Wealthfront Advisers LLC

$45.6B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1763921 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $45.6B
ALL retained default holdings for this (filer, period), including NULL-value ones: 1,076
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 57
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 33

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$279M	−55,838	$6.0B	$5.8B	18,025,283	17,969,445
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	TRIM	+$30.5M	−998,618	$3.7B	$3.7B	58,685,582	57,686,964
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	ADD	+$199M	+4,858,558	$2.7B	$2.9B	111,479,482	116,338,040
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$223M	+1,790,462	$2.6B	$2.8B	38,895,734	40,686,196
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	TRIM	−$66.2M	−1,479,419	$2.5B	$2.5B	47,401,085	45,921,666
position key `pos:11463` · issuer key `iss:1012` CORE S&P TTL STK	ADD	+$321M	+2,761,411	$1.7B	$2.0B	11,612,076	14,373,487
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$236M	−882,045	$2.2B	$1.9B	9,879,191	8,997,146
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	TRIM	−$85.8M	−1,008,153	$1.4B	$1.3B	53,564,291	52,556,138
position key `sid:sec:prov:3befb2dfacacebff62a1d992609b2891` · issuer key `cusip6:922907` TAX EXEMPT BD	ADD	+$28.3M	+760,249	$1.2B	$1.2B	24,153,510	24,913,759
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	ADD	+$256M	+3,494,469	$967M	$1.2B	13,931,233	17,425,702
position key `pos:14841` · issuer key `iss:1012` IBOXX INV CP ETF	TRIM	−$36.8M	−216,717	$1.2B	$1.2B	10,951,554	10,734,837
position key `pos:17475` · issuer key `iss:1633` US TIPS ETF	TRIM	−$3.5M	−288,194	$915M	$911M	34,533,133	34,244,939
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	ADD	+$4.8M	+30,853	$888M	$893M	10,039,327	10,070,180
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$38.6M	+76,404	$800M	$761M	4,287,362	4,363,766
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	TRIM	−$27.1M	−76,921	$710M	$683M	3,395,096	3,318,175
position key `pos:11431` · issuer key `cusip6:92206C` INT-TERM CORP	ADD	+$98.0M	+1,251,320	$462M	$560M	5,510,729	6,762,049
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$5.3M	+49,121	$509M	$515M	812,030	861,151
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	TRIM	−$53.3M	−457,491	$525M	$472M	4,900,255	4,442,764
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$39.9M	+128,686	$404M	$444M	1,567,975	1,696,661
position key `sid:sec:prov:9d6f69703d0869f1058aa251cb336ac9` · issuer key `cusip6:46138E` CALIF AMT MUN	TRIM	−$29.8M	−1,024,382	$445M	$416M	18,435,141	17,410,759
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$26.0M	+9,944	$429M	$403M	1,576,668	1,586,612
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	TRIM	+$39.4M	−79,615	$354M	$393M	12,887,457	12,807,842
position key `sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af` · issuer key `cusip6:46435G` ESG AWR MSCI USA	ADD	−$11.8M	+54,889	$386M	$374M	2,591,308	2,646,197
position key `pos:13931` · issuer key `iss:1013` CALIF MUN BD ETF	ADD	+$58.9M	+1,089,990	$294M	$353M	5,109,731	6,199,721
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$118M	−60,247	$408M	$290M	844,366	784,119
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$19.6M	+35,392	$276M	$256M	1,195,364	1,230,756
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$8.6M	+41,453	$252M	$243M	805,215	846,668
position key `sid:sec:prov:fd0585629cc2c56c522b14f4ca767dfd` · issuer key `cusip6:922020` STRM INFPROIDX	ADD	+$62.8M	+1,221,608	$180M	$243M	3,633,423	4,855,031
position key `pos:16685` · issuer key `iss:1013` TRUST ISHARE 0-1	ADD	+$47.9M	+430,574	$178M	$226M	1,617,465	2,048,039
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	ADD	−$5.2M	+20,753	$226M	$221M	717,802	738,555
position key `sid:sec:prov:f9edbe55caee8e3cb6eac2a550581ab6` · issuer key `cusip6:921910` ESG US STK ETF	ADD	+$10.4M	+214,530	$191M	$201M	1,575,578	1,790,108
