0001763921-19-000002.txt : 20190513 0001763921-19-000002.hdr.sgml : 20190513 20190513162255 ACCESSION NUMBER: 0001763921-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190513 DATE AS OF CHANGE: 20190513 EFFECTIVENESS DATE: 20190513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealthfront Advisers LLC CENTRAL INDEX KEY: 0001763921 IRS NUMBER: 831417340 STATE OF INCORPORATION: DE FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19298 FILM NUMBER: 19818664 BUSINESS ADDRESS: STREET 1: 900 MIDDLEFIELD ROAD, SECOND FLOOR CITY: REDWOOD CITY STATE: CA ZIP: 94063 BUSINESS PHONE: 8449958437 MAIL ADDRESS: STREET 1: 900 MIDDLEFIELD ROAD, SECOND FLOOR CITY: REDWOOD CITY STATE: CA ZIP: 94063 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001763921 XXXXXXXX 03-31-2019 03-31-2019 false Wealthfront Advisers LLC

900 Middlefield Road, Second Floor Redwood City CA 94063

13F HOLDINGS REPORT 028-19298 N Ashley Johnson 1-844-995-8437 /s/ Ashley Johnson Redwood City CA 05-13-2019 0 480 10785456 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 4397 21162 SH SOLE 21162 0 0 ABBOTT LABS COM 002824100 7488 93664 SH SOLE 93664 0 0 ABBVIE INC COM 00287Y109 4989 61900 SH SOLE 61900 0 0 ABIOMED INC COM 003654100 631 2210 SH SOLE 2210 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4310 24486 SH SOLE 24486 0 0 ACTIVISION BLIZZARD INC COM 00507V109 283 6205 SH SOLE 6205 0 0 ADOBE INC COM 00724F101 3641 13662 SH SOLE 13662 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 1268 7437 SH SOLE 7437 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1137 44558 SH SOLE 44558 0 0 AES CORP COM 00130H105 2194 121358 SH SOLE 121358 0 0 AFFILIATED MANAGERS GROUP IN COM 008252108 295 2754 SH SOLE 2754 0 0 AFLAC INC COM 001055102 1674 33472 SH SOLE 33472 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 716 8902 SH SOLE 8902 0 0 AIR PRODS & CHEMS INC COM 009158106 1342 7028 SH SOLE 7028 0 0 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HLDGS INC COM 70450Y103 7133 68696 SH SOLE 68696 0 0 PEOPLES UTD FINL INC COM 712704105 2043 124300 SH SOLE 124300 0 0 PEPSICO INC COM 713448108 6766 55213 SH SOLE 55213 0 0 PERKINELMER INC COM 714046109 278 2889 SH SOLE 2889 0 0 PFIZER INC COM 717081103 7960 187419 SH SOLE 187419 0 0 PHILIP MORRIS INTL INC COM 718172109 8589 97167 SH SOLE 97167 0 0 PHILLIPS 66 COM 718546104 656 6895 SH SOLE 6895 0 0 PINNACLE WEST CAP CORP COM 723484101 1299 13586 SH SOLE 13586 0 0 PIONEER NAT RES CO COM 723787107 572 3756 SH SOLE 3756 0 0 PNC FINL SVCS GROUP INC COM 693475105 2549 20778 SH SOLE 20778 0 0 PPG INDS INC COM 693506107 415 3680 SH SOLE 3680 0 0 PPL CORP COM 69351T106 3676 115823 SH SOLE 115823 0 0 PRICE T ROWE GROUP INC COM 74144T108 876 8745 SH SOLE 8745 0 0 PRINCIPAL FINL GROUP INC COM 74251V102 1685 33567 SH SOLE 33567 0 0 PROCTER AND GAMBLE CO COM 742718109 12136 116639 SH SOLE 116639 0 0 PROGRESSIVE CORP OHIO COM 743315103 2040 28298 SH SOLE 28298 0 0 PROLOGIS INC COM 74340W103 623 8661 SH SOLE 8661 0 0 PRUDENTIAL FINL INC COM 744320102 2413 26267 SH SOLE 26267 0 0 PUBLIC STORAGE COM 74460D109 2070 9506 SH SOLE 9506 