The Analysis of WealthNavi Inc.'s Holdings


Currently, WealthNavi Inc. holds 10 types of securities in its portfolio with a total value $11.3M. In the most recent quarter, they have increased their positions in AGG (+747.4K shares, valued at $74.6K), IYR (+540.3K shares, valued at $50.7K), VEA (+741.3K shares, valued at $46.3K); decreased their positions in GLD (-80.4K shares, valued at $31.9K), TIP (-34.7K shares, valued at $3.8K), N/A (-41.3K shares, valued at $3.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD TOTAL STOCK MARKET ETF12.4M shares0.26%2025-12-312026-01-15history
VEA VANGUARD FTSE DEVELOPED MARKETS ETF49.5M shares1.52%2025-12-312026-01-15history
AGG ISHARES CORE U.S. AGGREGATE BOND ETF11.2M shares7.18%2025-12-312026-01-15history
VWO VANGUARD FTSE EMERGING MARKETS ETF15.9M shares3.57%2025-12-312026-01-15history
ISHARES GOLD TRUST ISHARES GOLD TRUST7.1M shares-0.58%2025-12-312026-01-15history
IYR ISHARES U.S. REAL ESTATE ETF5.8M shares10.20%2025-12-312026-01-15history
IVV ISHARES CORE S&P 500 ETF563.2K shares12.51%2025-12-312026-01-15history
GLD SPDR GOLD SHARES657.6K shares-10.89%2025-12-312026-01-15history
Sponsored
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF5.0M shares15.87%2025-12-312026-01-15history
TIP ISHARES TIPS BOND ETF692.5K shares-4.77%2025-12-312026-01-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available