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WealthNavi Inc.

FundShinagawa-ku, TOKYO · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch
$12.8B
Reported value of US stock holdings on Jun 30, the filing's own figure
11 positions · filed Jul 23, 23 days after the quarter ended
Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Jul 23 · against the report before it

New positions

0

None this quarter.

Sold out

0

None this quarter.

Added to

5, biggest 4
AGG ISHARES CORE U.S. AGGREGATE BOND ETF +238K shares+2%
VWO VANGUARD FTSE EMERGING MARKETS ETF +521K shares+3%
IVV ISHARES CORE S&P 500 ETF +62,162 shares+10%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF +598K shares+10%

Trimmed

4
IYR ISHARES U.S. REAL ESTATE ETF −140K shares−2%
IAU ISHARES GOLD TRUST −269K shares−4%
GLD SPDR GOLD SHARES −52,776 shares−10%
TIP ISHARES TIPS BOND ETF −27,119 shares−4%

Top holdings

Reference, not news
Top holdings · 11 positionsSwipe →
#TickerCompanyShares Share of this fund's holdingsvs last quarter
1 VTI VANGUARD TOTAL STOCK MARKET ETF 12.8M 37.2% −1%
2 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 49.5M 27.6% No change
3 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 11.8M 9.1% +2%
4 VWO VANGUARD FTSE EMERGING MARKETS ETF 16.6M 7.8% +3%
5 IYR ISHARES U.S. REAL ESTATE ETF 5.9M 4.7% −2%
6 IVV ISHARES CORE S&P 500 ETF 703K 4.1% +10%
7 IAU ISHARES GOLD TRUST 6.7M 3.9% −4%
8 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 6.6M 2.6% +10%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.