NerdWallet Wealth Partners, LLC
59 holdingsFiling period: 2026-03-31Current AUM: $253.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 113.9K | $74.4M | $85.5M | 33.75% | +4.9K | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 510.6K | $32.7M | $36.1M | 14.24% | +118.4K | 2026-03-31 |
| 3 | DLN | WISDOMTREE TR | 235.0K | $21.0M | $23.2M | 9.15% | +12.8K | 2026-03-31 |
| 4 | SHV | ISHARES TR | 127.2K | $14.0M | $14.0M | 5.55% | -8,950 | 2026-03-31 |
| 5 | CGCB | CAPITAL GRP FIXED INCM ETF T | 502.7K | $13.2M | $12.9M | 5.11% | +155.6K | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 27.8K | $8.9M | $10.2M | 4.05% | -10,601 | 2026-03-31 |
| 7 | SHY | ISHARES TR | 103.7K | $8.6M | $8.5M | 3.36% | -7,952 | 2026-03-31 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 99.6K | $5.4M | $5.9M | 2.31% | +18.4K | 2026-03-31 |
| 9 | VOO | VANGUARD INDEX FDS | 8.3K | $4.9M | $5.7M | 2.24% | -400 | 2026-03-31 |
| 10 | IJH | ISHARES TR | 51.1K | $3.5M | $3.8M | 1.52% | +31.1K | 2026-03-31 |
| 11 | HYG | ISHARES TR | 42.7K | $3.4M | $3.4M | 1.34% | +5.9K | 2026-03-31 |
| 12 | VBR | VANGUARD INDEX FDS | 14.4K | $3.1M | $3.5M | 1.39% | -1,482 | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 4.3K | $2.8M | $3.2M | 1.27% | -- | 2026-03-31 |
| 14 | DFAC | DIMENSIONAL ETF TRUST | 62.6K | $2.4M | $2.8M | 1.10% | -- | 2026-03-31 |
| 15 | AAPL | APPLE INC | 8.6K | $2.2M | $2.7M | 1.05% | -902 | 2026-03-31 |
| 16 | IJR | ISHARES TR | 16.1K | $2.0M | $2.3M | 0.93% | +5.6K | 2026-03-31 |
| 17 | EEM | ISHARES TR | 31.8K | $1.8M | $2.0M | 0.80% | -- | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 4.2K | $1.6M | $1.9M | 0.77% | -394 | 2026-03-31 |
| 19 | DFAT | DIMENSIONAL ETF TRUST | 23.5K | $1.5M | $1.7M | 0.66% | -- | 2026-03-31 |
| 20 | EFA | ISHARES TR | 13.4K | $1.3M | $1.4M | 0.56% | -179 | 2026-03-31 |
| 21 | GLD | SPDR GOLD TR | 2.9K | $1.2M | $1.1M | 0.42% | -31 | 2026-03-31 |
| 22 | TLT | ISHARES TR | 13.6K | $1.2M | $1.1M | 0.44% | -- | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 5.4K | $1.1M | $1.5M | 0.57% | +358 | 2026-03-31 |
| 24 | XVV | ISHARES TR | 22.4K | $1.1M | $1.3M | 0.50% | -- | 2026-03-31 |
| 25 | CGIC | CAPITAL GROUP INTERNATIONAL | 31.8K | $1.1M | $1.1M | 0.45% | +1.5K | 2026-03-31 |
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