The Analysis of WealthNavi Inc.'s Holdings


Currently, WealthNavi Inc. holds 10 types of securities in its portfolio with a total value $10.8M. In the most recent quarter, they have increased their positions in IVV (+70.1K shares, valued at $46.9K), IAU (+559.4K shares, valued at $40.7K), AGG (+398.4K shares, valued at $39.9K); decreased their positions in VWO (-342.8K shares, valued at $18.6K), GLD (-39.7K shares, valued at $14.1K), TIP (-37.3K shares, valued at $4.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD TOTAL STOCK MARKET ETF12.4M shares0.08%2025-09-302025-10-15history
VEA VANGUARD FTSE DEVELOPED MARKETS ETF48.8M shares1.14%2025-09-302025-10-15history
AGG ISHARES CORE U.S. AGGREGATE BOND ETF10.4M shares3.98%2025-09-302025-10-15history
VWO VANGUARD FTSE EMERGING MARKETS ETF15.3M shares-2.19%2025-09-302025-10-15history
IAU ISHARES GOLD TRUST7.1M shares8.51%2025-09-302025-10-15history
IYR ISHARES U.S. REAL ESTATE ETF5.3M shares8.24%2025-09-302025-10-15history
IVV ISHARES CORE S&P 500 ETF500.6K shares16.28%2025-09-302025-10-15history
GLD SPDR GOLD SHARES738.0K shares-5.11%2025-09-302025-10-15history
Sponsored
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF4.4M shares14.72%2025-09-302025-10-15history
TIP ISHARES TIPS BOND ETF727.2K shares-4.88%2025-09-302025-10-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available