WEALTHFRONT Corp

Q3 2018 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    511

  • Value ($000)

    $10,359,712

  • Date Filed
    04/30/2019
  • Form type
    restatement
  • CIK
    0001524566
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2018 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$1.37B
13 %

9,175,401

V
VEA

VANGUARD TAX MANAGED INTL FD

FTSE DEV MKT ETF
921943858
$1.26B
12 %

29,146,107

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$971.02M
9 %

23,683,352

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$941.91M
9 %

28,091,484

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$741.82M
7 %

14,326,332

V
VIG

VANGUARD GROUP

DIV APP ETF
921908844
$650.57M
6 %

5,876,862

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$616.80M
6 %

8,762,545

---

VANGUARD MUN BD FD INC

TAX EXEMPT BD
922907746
$584.76M
6 %

11,577,146

K
KRE

SPDR SER TR

NUVEEN BRC MUNIC
78468R721
$362.60M
4 %

7,636,927

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$316.89M
3 %

3,927,764

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