VTI ($1.37B, 13.25%), VEA ($1.26B, 12.17%), VWO ($971.0M, 9.37%), SCHF ($941.9M, 9.09%), IEMG ($741.8M, 7.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $1.37B | 13.25% | 9.2M | Added |
| 2 | VEA | VANGUARD TAX MANAGED INTL FD | $1.26B | 12.17% | 29.1M | Added |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $971.0M | 9.37% | 23.7M | Trimmed |
| 4 | SCHF | SCHWAB STRATEGIC TR | $941.9M | 9.09% | 28.1M | Added |
| 5 | IEMG | ISHARES INC | $741.8M | 7.16% | 14.3M | Added |
| 6 | VIG | VANGUARD GROUP | $650.6M | 6.28% | 5.9M | Added |
| 7 | SCHB | SCHWAB STRATEGIC TR | $616.8M | 5.95% | 8.8M | Trimmed |
| 8 | VTEB | VANGUARD MUN BD FD INC | $584.8M | 5.64% | 11.6M | Added |
| 9 | TFI | SPDR SER TR | $362.6M | 3.50% | 7.6M | Trimmed |
| 10 | VNQ | VANGUARD INDEX FDS | $316.9M | 3.06% | 3.9M | Added |
| 11 | VXF | VANGUARD INDEX FDS | $306.7M | 2.96% | 2.5M | Added |
| 12 | LQD | ISHARES TR | $269.9M | 2.61% | 2.3M | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $263.6M | 2.54% | 5.0M | Trimmed |
| 14 | EMB | ISHARES TR | $171.6M | 1.66% | 1.6M | Added |
| 15 | XLE | SELECT SECTOR SPDR TR | $137.3M | 1.33% | 1.8M | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $112.9M | 1.09% | 694,556 | Trimmed |
| 17 | MUB | ISHARES TR | $89.6M | 0.86% | 829,648 | Trimmed |
| 18 | VDE | VANGUARD WORLD FDS | $75.0M | 0.72% | 713,301 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $59.9M | 0.58% | 224,163 | Trimmed |
| 20 | AAPL | APPLE INC | $50.7M | 0.49% | 224,626 | Added |
| 21 | VV | VANGUARD INDEX FDS | $42.3M | 0.41% | 316,962 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $41.8M | 0.40% | 365,084 | Added |
| 23 | AMZN | AMAZON COM INC | $36.7M | 0.35% | 18,335 | Added |
| 24 | META | FACEBOOK INC | $26.1M | 0.25% | 158,934 | Trimmed |
| 25 | SCHP | SCHWAB STRATEGIC TR | $18.8M | 0.18% | 348,079 | Trimmed |
Source: SEC Form 13F filings · as of 2018-09-30