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WealthNavi Inc.

· CIK 0001774552
13F Portfolio $11.3B AUM 10 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
10 New
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 VTI VANGUARD TOTAL STOCK MARKET ETF 12,394,779 $4.16B 36.72% NEW
2 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 49,538,873 $3.09B 27.35% NEW
3 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 11,159,114 $1.11B 9.85% NEW
4 VWO VANGUARD FTSE EMERGING MARKETS ETF 15,857,145 $852.5M 7.53% NEW
5 IAU ISHARES GOLD TRUST Financial Services 7,089,248 $575.4M 5.08% NEW
6 IYR ISHARES U.S. REAL ESTATE ETF 5,838,937 $548.2M 4.84% NEW
7 IVV ISHARES CORE S&P 500 ETF 563,199 $385.8M 3.41% NEW
8 GLD SPDR GOLD SHARES Financial Services 657,586 $260.6M 2.30% NEW
9 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 5,046,330 $252.4M 2.23% NEW
10 TIP ISHARES TIPS BOND ETF 692,532 $76.1M 0.67% NEW
Sector Allocation
Financial Services 100.0%