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$15.4M	+22,652	$212M	$197M	612,521	635,173
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$28.3M	+1,925	$221M	$193M	334,651	336,576
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$7.3M	+30,735	$188M	$181M	599,071	629,806
position key `sid:sec:prov:3880da0846e248a4b069bf6974f43a9f` · issuer key `cusip6:921946` EM MK GOV BD ETF	TRIM	−$9.3M	−70,240	$183M	$174M	2,718,619	2,648,379
position key `sid:sec:prov:b109b7c8cad7049669c3adbdfaee4b50` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$12.1M	+384,144	$152M	$164M	4,935,059	5,319,203
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$9.2M	−2,207	$168M	$159M	246,715	244,508
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$26.7M	+13,891	$184M	$157M	408,545	422,436
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	ADD	+$42.4M	+28,935	$110M	$152M	2,454,566	2,483,501
position key `sid:sec:prov:89cc3441e94df1e6ade34b90004054c1` · issuer key `cusip6:92204A` ENERGY ETF	TRIM	+$34.5M	−27,980	$105M	$140M	835,630	807,650
position key `sid:sec:prov:ec46aef002af82b45acef2233f68afee` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$41.3M	+1,703,692	$92.7M	$134M	3,661,594	5,365,286
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	TRIM	−$2.2M	−19,939	$130M	$128M	1,753,658	1,733,719
position key `sid:sec:prov:04f77a1db150000f4099ad9ffde1a13b` · issuer key `cusip6:92189F` IG FLOATING RATE	TRIM	−$4.7M	−185,349	$121M	$116M	4,748,728	4,563,379
position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G` ESG AW MSCI EAFE	TRIM	−$3.0M	−38,766	$119M	$116M	1,247,288	1,208,522
position key `pos:16400` · issuer key `iss:1016` ESG AWR MSCI EM	TRIM	+$449K	−63,548	$113M	$114M	2,568,072	2,504,524
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$7.2M	+9,967	$116M	$109M	359,778	369,745
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$15.9M	+2,178	$124M	$108M	115,280	117,458
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$9.5M	−4,494	$113M	$104M	184,756	180,262
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$676K	+8,718	$104M	$103M	206,973	215,691
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$12.0M	+116,781	$87.9M	$99.9M	875,760	992,541
position key `sid:sec:prov:4510577b787671dd7e949109c9e3d588` · issuer key `cusip6:381430` ACCES TREASURY	TRIM	−$40.5M	−407,914	$132M	$91.3M	1,319,398	911,484
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$29.2M	+37,414	$55.7M	$84.9M	463,041	500,455
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$16.5M	+17,469	$67.8M	$84.3M	327,542	345,011
position key `sid:sec:prov:2e93ba79289665ac776a0bbc4f2b0f1a` · issuer key `cusip6:46435G` ESG AWRE USD ETF	TRIM	−$2.3M	−58,955	$86.3M	$84.0M	3,688,991	3,630,036
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	ADD	+$21.9M	+267,633	$61.9M	$83.8M	747,145	1,014,778
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$15.4M	+13,420	$97.9M	$82.6M	550,941	564,361
position key `pos:17088` · issuer key `cusip6:46434V` 0-5YR HI YL CP	TRIM	−$38.9M	−881,190	$121M	$81.7M	2,813,101	1,931,911
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$13.9M	+50,722	$65.8M	$79.7M	590,793	641,515
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$4.9M	+32,246	$71.8M	$76.7M	765,569	797,815
position key `pos:12291` · issuer key `iss:1633` SHT TM US TRES	TRIM	−$27.1M	−1,098,731	$99.4M	$72.3M	4,077,325	2,978,594
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$15.7M	+7,914	$50.3M	$66.0M	58,322	66,236
position key `pos:14060` · issuer key `iss:47` COM	ADD	+$2.0M	+25,531	$63.2M	$65.2M	295,098	320,629
position key `pos:13208` · issuer key `cusip6:46138G` NASDAQ 100 ETF	ADD	+$8.1M	+47,597	$53.6M	$61.7M	212,010	259,607
position key `sid:sec:prov:71f44eb8369d8e86f63e1b7eaf57e6bc` · issuer key `cusip6:67092P` NUVEEN ESG INTL	ADD	+$8.3M	+233,335	$50.8M	$59.1M	1,404,283	1,637,618
