Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTHFRONT ADVISERS LLC | 04-19-2024 | 03-31-2024 | 866 | 28,576,193,691 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $3,955,371,338 | 15,218,820 | 0.01 | 0.01 | 647,937 | 4.45 | 03-31-2024 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $2,764,703,337 | 55,106,704 | 0.01 | 0.01 | 1,036,591 | 1.92 | 03-31-2024 |
ISHARES INC | CORE MSCI EMKT | 3 | $1,852,571,838 | 35,902,555 | 0.01 | 0.01 | 2,190,747 | 6.50 | 03-31-2024 |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 4 | $1,784,543,148 | 45,734,063 | 0.01 | 0.01 | 893,555 | 1.99 | 03-31-2024 |