IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wealthsimple US, Ltd.

Q4 2019 Holdings

Filed 2020-05-08 | 31 holdings | $125.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(CRBN)MSCI LW CRB TG46434V464$21.9K169,41517.4%
Ishares TR(GNMA)GNMA BOND ETF46429B333$12.6K251,66610.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$11.2K68,3728.9%
Ishares TR(IDEV)CORE MSCI INTL46435G326$11.0K188,9978.7%
Invesco Exchange-Traded FD T(BAB)TAXABLE MUN BD46138G805$8.4K265,8796.7%
Spdr SER TR(BIL)SPDR BLOOMBERG78468R663$7.0K76,5685.6%
Ishares Inc(ACWV)MIN VOL GBL ETF464286525$6.7K70,1125.3%
Ishares Inc(EEMV)MIN VOL EMRG MKT464286533$6.6K112,7375.3%
Pimco ETF TR(LTPZ)15+ YR US TIPS72201R304$6.0K83,4274.8%
Spdr SER TR(SPTL)PORTFOLIO LN TSR78464A664$6.0K153,2274.7%
Spdr SER TR(SHE)SSGA GNDER ETF78468R747$5.8K75,6314.6%
Ishares TR(DSI)MSCI KLD400 SOC464288570$5.4K45,2024.3%
Invesco Exchange Traded FD T(ERTH)CLEANTECH ETF46137V407$5.0K99,7054.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$3.5K30,4132.8%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$2.5K29,2812.0%
Ishares TR(ITOT)CORE S&P TTL STK464287150$96013,2090.8%
Ishares TR(AGG)CORE US AGGBD ET464287226$6305,6050.5%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$6201,9270.5%
Ishares TR(IAGG)CORE INTL AGGR46435G672$4127,5220.3%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$4006,1280.3%
Square Inc(XYZ)CL A852234103$3625,7800.3%
Amazon COM Inc(AMZN)COM023135106$3361820.3%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$3292,8450.3%
Johnson & Johnson(JNJ)COM478160104$3272,2410.3%
Procter & Gamble Co(PG)COM742718109$2912,3280.2%
Spdr DOW Jones Indl Avrg ETF(DIA)UT SER 178467X109$2851,0000.2%
Apple Inc(AAPL)COM037833100$2699180.2%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$2654,9250.2%
Ishares TR(SUSA)MSCI USA ESG SLC464288802$2531,8880.2%
New Jersey RES(NJR)COM646025106$2465,5280.2%
Vanguard Intl Equity Index F(VGK)FTSE EUROPE ETF922042874$2223,7910.2%