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$8.1M	+3,850	$67.1M	$59.0M	191,300	195,150
position key `sid:sec:prov:157e765e027bcd1a38568d30becf283d` · issuer key `cusip6:315912` NASDAQ COMPSIT	ADD	−$4.4M	+1,111	$63.0M	$58.6M	688,825	689,936
position key `pos:15567` · issuer key `iss:1018` SHS BEN INT	ADD	+$679K	+344,030	$55.4M	$56.1M	1,116,501	1,460,531
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$21.3M	+44,526	$34.3M	$55.7M	120,295	164,821
position key `sid:sec:prov:b2b2b5e2252fe481444d19c0b88c1212` · issuer key `cusip6:233051` XTRACK USD HIGH	ADD	+$10.0M	+300,598	$45.5M	$55.5M	1,234,940	1,535,538
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	TRIM	+$2.8M	−3,736	$51.4M	$54.2M	129,639	125,903
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$6.9M	+1,366	$60.9M	$54.0M	106,673	108,039
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$12.7M	+4,414	$40.3M	$53.0M	70,350	74,764
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$18.6M	+36,275	$31.0M	$49.5M	203,130	239,405
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	ADD	+$10.1M	+120,863	$36.8M	$46.9M	487,630	608,493
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	ADD	+$3.0M	+13,859	$43.1M	$46.1M	115,305	129,164
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$6.3M	−8,715	$51.5M	$45.2M	935,801	927,086
position key `pos:12492` · issuer key `iss:810` COM NEW	ADD	−$2.8M	+3,194	$47.7M	$44.8M	154,824	158,018
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$6.6M	−2,848	$51.3M	$44.7M	105,173	102,325
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$15.7M	+18,110	$28.9M	$44.6M	112,472	130,582
position key `pos:11938` · issuer key `iss:834` COM	ADD	+$564K	+2,607	$43.7M	$44.3M	49,726	52,333
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$9.4M	+122,558	$34.8M	$44.2M	1,401,599	1,524,157
position key `sid:sec:prov:a171e06cda613d537a724e47e506b8dd` · issuer key `cusip6:46435U` BROAD USD HIGH	TRIM	−$8.8M	−217,209	$52.5M	$43.7M	1,404,133	1,186,924
position key `pos:14579` · issuer key `iss:1990` SPDR GLD MINIS	ADD	+$12.3M	+104,667	$30.2M	$42.5M	353,855	458,522
position key `sid:sec:prov:45a8d0ac0ed0ad7b4aebcbc7700446b3` · issuer key `cusip6:003263` PHYSCL PRECS MET	ADD	+$9.3M	+33,401	$31.4M	$40.7M	152,578	185,979
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$5.9M	+19,505	$34.6M	$40.5M	241,210	260,715
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$129K	+5,773	$40.0M	$40.2M	116,346	122,119
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$1.3M	+2,931	$41.1M	$39.8M	180,003	182,934
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$13.9M	+34,811	$25.9M	$39.8M	151,372	186,183
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF	ADD	+$3.9M	+4,567	$33.8M	$37.7M	93,804	98,371
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$10.4M	+54,035	$27.1M	$37.4M	257,244	311,279
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$870K	+4,099	$35.2M	$36.1M	245,869	249,968
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$3.8M	+13,167	$31.6M	$35.4M	451,752	464,919
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$2.9M	+34,581	$32.2M	$35.1M	417,912	452,493
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$10.8M	+3,178	$23.8M	$34.6M	36,428	39,606
position key `pos:10600` · issuer key `iss:821` COM	ADD	+$4.9M	+6,420	$29.2M	$34.1M	238,068	244,488
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$7.2M	−15,799	$40.8M	$33.6M	437,932	422,133
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$8.3M	+48,463	$25.2M	$33.5M	619,264	667,727
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$2.1M	+6,827	$31.0M	$33.1M	193,143	199,970
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$9.4M	+6,436	$42.2M	$32.8M	216,643	223,079
position key `sid:sec:prov:ab52bf5c31c9dc15ea77df6ea19703a3` · issuer key `cusip6:67092P` NUVEEN ESG EMRGN	ADD	+$3.3M	+64,985	$29.3M	$32.7M	823,773	888,758

