WealthfrontFounded in 2008, Raised 129.5M
Another large robo-advisor with $5 billion assets under management
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Wealthfront 90% Stocks / 10% Bonds Portfolio
Stocks 91%Bonds 9%Cash 0%
4.62%
Avg. annual return since 2014
| Holdings | Allocation |
|---|---|
| Total Market (U.S.) ETFs | 35.0% |
| SCHB | 23.0% |
| VTI | 12.0% |
| Broad Developed World ETFs | 24.0% |
| SCHF | 12.0% |
| VEA | 12.0% |
| Broad Emerging Market ETFs | 18.0% |
| IEMG | 18.0% |
| Large Cap ETFs | 9.0% |
| VIG | 6.5% |
| SCHD | 2.5% |
| Energy ETFs | 5.0% |
| VDE | 3.0% |
| XLE | 2.0% |
| Municipal Bond ETFs | 9.0% |
| TFI | 9.0% |