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Institutional Investment Manager
WEALTHFRONT CORP
WEALTHFRONT CORP (CIK: 0001524566) incorporated in Delaware, registered under Finance Services, located at 261 Hamilton Ave, Palo Alto, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Original 13F HR (0001140361-16-053449) filed in 2016.02.17
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 3,918,791 408,730 14.70%
2 VANGUARD TAX-MANAGED FDS 8,963,716 329,148 11.84%
3 ISHARES INC 6,320,361 248,959 8.96%
4 ISHARES TR 2,240,559 248,052 8.92%
5 VANGUARD INTL EQUITY INDEX F 6,804,675 222,581 8.01%
6 SCHWAB INTERNATIONAL EQUITY ETF 7,855,074 216,486 7.79%
7 VANGUARD SPECIALIZED FUNDS 2,302,616 179,051 6.44%
8 SCHWAB U.S. BROAD MARKET ETF 2,373,144 116,379 4.19%
9 SPDR SERIES TR 3,539,865 86,302 3.10%
10 VANGUARD INDEX FDS 976,255 77,837 2.80%
11 VANGUARD WORLD FD 756,909 62,914 2.26%
12 ISHARES TR 543,797 61,998 2.23%
13 SCHWAB US DIVIDEND EQUITY ETF 1,594,385 61,479 2.21%
14 SELECT SECTOR SPDR TR 799,282 48,213 1.73%
15 ISHARES TR 350,035 37,027 1.33%
16 VANGUARD INDEX FDS 370,397 31,039 1.12%
17 FACEBOOK INC 244,079 25,545 0.92%
18 VANGUARD INDEX FDS 229,909 25,437 0.92%
19 VANGUARD INDEX FDS 224,034 20,947 0.75%
20 VANGUARD INDEX FDS 73,091 13,663 0.49%
21 TWITTER INC 514,790 11,912 0.43%
22 MICROSOFT CORP 142,010 7,879 0.28%
23 SCHWAB US TIPS ETF 127,193 6,758 0.24%
24 GENERAL ELECTRIC CO 214,660 6,687 0.24%
25 AMAZON COM INC 9,282 6,274 0.23%
26 EXXON MOBIL CORP 70,186 5,471 0.20%
27 VANGUARD MALVERN FDS 108,635 5,253 0.19%
28 APPLE INC 43,393 4,568 0.16%
29 INTEL CORP 122,064 4,205 0.15%
30 HOME DEPOT INC 31,047 4,106 0.15%
31 JPMORGAN CHASE & CO 55,854 3,688 0.13%
32 CHEVRON CORP NEW 39,768 3,578 0.13%
33 WELLS FARGO & CO NEW 64,107 3,485 0.13%
34 JOHNSON & JOHNSON 33,392 3,430 0.12%
35 DISNEY WALT CO 32,321 3,396 0.12%
36 AT&T INC 91,958 3,164 0.11%
37 CITIGROUPINC 57,952 2,999 0.11%
38 PROCTER AND GAMBLE CO 37,058 2,943 0.11%
39 BERKSHIRE HATHAWAY INC DEL 22,095 2,917 0.10%
40 BRISTOL MYERS SQUIBB CO 40,046 2,755 0.10%
41 BANK AMER CORP 160,693 2,704 0.10%
42 ALTRIA GROUP INC 45,615 2,655 0.10%
43 MCDONALDS CORP 22,326 2,638 0.09%
44 VISA INC 33,926 2,631 0.09%
45 COCA COLA CO 57,141 2,455 0.09%
46 VANGUARD BD INDEX FDS 29,473 2,380 0.09%
47 CISCO SYS INC 84,644 2,299 0.08%
48 AMGEN INC 13,889 2,255 0.08%
49 NIKE INC 34,773 2,173 0.08%
50 STARBUCKS CORP 35,931 2,157 0.08%
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