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 1

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14652` · issuer key `iss:1032` COM	NO CHANGE	−$27.8K	0	$56.1K	$28.3K	22,785	22,785

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 790 issuers · $45.6B disclosed value over 1,076 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows Wealthfront Advisers LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$5.8B	17,969,445
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$893M	10,070,180
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$683M	3,318,175
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$515M	861,151
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$444M	1,696,661
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$221M	738,555
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$44.7M	102,325
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$15.9M	80,903
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$7.2M	33,203
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$6.1M	20,126
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$4.0M	13,939
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$3.2M	12,512
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$2.3M	12,342

ticker not yet mapped

$8.6B

34,929,517

18.9%

—

SCHWAB STRATEGIC TR

14 positions · 14 reported rows

Rows Wealthfront Advisers LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$2.9B	116,338,040
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$1.3B	52,556,138
SCHWAB STRATEGIC TR · US TIPS ETF CUSIP — src ↗	$911M	34,244,939
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$393M	12,807,842
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$72.3M	2,978,594
SCHWAB STRATEGIC TR · US REIT ETF CUSIP — src ↗	$8.6M	397,966
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$5.2M	177,425
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$5.0M	171,043
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$2.0M	41,849
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$1.2M	31,064
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — src ↗	$1.1M	33,280
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$753K	29,379
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$604K	18,336
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$238K	5,139

ticker not yet mapped

$5.6B

219,831,034

12.3%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$3.7B

57,686,964

8.1%

—

ISHARES TR

27 positions · 27 reported rows

Rows Wealthfront Advisers LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$2.0B	14,373,487
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$1.2B	10,734,837
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$83.8M	1,014,778
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$46.1M	129,164
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$15.9M	48,342
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$11.9M	136,718
ISHARES TR · GLOBAL TECH ETF CUSIP — src ↗	$6.7M	66,893
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$4.3M	28,173
ISHARES TR · GLOBAL ENERG ETF CUSIP — src ↗	$3.9M	67,900
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$3.9M	20,476
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$3.8M	47,155
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$3.0M	9,519
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$2.8M	4,329
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.8M	28,337
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$2.4M	19,018
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$2.2M	13,235
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$1.9M	13,145
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$1.6M	16,798
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$1.4M	5,671
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$549K	5,650
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$470K	2,228
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$466K	4,691
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$429K	3,889
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$306K	2,709
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$270K	4,758
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$263K	1,229
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$256K	3,793

ticker not yet mapped

$3.4B

26,806,922

7.5%

—

ISHARES INC

7 positions · 7 reported rows

Rows Wealthfront Advisers LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$2.8B	40,686,196
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$114M	2,504,524
ISHARES INC · MSCI GBL GOLD MN CUSIP — src ↗	$7.1M	89,961
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$5.3M	67,114
ISHARES INC · MSCI GBL ETF NEW CUSIP — src ↗	$4.5M	80,134
ISHARES INC · MSCI TAIWAN ETF CUSIP — src ↗	$476K	6,716
ISHARES INC · MSCI SINGPOR ETF CUSIP — src ↗	$404K	14,327

ticker not yet mapped

$3.0B

43,448,972

6.5%

—

VANGUARD INTL EQUITY INDEX F

7 positions · 7 reported rows

Rows Wealthfront Advisers LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$2.5B	45,921,666
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$23.1M	166,865
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$15.1M	200,407
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$5.6M	68,393
VANGUARD INTL EQUITY INDEX F · GLB EX US ETF CUSIP 922042676 src ↗	$1.4M	32,463
VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF CUSIP 922042866 src ↗	$1.1M	10,849
VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF CUSIP 922042718 src ↗	$481K	3,301

ticker not yet mapped

$2.5B

46,403,944

5.6%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$1.9B

8,997,146

4.2%

—

ISHARES TR

9 positions · 9 reported rows

Rows Wealthfront Advisers LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$1.2B	17,425,702
ISHARES TR · 0-5YR HI YL CP CUSIP — src ↗	$81.7M	1,931,911
ISHARES TR · CORE MSCI EURO CUSIP 46434V738 src ↗	$3.6M	50,756
ISHARES TR · LOW CARBON OPTIM CUSIP 46434V464 src ↗	$3.1M	13,957
ISHARES TR · MSCI INTL QUALTY CUSIP 46434V456 src ↗	$2.4M	51,331
ISHARES TR · ULTRA SHORT DUR CUSIP 46434V878 src ↗	$1.9M	36,976
ISHARES TR · FUTURE EXPONENTI CUSIP 46434V381 src ↗	$847K	12,428
ISHARES TR · HDG MSCI EAFE CUSIP 46434V803 src ↗	$577K	13,580
ISHARES TR · CORE MSCI PAC CUSIP 46434V696 src ↗	$317K	4,139

