Investor
WealthNavi Inc.
CIK 0001774552 · filed 2026-04-21 · SEC filing
13F book
$11.5M
Positions
11
1 new · 0 sold
Largest name
36.0%
Vanguard Index Fds
Est. mark
−$49.3K
Price effect on 10 names still held. Flow $271K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 12.9M | $4.15M | 36.0% | −$179.2K | Added−$5.9K |
| Vanguard Tax-Managed Fds | — | 49.5M | $3.17M | 27.5% | $79.7K | Cut$76.1K |
| Ishares Tr | — | 11.5M | $1.14M | 9.9% | −$6.81K | Added$28.4K |
| Vanguard Intl Equity Index F | — | 16.1M | $870.3K | 7.5% | $4.6K | Added$17.8K |
| Ishares Gold Tr | — | 6.92M | $610.2K | 5.3% | $48.4K | Cut$34.8K |
| Ishares Tr | — | 6.01M | $568.3K | 4.9% | $3.91K | Added$20.1K |
| Ishares Tr | — | 640.7K | $418.5K | 3.6% | −$17.9K | Added$32.8K |
| Ishares Tr | — | 6.05M | $302.7K | 2.6% | $152 | Added$50.3K |
| Spdr Gold Tr | — | 517.8K | $222.8K | 1.9% | $17.6K | Cut−$37.8K |
| Ishares Tr | — | 654.9K | $72.3K | 0.6% | $295 | Cut−$3.84K |
| World Gold Tr | — | 97.8K | $9.06K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.