Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WEALTHNAVI INC 04-17-2024 03-31-2024 10 7,511,549,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD TOTAL STOCK MARKET ETF ETF 1 $2,742,304,000 10,551,380 36.51 36.41 -32,418 -0.31 03-31-2024
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 2 $2,095,178,000 41,761,577 27.89 27.90 1,591,333 3.96 03-31-2024
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 3 $927,700,000 9,472,127 12.35 13.05 404,738 4.46 03-31-2024
VANGUARD FTSE EMERGING MARKETS ETF ETF 4 $697,588,000 16,700,703 9.29 9.37 974,505 6.20 03-31-2024
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