ticker not yet mapped

$1.3B

19,540,780

2.9%

—

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$1.2B

24,913,759

2.7%

—

ISHARES TR

21 positions · 21 reported rows

Rows Wealthfront Advisers LLC reported for ISHARES TR, as it reported them
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$472M	4,442,764
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$353M	6,199,721
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$226M	2,048,039
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$21.0M	223,465
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$5.1M	23,392
ISHARES TR · GL CLEAN ENE ETF CUSIP — src ↗	$4.7M	258,168
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$4.7M	89,439
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$3.8M	31,548
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$3.5M	25,262
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$3.0M	25,226
ISHARES TR · NEW YORK MUN ETF CUSIP — src ↗	$2.4M	44,534
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$2.0M	18,662
ISHARES TR · INTL DEV RE ETF CUSIP — src ↗	$1.2M	52,026
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$1.1M	9,961
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$841K	11,307
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$565K	10,585
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$270K	3,394
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$253K	3,229
ISHARES TR · US HOME CONS ETF CUSIP — src ↗	$245K	2,709
ISHARES TR · U.S. INSRNCE ETF CUSIP — src ↗	$215K	1,675
ISHARES TR · GL TIMB FORE ETF CUSIP — src ↗	$202K	2,853

ticker not yet mapped

$1.1B

13,527,959

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$761M

4,363,766

1.7%

—

VANGUARD SCOTTSDALE FDS

8 positions · 8 reported rows

Rows Wealthfront Advisers LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$560M	6,762,049
VANGUARD SCOTTSDALE FDS · LONG TERM TREAS CUSIP 92206C847 src ↗	$25.8M	465,802
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$5.4M	67,696
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$4.6M	77,699
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$4.4M	43,457
VANGUARD SCOTTSDALE FDS · LG-TERM COR BD CUSIP 92206C813 src ↗	$1.8M	23,872
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$284K	2,587
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$222K	4,724

ticker not yet mapped

$602M

7,447,886

1.3%

—

ISHARES TR

11 positions · 11 reported rows

Rows Wealthfront Advisers LLC reported for ISHARES TR, as it reported them
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$374M	2,646,197
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$116M	1,208,522
ISHARES TR · ESG AWRE USD ETF CUSIP 46435G193 src ↗	$84.0M	3,630,036
ISHARES TR · CORE INTL AGGR CUSIP 46435G672 src ↗	$4.0M	80,484
ISHARES TR · FALN ANGLS USD CUSIP 46435G474 src ↗	$1.5M	56,007
ISHARES TR · MSCI INTL VLU FT CUSIP 46435G409 src ↗	$948K	23,884
ISHARES TR · MORTGE REL ETF CUSIP 46435G342 src ↗	$502K	23,381
ISHARES TR · CONV BD ETF CUSIP 46435G102 src ↗	$406K	3,993
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$311K	3,719
ISHARES TR · ESG AWRE 1 5 YR CUSIP 46435G243 src ↗	$257K	10,265
ISHARES TR · MSCI GBL SUS DEV CUSIP 46435G532 src ↗	$205K	2,442

ticker not yet mapped

$582M

7,688,930

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Wealthfront Advisers LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$243M	846,668
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$181M	629,806

$424M

1,476,474

0.9%

—

INVESCO EXCH TRADED FD TR II

7 positions · 7 reported rows

Rows Wealthfront Advisers LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · CALIF AMT MUN CUSIP 46138E206 src ↗	$416M	17,410,759
INVESCO EXCH TRADED FD TR II · EMRNG MKT SVRG CUSIP 46138E784 src ↗	$4.3M	203,385
INVESCO EXCH TRADED FD TR II · RAFI EMRGNG MRKT CUSIP 46138E727 src ↗	$1.4M	53,078
INVESCO EXCH TRADED FD TR II · RAFI DVLPD MRKTS CUSIP — src ↗	$966K	13,825
INVESCO EXCH TRADED FD TR II · S&P500 HDL VOL CUSIP 46138E362 src ↗	$677K	13,653
INVESCO EXCH TRADED FD TR II · S&P500 LOW VOL CUSIP 46138E354 src ↗	$632K	8,636
INVESCO EXCH TRADED FD TR II · NY AMT FRE MUN CUSIP 46138E529 src ↗	$324K	14,680

ticker not yet mapped

$424M

17,718,016

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$403M

1,586,612

0.9%

—

SPDR SERIES TRUST

13 positions · 13 reported rows

Rows Wealthfront Advisers LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R200 src ↗	$164M	5,319,203
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408 src ↗	$134M	5,365,286
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$22.2M	241,853
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R788 src ↗	$12.9M	282,431
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R556 src ↗	$4.3M	23,665
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R796 src ↗	$1.4M	26,570
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R747 src ↗	$802K	6,276
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R549 src ↗	$772K	6,638
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R648 src ↗	$390K	6,670
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R671 src ↗	$354K	4,137
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R655 src ↗	$324K	3,582
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R630 src ↗	$265K	2,668
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R721 src ↗	$201K	4,438

