Análisis de declaraciones
Wealthfront Advisers LLC
13F-HR · período Q1 2026 · presentado May 05, 2026
$45.56BValor 13F declarado
1,076Posiciones
+54Nuevo
691Incrementada
309Reducida
−30Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| FLKR | $723,162 | 0.0% |
| MELI MercadoLibre, Inc. | $684,692 | 0.0% |
| SUNB Sunbelt Rentals Holdings Inc | $681,688 | 0.0% |
| IXUS iShares Core MSCI Total… | $528,417 | 0.0% |
| AEM Agnico Eagle Mines Limited | $484,513 | 0.0% |
| VSS Vanguard FTSE All-World ex-US… | $481,253 | 0.0% |
| MDLN Medline Inc. | $470,543 | 0.0% |
| SCCO Southern Copper Corporation | $418,278 | 0.0% |
| AAOI Applied Optoelectronics, Inc. | $394,443 | 0.0% |
| ARM Arm Holdings plc American… | $393,631 | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| ITOT iShares Core S&P Total U.S.… | ▲ Add | +23.8% | $2.05B |
| VTI Vanguard Morningstar Total… | ▼ Trim | -0.3% | $5.76B |
| DGRO iShares Core Dividend Growth… | ▲ Add | +25.1% | $1.22B |
| VIG Vanguard Dividend… | ▼ Trim | -8.9% | $1.93B |
| IEMG iShares Core MSCI Emerging… | ▲ Add | +4.6% | $2.84B |
| SCHF Schwab International Equity… | ▲ Add | +4.4% | $2.88B |
| MSFT Microsoft Corporation | ▼ Trim | -7.1% | $290.26M |
| VCIT Vanguard Intermediate-Term… | ▲ Add | +22.7% | $559.56M |
| SCHB Schwab U.S. Broad Market ETF | ▼ Trim | -1.9% | $1.32B |
| VWO Vanguard FTSE Emerging… | ▼ Trim | -3.1% | $2.48B |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.