WEALTHFRONT INC Information

203 FOREST AVENUE, PALO ALTO, California, 94301, (650) 249-4258

Report Date: 06/30/2014

Position Statistics

Total Positions 658
New Positions 104
Increased Positions 555
Decreased Positions 100
Positions with Activity 655
Sold Out Positions 30
Total Mkt Value (in $ millions) 1,143

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.25%
Capital Goods 0.26%
Conglomerates 0.01%
Consumer Cyclical 0.2%
Consumer/Non-Cyclical 0.5%
Energy 0.59%
Financial 88.18%
Healthcare 0.74%
Services 1.29%
Technology 1.4%
Transportation 0.17%
Utilities 0.21%

658 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS TOTAL STK MKT 276,514 59,786 27.59 2,689,567
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 209,309 55,422 36.02 5,092,678
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 199,326 54,939 38.05 4,522,930
ISHARES NAT AMT FREE BD 130,553 39,160 42.85 1,196,197
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 89,935 24,542 37.53 1,155,527
BARCLAYS BK PLC DJUBS CMDT ETN36 41,084 11,189 37.43 1,165,831
TWITTER INC COM 29,599 29,599 New 599,419
VANGUARD INDEX FDS REIT ETF 29,325 6,209 26.86 398,983
ISHARES TR IBOXX INV CP ETF 19,846 5,272 36.18 168,669
VANGUARD INDEX FDS EXTEND MKT ETF 17,920 7,100 65.61 207,579
ISHARES JP MOR EM MK ETF 12,481 3,305 36.01 110,026
VANGUARD BD INDEX FD INC TOTAL BND MRKT 5,161 -1,023 (16.54) 63,253
SCHWAB STRATEGIC TR US TIPS ETF 3,823 1,624 73.85 70,112
PROOFPOINT INC COM 3,081 -112 (3.52) 81,046
TRULIA INC COM 2,384 -1,274 (34.82) 44,633
APPLE INC COM 2,114 817 63.06 20,797
EXXON MOBIL CORP COM 1,549 696 81.52 16,092
MICROSOFT CORP COM 1,404 524 59.52 30,357
JOHNSON & JOHNSON COM 1,316 580 78.81 12,565
WELLS FARGO & CO NEW COM 1,259 473 60.12 24,245


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