Wealthsimple US

Wealthsimple US as of March 31, 2021

Portfolio Holdings for Wealthsimple US

Wealthsimple US holds 23 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Intl Stk Etf (VSGX) 17.4 $29M 478k 61.37
Vanguard World Esg Us Stk Etf (ESGV) 14.5 $24M 331k 73.75
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 12.6 $21M 545k 38.98
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 9.9 $17M 207k 80.75
Vanguard Index Fds Total Stk Mkt (VTI) 9.7 $16M 79k 206.69
Ishares Tr Core Msci Intl (IDEV) 8.7 $15M 228k 64.60
Ishares Msci Gbl Min Vol (ACWV) 6.1 $10M 105k 98.66
Ishares Msci Emerg Mrkt (EEMV) 5.9 $9.9M 158k 63.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.1 $6.9M 84k 82.50
Ishares Tr Esg Awre 1 5 Yr (SUSB) 3.2 $5.5M 210k 25.98
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.8 $4.8M 78k 61.52
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $3.2M 30k 107.82
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $1.7M 46k 37.63
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.5 $821k 9.9k 82.78
Square Cl A (SQ) 0.4 $737k 3.2k 227.12
Amazon (AMZN) 0.2 $408k 132.00 3090.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $387k 4.0k 95.96
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $247k 2.1k 118.47
Johnson & Johnson (JNJ) 0.1 $236k 1.4k 164.00
Novartis Sponsored Adr (NVS) 0.1 $223k 2.6k 85.57
Asml Holding N V N Y Registry Shs (ASML) 0.1 $220k 356.00 617.98
Procter & Gamble Company (PG) 0.1 $208k 1.5k 135.15
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $204k 898.00 227.17