ticker not yet mapped

$342M

11,293,417

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$290M

784,119

0.6%

—

VANGUARD WORLD FD

6 positions · 6 reported rows

Rows Wealthfront Advisers LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · ESG US STK ETF CUSIP 921910733 src ↗	$201M	1,790,108
VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816 src ↗	$25.6M	69,764
VANGUARD WORLD FD · ESG US CORP BD CUSIP 921910691 src ↗	$13.0M	206,536
VANGUARD WORLD FD · MEGA CAP VAL ETF CUSIP 921910840 src ↗	$10.0M	69,186
VANGUARD WORLD FD · MEGA CAP INDEX CUSIP 921910873 src ↗	$6.5M	27,609
VANGUARD WORLD FD · ESG INTL STK ETF CUSIP 921910725 src ↗	$3.2M	44,270

ticker not yet mapped

$259M

2,207,473

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$256M

1,230,756

0.6%

—

VANGUARD MALVERN FDS · STRM INFPROIDX CUSIP 922020805
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$243M

4,855,031

0.5%

—

SELECT SECTOR SPDR TR

10 positions · 10 reported rows

Rows Wealthfront Advisers LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$152M	2,483,501
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$30.1M	226,573
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$5.1M	111,743
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$4.9M	33,181
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$3.1M	37,656
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$2.5M	51,570
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$1.5M	9,295
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$1.1M	22,229
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$1.1M	9,725
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$772K	6,960

ticker not yet mapped

$202M

2,992,433

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$197M

635,173

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$193M

336,576

0.4%

—

VANGUARD WHITEHALL FDS

4 positions · 4 reported rows

Rows Wealthfront Advisers LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · EM MK GOV BD ETF CUSIP 921946885 src ↗	$174M	2,648,379
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$10.8M	114,197
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$3.2M	21,689
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$2.5M	28,733

ticker not yet mapped

$190M

2,812,998

0.4%

—

VANGUARD WORLD FD

10 positions · 10 reported rows

Rows Wealthfront Advisers LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$140M	807,650
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$23.5M	33,630
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$4.0M	14,748
VANGUARD WORLD FD · CONSUM STP ETF CUSIP 92204A207 src ↗	$1.8M	8,047
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$1.4M	7,116
VANGUARD WORLD FD · FINANCIALS ETF CUSIP — src ↗	$1.4M	11,624
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$1.3M	4,105
VANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$799K	3,544
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$734K	2,044
VANGUARD WORLD FD · COMM SRVC ETF CUSIP 92204A884 src ↗	$485K	2,698

ticker not yet mapped

$175M

895,206

0.4%

—

VANECK ETF TRUST

10 positions · 10 reported rows

Rows Wealthfront Advisers LLC reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · IG FLOATING RATE CUSIP 92189F486 src ↗	$116M	4,563,379
VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP — src ↗	$37.7M	98,371
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$9.5M	103,205
VANECK ETF TRUST · FALLEN ANGEL HG CUSIP 92189F437 src ↗	$3.0M	103,688
VANECK ETF TRUST · JUNIOR GOLD MINE CUSIP 92189F791 src ↗	$2.8M	23,503
VANECK ETF TRUST · MRNGSTR WDE MOAT CUSIP 92189F643 src ↗	$2.2M	22,541
VANECK ETF TRUST · BIOTECH ETF CUSIP 92189F726 src ↗	$1.3M	7,004
VANECK ETF TRUST · MORTGAGE REIT CUSIP 92189F452 src ↗	$501K	48,868
VANECK ETF TRUST · AGRIBUSINESS ETF CUSIP 92189F700 src ↗	$467K	5,526
VANECK ETF TRUST · AFRICA INDEX ETF CUSIP 92189F866 src ↗	$253K	9,825

ticker not yet mapped

$174M

4,985,910

0.4%

—

VANGUARD BD INDEX FDS

4 positions · 4 reported rows

Rows Wealthfront Advisers LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$128M	1,733,719
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$32.6M	422,176
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$4.7M	59,986
VANGUARD BD INDEX FDS · LONG TERM BOND CUSIP 921937793 src ↗	$2.5M	36,348

