Wealth Navi Inc. Portfolio Holdings

Wealth Navi Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.74 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $3.22B, Vanguard Ftse Developed Market with a value of $2.43B, Ishares Core U.S. Aggregate Bo with a value of $999M, Vanguard Ftse Emerging Mkts Et with a value of $769M, and Ishares Tr with a value of $447M.

Examining the 13F form we can see an increase of $856M in the current position value, from $7.88B to 8.74B.

Below you can find more details about Wealth Navi Inc. portfolio as well as his latest detailed transactions.