HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
15,218,820 | +647,937 | $3,955,371 |
| VTI | 15,218,820 | +647,937 | $3,955,371 |
| VANGUARD TAX MANAGED FDS (VEA) |
55,106,704 | +1,036,591 | $2,764,703 |
| VEA | 55,106,704 | +1,036,591 | $2,764,703 |
| ISHARES INC (IEMG) |
35,902,555 | +2,190,747 | $1,852,572 |
| IEMG | 35,902,555 | +2,190,747 | $1,852,572 |
| SCHWAB STRATEGIC TR |
45,734,063 | +893,555 | $1,784,543 |
| SCHF | 45,734,063 | +893,555 | $1,784,543 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
41,447,526 | +602,482 | $1,731,263 |
| VWO | 41,447,526 | +602,482 | $1,731,263 |
| VANGUARD MUN BD FDS (VTEB) |
28,367,266 | +3,543,291 | $1,435,384 |
| VTEB | 28,367,266 | +3,543,291 | $1,435,384 |
| SCHWAB STRATEGIC TR |
21,898,621 | -889,698 | $1,336,911 |
| SCHB | 21,898,621 | -889,698 | $1,336,911 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
6,943,479 | +348,752 | $1,267,949 |
| VIG | 6,943,479 | +348,752 | $1,267,949 |
| ISHARES TR (MUB) |
9,155,012 | -454,430 | $985,079 |
| MUB | 9,155,012 | -454,430 | $985,079 |
| VANGUARD INDEX FDS (VNQ) |
7,941,598 | +271,179 | $686,789 |
| VNQ | 7,941,598 | +271,179 | $686,789 |
| ISHARES TR (LQD) |
5,953,739 | +315,348 | $648,481 |
| LQD | 5,953,739 | +315,348 | $648,481 |
| ISHARES TR (ITOT) |
5,119,108 | +393,758 | $590,233 |
| ITOT | 5,119,108 | +393,758 | $590,233 |
| VANGUARD INDEX FDS (VXF) |
3,255,806 | +150,174 | $570,645 |
| VXF | 3,255,806 | +150,174 | $570,645 |
| ISHARES TR (EMB) |
5,555,082 | +204,115 | $498,124 |
| EMB | 5,555,082 | +204,115 | $498,124 |
| ISHARES TR (DGRO) |
7,508,367 | +138,714 | $435,936 |
| DGRO | 7,508,367 | +138,714 | $435,936 |
| SCHWAB STRATEGIC TR |
5,116,593 | -166,267 | $412,551 |
| SCHD | 5,116,593 | -166,267 | $412,551 |
| NVIDIA CORPORATION |
365,685 | +11,187 | $330,418 |
| NVDA | 365,685 | +11,187 | $330,418 |
| VANGUARD INDEX FDS (VB) |
1,305,874 | +79,671 | $298,510 |
| VB | 1,305,874 | +79,671 | $298,510 |
| MICROSOFT CORP |
653,318 | +20,157 | $274,864 |
| MSFT | 653,318 | +20,157 | $274,864 |
| VANGUARD INDEX FDS (VOO) |
555,170 | +48,616 | $266,870 |
| VOO | 555,170 | +48,616 | $266,870 |
| VANGUARD INDEX FDS (VV) |
855,397 | -22,120 | $205,090 |
| VV | 855,397 | -22,120 | $205,090 |
| APPLE INC |
1,175,125 | -45,365 | $201,510 |
| AAPL | 1,175,125 | -45,365 | $201,510 |
| ISHARES TR (ESGU) |
1,671,008 | +131,464 | $192,099 |
| ESGU | 1,671,008 | +131,464 | $192,099 |
| AMAZON COM INC |
886,220 | +22,380 | $159,856 |
| AMZN | 886,220 | +22,380 | $159,856 |
| META PLATFORMS INC |
280,561 | +3,827 | $136,235 |
| META | 280,561 | +3,827 | $136,235 |
| VANGUARD WORLD FD (VDE) |