ticker not yet mapped

$167M

2,252,229

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$159M

244,508

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$157M

422,436

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$109M

369,745

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$108M

117,458

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$104M

180,262

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$103M

215,691

0.2%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$99.9M

992,541

0.2%

—

GOLDMAN SACHS ETF TR

7 positions · 7 reported rows

Rows Wealthfront Advisers LLC reported for GOLDMAN SACHS ETF TR, as it reported them
GOLDMAN SACHS ETF TR · ACCES TREASURY CUSIP 381430529 src ↗	$91.3M	911,484
GOLDMAN SACHS ETF TR · ACTIVEBETA US LG CUSIP 381430503 src ↗	$3.6M	28,653
GOLDMAN SACHS ETF TR · ACTIVEBETA INT CUSIP 381430107 src ↗	$1.2M	27,476
GOLDMAN SACHS ETF TR · ACTIVEBETA US CUSIP 381430602 src ↗	$802K	10,760
GOLDMAN SACHS ETF TR · ACTIVEBETA EUR CUSIP 381430305 src ↗	$742K	16,406
GOLDMAN SACHS ETF TR · ACTIVEBETA JAP CUSIP 381430404 src ↗	$263K	5,397
GOLDMAN SACHS ETF TR · ACTIVEBETA EME CUSIP 381430206 src ↗	$249K	5,758

ticker not yet mapped

$98.1M

1,005,934

0.2%

—

NUSHARES ETF TR

3 positions · 3 reported rows

Rows Wealthfront Advisers LLC reported for NUSHARES ETF TR, as it reported them
NUSHARES ETF TR · NUVEEN ESG INTL CUSIP 67092P805 src ↗	$59.1M	1,637,618
NUSHARES ETF TR · NUVEEN ESG EMRGN CUSIP 67092P888 src ↗	$32.7M	888,758
NUSHARES ETF TR · NUVEEN ESG US CUSIP 67092P870 src ↗	$966K	43,499

ticker not yet mapped

$92.8M

2,569,875

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$84.9M

500,455

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$84.3M

345,011

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$82.6M

564,361

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$79.7M

641,515

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$76.7M

797,815

0.2%

—

INVESCO EXCH TRADED FD TR II

4 positions · 4 reported rows

Rows Wealthfront Advisers LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF CUSIP — src ↗	$61.7M	259,607
INVESCO EXCH TRADED FD TR II · NASDAQNXTGEN100 CUSIP 46138G631 src ↗	$3.1M	84,278
INVESCO EXCH TRADED FD TR II · SR LN ETF CUSIP 46138G508 src ↗	$2.2M	105,544
INVESCO EXCH TRADED FD TR II · SOLAR ETF CUSIP 46138G706 src ↗	$536K	9,620

ticker not yet mapped

$67.4M

459,049

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$66.0M

66,236

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$65.2M

320,629

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$59.0M

195,150

0.1%

—

FIDELITY COMWLTH TR · NASDAQ COMPSIT CUSIP 315912808
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$58.6M

689,936

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$56.1M

1,460,531

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$55.7M

164,821

0.1%

—

DBX ETF TR · XTRACK USD HIGH CUSIP 233051432
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$55.5M

1,535,538

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$54.2M

125,903

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$54.0M

108,039

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$53.0M

74,764

0.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows Wealthfront Advisers LLC reported for ISHARES TR, as it reported them
ISHARES TR · BROAD USD HIGH CUSIP 46435U853 src ↗	$43.7M	1,186,924
ISHARES TR · ESG AWR US AGRGT CUSIP 46435U549 src ↗	$6.1M	129,040
ISHARES TR · USD GRN BOND ETF CUSIP 46435U440 src ↗	$1.5M	31,218
ISHARES TR · SELF DRIVNG EV CUSIP 46435U366 src ↗	$494K	12,834

ticker not yet mapped

$51.8M

1,360,016

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$49.5M

239,405

0.1%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$46.9M

608,493

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$45.2M

927,086

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$44.8M

158,018

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$44.6M

130,582

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$44.3M

52,333

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$44.2M

1,524,157

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WORLD GOLD TR · SPDR GLD MINIS CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$42.5M

458,522

0.1%

—

ABRDN PRECIOUS METALS BASKET · PHYSCL PRECS MET CUSIP 003263100
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$40.7M

