Wealthsimple

Wealthsimple as of June 30, 2022

Portfolio Holdings for Wealthsimple

Wealthsimple holds 35 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.6 $989M 5.2M 188.62
Ishares Msci Emerg Mrkt (EEMV) 24.0 $686M 12M 55.43
Goldman Sachs Etf Tr Activebeta Wrld (GLOV) 18.5 $528M 14M 37.27
Ishares Tr Core Msci Eafe (IEFA) 14.0 $401M 6.8M 58.85
World Gold Tr Spdr Gld Minis (GLDM) 7.2 $206M 5.7M 35.88
Ishares Msci Gbl Min Vol (ACWV) 0.7 $19M 200k 94.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $12M 143k 83.78
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.4M 34k 70.20
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $2.1M 62k 33.07
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.1 $1.7M 26k 65.19
Ishares Msci Cda Etf (EWC) 0.0 $1.4M 41k 33.67
Toronto Dominion Bk Ont Com New (TD) 0.0 $1.3M 15k 84.38
Rbc Cad (RY) 0.0 $1.1M 8.9k 124.62
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $865k 18k 49.03
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $722k 11k 66.38
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $653k 4.8k 136.87
Coca-Cola Company (KO) 0.0 $652k 10k 62.93
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $648k 8.5k 76.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $622k 1.8k 346.90
Ishares Core Msci Emkt (IEMG) 0.0 $613k 13k 49.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $510k 6.8k 75.29
Bank of America Corporation (BAC) 0.0 $472k 15k 31.13
Apple (AAPL) 0.0 $450k 3.3k 136.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $412k 9.3k 44.23
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $370k 6.9k 53.65
Etf Ser Solutions Vident Intl Eq (VIDI) 0.0 $354k 16k 22.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $333k 8.0k 41.66
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.0 $316k 7.7k 40.86
Shopify Cl A (SHOP) 0.0 $283k 7.0k 40.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $279k 739.00 377.54
Bank Of Montreal Cadcom (BMO) 0.0 $243k 2.0k 123.79
Enbridge (ENB) 0.0 $237k 4.4k 54.36
Graniteshares Gold Tr Shs Ben Int (BAR) 0.0 $231k 13k 17.90
Nouveau Monde Graphite Com New (NMG) 0.0 $66k 11k 6.23
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $6.0k 17k 0.34