991,060 | -29,577 | $130,523 |
| VDE | 991,060 | -29,577 | $130,523 |
| SELECT SECTOR SPDR TR (XLE) |
1,369,488 | -12,315 | $129,293 |
| XLE | 1,369,488 | -12,315 | $129,293 |
| ISHARES TR (SHY) |
1,443,945 | +147,446 | $118,086 |
| SHY | 1,443,945 | +147,446 | $118,086 |
| GOLDMAN SACHS ETF TR (GBIL) |
927,811 | -211,955 | $93,607 |
| GBIL | 927,811 | -211,955 | $93,607 |
| VANGUARD BD INDEX FDS (BND) |
1,230,580 | +129,164 | $89,377 |
| BND | 1,230,580 | +129,164 | $89,377 |
| VANGUARD WORLD FD (ESGV) |
955,501 | +14,748 | $89,043 |
| ESGV | 955,501 | +14,748 | $89,043 |
| ISHARES TR (ESGD) |
1,092,361 | +103,212 | $87,291 |
| ESGD | 1,092,361 | +103,212 | $87,291 |
| SCHWAB STRATEGIC TR |
1,807,465 | +291,145 | $87,138 |
| SCHO | 1,807,465 | +291,145 | $87,138 |
| SPDR SER TR (FLRN) |
2,729,685 | +494,268 | $84,156 |
| FLRN | 2,729,685 | +494,268 | $84,156 |
| ISHARES TR (SHYG) |
1,948,768 | +315,754 | $82,920 |
| SHYG | 1,948,768 | +315,754 | $82,920 |
| ELI LILLY & CO |
106,147 | -560 | $82,578 |
| LLY | 106,147 | -560 | $82,578 |
| ISHARES INC (ESGE) |
2,509,901 | +173,408 | $80,894 |
| ESGE | 2,509,901 | +173,408 | $80,894 |
| ALPHABET INC |
533,142 | +21,859 | $80,467 |
| GOOGL | 533,142 | +21,859 | $80,467 |
| ALPHABET INC |
459,542 | +2,974 | $69,970 |
| GOOG | 459,542 | +2,974 | $69,970 |
| SCHWAB STRATEGIC TR |
1,232,178 | -18,405 | $64,270 |
| SCHP | 1,232,178 | -18,405 | $64,270 |
 BERKSHIRE HATHAWAY INC DEL |
$60,981 | ||
| BRK.B | 145,013 | +3,672 | $60,981 |
| INVESCO QQQ TR |
134,453 | +36,229 | $59,698 |
| QQQ | 134,453 | +36,229 | $59,698 |
| SPDR S&P 500 ETF TR (SPY) |
113,082 | +34,370 | $59,150 |
| SPY | 113,082 | +34,370 | $59,150 |
| ISHARES TR (SHV) |
522,698 | +367,656 | $57,779 |
| SHV | 522,698 | +367,656 | $57,779 |
| BROADCOM INC |
42,435 | +923 | $56,244 |
| AVGO | 42,435 | +923 | $56,244 |
| JPMORGAN CHASE & CO |
264,806 | +1,494 | $53,040 |
| JPM | 264,806 | +1,494 | $53,040 |
| SPDR SER TR (SJNK) |
2,070,195 | +55,195 | $52,210 |
| SJNK | 2,070,195 | +55,195 | $52,210 |
| ISHARES TR (SUSC) |
2,056,080 | +268,082 | $47,269 |
| SUSC | 2,056,080 | +268,082 | $47,269 |
| MASTERCARD INCORPORATED |
88,562 | -108 | $42,649 |
| MA | 88,562 | -108 | $42,649 |
| EXXON MOBIL CORP |
365,209 | +5,983 | $42,452 |
| XOM | 365,209 | +5,983 | $42,452 |
See Full List: All Stocks Held By Wealthfront Advisers LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthfront Advisers LLC
|
Size ($ in 1000's)
At 03/31/2024: $28,576,205 At 12/31/2023: $26,033,769 Wealthfront Advisers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthfront Advisers LLC 13F filings. Link to 13F filings: SEC filings |