185,979

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$40.5M

260,715

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$40.2M

122,119

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$39.8M

182,934

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$39.8M

186,183

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$37.4M

311,279

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$36.1M

249,968

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$35.4M

464,919

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$35.1M

452,493

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$34.6M

39,606

0.1%

—

GLOBAL X FDS

15 positions · 15 reported rows

Rows Wealthfront Advisers LLC reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · RBTCS ARTFL INTE CUSIP 37954Y715 src ↗	$9.5M	286,460
GLOBAL X FDS · GLOBAL X URANIUM CUSIP 37954Y871 src ↗	$5.4M	110,624
GLOBAL X FDS · NASDAQ 100 COVER CUSIP 37954Y483 src ↗	$4.1M	239,939
GLOBAL X FDS · GLOBAL X SILVER CUSIP 37954Y848 src ↗	$3.5M	38,726
GLOBAL X FDS · LITHIUM BTRY ETF CUSIP 37954Y855 src ↗	$3.0M	39,992
GLOBAL X FDS · US INFR DEV ETF CUSIP 37954Y673 src ↗	$2.5M	48,292
GLOBAL X FDS · GLBL X MLP ETF CUSIP 37954Y343 src ↗	$1.9M	34,571
GLOBAL X FDS · S&P 500 COVERED CUSIP — src ↗	$1.6M	41,712
GLOBAL X FDS · CONSCIOUS COS CUSIP 37954Y731 src ↗	$1.2M	28,058
GLOBAL X FDS · RUSSELL 2000 CUSIP 37954Y459 src ↗	$486K	32,530
GLOBAL X FDS · FINTECH ETF CUSIP 37954Y814 src ↗	$409K	17,712
GLOBAL X FDS · US PFD ETF CUSIP 37954Y657 src ↗	$318K	17,269
GLOBAL X FDS · AUTONMOUS EV ETF CUSIP 37954Y624 src ↗	$316K	10,357
GLOBAL X FDS · DAX GERMANY ETF CUSIP — src ↗	$225K	5,339
GLOBAL X FDS · VDEO GAM ESPRT CUSIP 37954Y392 src ↗	$219K	8,493

ticker not yet mapped

$34.5M

960,074

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$34.1M

244,488

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$33.6M

422,133

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$33.5M

667,727

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$33.1M

199,970

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$32.8M

223,079

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$32.5M

134,147

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$32.5M

203,603

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$31.9M

90,562

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$30.9M

62,284

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$29.1M

176,673

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$28.5M

91,804

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$28.3M

146,831

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$28.2M

19,120

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$26.9M

204,086

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$26.7M

98,804

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$26.4M

87,352

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$26.0M

590,059

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$25.9M

427,748

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$25.6M

225,974

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES SILVER TR · ISHARES CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$25.6M

375,833

0.1%

—

SPDR SERIES TRUST

14 positions · 14 reported rows

Rows Wealthfront Advisers LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$8.4M	33,116
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$6.7M	61,780
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.1M	16,141
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.0M	26,707
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.1M	11,393
SPDR SERIES TRUST · BLOOMBERG EMERGI CUSIP — src ↗	$770K	37,300
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$652K	10,000
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$550K	9,238
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$498K	6,364
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$490K	3,564
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$451K	4,568
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$390K	7,099
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$308K	12,426
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$210K	2,294

ticker not yet mapped

$24.6M

241,990

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$24.2M

27,965

0.1%

—

ARK ETF TR

5 positions · 5 reported rows

Rows Wealthfront Advisers LLC reported for ARK ETF TR, as it reported them
ARK ETF TR · INNOVATION ETF CUSIP — src ↗	$10.6M	156,385
ARK ETF TR · AUTNMUS TECHNLGY CUSIP 00214Q203 src ↗	$6.9M	61,121
ARK ETF TR · NEXT GNRTN INTER CUSIP 00214Q401 src ↗	$2.5M	21,131
ARK ETF TR · BLOCKCHAIN & FIN CUSIP 00214Q708 src ↗	$2.2M	57,154
ARK ETF TR · GENOMIC REV ETF CUSIP 00214Q302 src ↗	$1.4M	54,391

ticker not yet mapped

$23.6M

350,182

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$23.1M

824,349

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$23.1M

94,703

0.1%

—

J P MORGAN EXCHANGE TRADED F

6 positions · 6 reported rows

Rows Wealthfront Advisers LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$15.2M	267,421
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$3.2M	64,204
J P MORGAN EXCHANGE TRADED F · BETABULDRS JAPAN CUSIP 46641Q217 src ↗	$1.6M	22,572
J P MORGAN EXCHANGE TRADED F · US MOMENTUM CUSIP 46641Q779 src ↗	$1.4M	21,103
J P MORGAN EXCHANGE TRADED F · US QUALTY FCTR CUSIP 46641Q761 src ↗	$1.3M	20,416
J P MORGAN EXCHANGE TRADED F · BETABUILDERS CDA CUSIP 46641Q225 src ↗	$230K	2,449

ticker not yet mapped

$22.9M

398,165

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$22.4M

263,378

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 74.8%below median 80.0%
Concentration index: 428 bpsbelow median 446 bps
Positions with value: 1076 / 1076median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 74.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 428 · QoQ moves: 1,109

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Wealthfront Advisers LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).