WealthNavi Inc. - Portfolio overview

WealthNavi Inc. has 11 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 35.97%
  2. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 27.48%
  3. AGG - ISHARES CORE U.S. AGGREGATE BOND ETF, 9.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.