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WealthNavi Inc.

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13F filer, CIK 1774552, Shinagawa-ku, TOKYO, Japan

WealthNavi Inc. reported $8,601,800,000 across 10 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-06.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-010100

Period
2024-12-31
Reported value
$8.6B
Holdings
10
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+3,331,395$159M
IVVadded+68,050$40.1M
IAGGadded+464,993$23.2M
AGGadded+207,960$20.2M
IAUadded+141,211$6.99M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTIreduced-260,565-$75.5M
GLDreduced-54,940-$13.3M
TIPreduced-42,520-$4.53M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001104659-25-010100, largest first. % of portfolio is the value over $8,601,800,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372,065 shares; 2024Q4: 11,111,500 shares 11,111,500$3.22B37.44%-260,565Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,095,601 shares; 2024Q4: 49,426,996 shares 49,426,996$2.36B27.48%+3,331,395Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862,677 shares; 2024Q4: 10,070,637 shares 10,070,637$976M11.34%+207,960Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,080,266 shares; 2024Q4: 16,165,516 shares 16,165,516$712M8.28%+85,250Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,387,956 shares; 2024Q4: 4,456,004 shares 4,456,004$415M4.82%+68,048Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782,790 shares; 2024Q4: 5,924,001 shares 5,924,001$293M3.41%+141,211Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,738 shares; 2024Q4: 982,798 shares 982,798$238M2.77%-54,940Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,534 shares; 2024Q4: 283,584 shares 283,584$167M1.94%+68,050Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092,315 shares; 2024Q4: 2,557,308 shares 2,557,308$128M1.48%+464,993Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,044 shares; 2024Q4: 841,524 shares 841,524$89.7M1.04%-42,520Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-010100 base2025-02-06acceptance time not in the bulk data set