NerdWallet Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NW NerdWallet Wealth Partners, LLC | Institutional Filer | ▲ 2.74% | $229.2M | 59 |
Current Portfolio Holdings
Showing all 59 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 114K | $74.4M | 32.46% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 511K | $32.7M | 14.28% |
| 3 | DLN | WISDOMTREE TR | — | 235K | $21.0M | 9.16% |
| 4 | SHV | ISHARES TR | — | 127K | $14.0M | 6.13% |
| 5 | CGCB | CAPITAL GRP FIXED INCM ETF T | — | 503K | $13.2M | 5.76% |
| 6 | VTI | VANGUARD INDEX FDS | — | 28K | $8.9M | 3.89% |
| 7 | SHY | ISHARES TR | — | 104K | $8.6M | 3.74% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | — | 100K | $5.4M | 2.35% |
| 9 | VOO | VANGUARD INDEX FDS | — | 8K | $4.9M | 2.16% |
| 10 | IJH | ISHARES TR | — | 51K | $3.5M | 1.51% |
| 11 | HYG | ISHARES TR | — | 43K | $3.4M | 1.48% |
| 12 | VBR | VANGUARD INDEX FDS | — | 14K | $3.1M | 1.36% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 4K | $2.8M | 1.23% |
| 14 | DFAC | DIMENSIONAL ETF TRUST | — | 63K | $2.4M | 1.06% |
| 15 | AAPL | Apple Inc. | Technology | 9K | $2.2M | 0.96% |
Showing 1 to 15 of 59 holdings