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WI
WealthNavi Inc.
Fund Shinagawa-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 positions Swipe →
Reports
The last 2. Each covers one quarter.
Filed Jul 23 Quarter ended Jun 30 · 23 days after Read ↗
Reported value $12.8B · 11 positions · 0 new · 0 sold out · 5 added to · 4 trimmed
Filed Apr 21 Quarter ended Mar 31 · 21 days after Read ↗
Reported value $11.5B · 11 positions
About holdings reports
A large money manager lists its US stock holdings on SEC Form 13F within 45 days of each quarter end. It shows what was held on the last day of the quarter, not when it was bought or at what price. Every ticker appears once the security number is matched to a listing.