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.
WealthNavi Inc. (CIK 1774552) reported $11.54B across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($4.15B, 35.97%), VEA ($3.17B, 27.48%), AGG ($1.14B, 9.91%), VWO ($870.3M, 7.54%), IAU ($610.2M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $4.15B | 35.97% | 12.9M | Added |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3.17B | 27.48% | 49.5M | Trimmed |
| 3 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.14B | 9.91% | 11.5M | Added |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $870.3M | 7.54% | 16.1M | Added |
| 5 | IAU | ISHARES GOLD TRUST | $610.2M | 5.29% | 6.9M | Trimmed |
| 6 | IYR | ISHARES U.S. REAL ESTATE ETF | $568.3M | 4.93% | 6.0M | Added |
| 7 | IVV | ISHARES CORE S&P 500 ETF | $418.5M | 3.63% | 640,705 | Added |
| 8 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $302.7M | 2.62% | 6.0M | Added |
| 9 | GLD | SPDR GOLD SHARES | $222.8M | 1.93% | 517,765 | Trimmed |
| 10 | TIP | ISHARES TIPS BOND ETF | $72.3M | 0.63% | 654,936 | Trimmed |
| 11 | GLDM | SPDR Gold MiniShares Trust | $9.1M | 0.08% | 97,779 | New |
Source: SEC Form 13F filings · as of 2026-03-31