Institutional Fund
Wealthnavi Inc.
Shinagawa-Ku, Tokyo, JapanCIK 17745525 filings on record
Portfolio Value
$11.54M
Q1 2026
Holdings
11
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+2.0%
from $11.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds36.0%
- Vanguard Tax-Managed Fds27.5%
- Ishares Tr9.9%
- Vanguard Intl Equity Index F7.5%
- Ishares Gold Tr5.3%
- Ishares Tr4.9%
- Other8.9%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 12.94M | $4.15M | 36.0% | +540.3K | Added |
| 2 | Vanguard Tax-Managed Fds | 49.48M | $3.17M | 27.5% | −57.5K | Reduced |
| 3 | Ishares Tr | 11.51M | $1.14M | 9.9% | +354.2K | Added |
| 4 | Vanguard Intl Equity Index F | 16.10M | $870.3K | 7.5% | +244.8K | Added |
| 5 | Ishares Gold Tr | 6.92M | $610.2K | 5.3% | −167.5K | Reduced |
| 6 | Ishares Tr | 6.01M | $568.3K | 4.9% | +171.3K | Added |
| 7 | Ishares Tr | 640.7K | $418.5K | 3.6% | +77.5K | Added |
| 8 | Ishares Tr | 6.05M | $302.7K | 2.6% | +1.00M | Added |
| 9 | Spdr Gold Tr | 517.8K | $222.8K | 1.9% | −139.8K | Reduced |
| 10 | Ishares Tr | 654.9K | $72.3K | 0.6% | −37.6K | Reduced |
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