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1628 27400 SH SOLE 27400 0 0 QORVO INC COM 74736K101 254 3548 SH SOLE 3548 0 0 QUALCOMM INC COM 747525103 2001 35084 SH SOLE 35084 0 0 QUEST DIAGNOSTICS INC COM 74834L100 224 2491 SH SOLE 2491 0 0 RALPH LAUREN CORP CL A 751212101 586 4520 SH SOLE 4520 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 211 2620 SH SOLE 2620 0 0 RAYTHEON CO COM NEW 755111507 2805 15406 SH SOLE 15406 0 0 REALTY INCOME CORP COM 756109104 2326 31617 SH SOLE 31617 0 0 RED HAT INC COM 756577102 1452 7946 SH SOLE 7946 0 0 REGENCY CTRS CORP COM 758849103 253 3749 SH SOLE 3749 0 0 REGENERON PHARMACEUTICALS COM 75886F107 612 1490 SH SOLE 1490 0 0 REGIONS FINL CORP NEW COM 7591EP100 1112 78580 SH SOLE 78580 0 0 REPUBLIC SVCS INC COM 760759100 1107 13774 SH SOLE 13774 0 0 RESMED INC COM 761152107 460 4428 SH SOLE 4428 0 0 ROCKWELL AUTOMATION INC COM 773903109 569 3244 SH SOLE 3244 0 0 ROLLINS INC COM 775711104 602 14467 SH SOLE 14467 0 0 ROPER TECHNOLOGIES INC COM 776696106 822 2403 SH SOLE 2403 0 0 ROSS STORES INC COM 778296103 1065 11435 SH SOLE 11435 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 407 3554 SH SOLE 3554 0 0 S&P GLOBAL INC COM 78409V104 1342 6373 SH SOLE 6373 0 0 SALESFORCE COM INC COM 79466L302 2871 18131 SH SOLE 18131 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 587 2940 SH SOLE 2940 0 0 SCHLUMBERGER LTD COM 806857108 2841 65202 SH SOLE 65202 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 9032 203289 SH SOLE 203289 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 24492 445301 SH SOLE 445301 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 311445 5957253 SH SOLE 5957253 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 834457 26651467 SH SOLE 26651467 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 678278 9967343 SH SOLE 9967343 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 425 6280 SH SOLE 6280 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 316 8335 SH SOLE 8335 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 995 20774 SH SOLE 20774 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 104192 1575808 SH SOLE 1575808 0 0 SEMPRA ENERGY COM 816851109 1551 12324 SH SOLE 12324 0 0 SHERWIN WILLIAMS CO COM 824348106 999 2320 SH SOLE 2320 0 0 SIMON PPTY GROUP INC NEW COM 828806109 4182 22954 SH SOLE 22954 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 234 2840 SH SOLE 2840 0 0 SMUCKER J M CO COM NEW 832696405 1870 16055 SH SOLE 16055 0 0 SOUTHERN CO COM 842587107 4276 82743 SH SOLE 82743 0 0 SOUTHWEST AIRLS CO COM 844741108 648 12477 SH SOLE 12477 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2770 9806 SH SOLE 9806 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 287428 5832556 SH SOLE 5832556 0 0 SPLUNK INC COM 848637104 201 1613 SH SOLE 1613 0 0 SQUARE INC CL A 852234103 1153 15392 SH SOLE 15392 0 0 STANLEY BLACK & DECKER INC COM 854502101 336 2467 SH SOLE 2467 0 0 STARBUCKS CORP COM 855244109 3874 52117 SH SOLE 52117 0 0 STATE STR CORP COM 857477103 1020 15500 SH SOLE 15500 0 0 STRYKER CORP COM 863667101 1842 9325 SH SOLE 9325 0 0 SUNTRUST BKS INC COM 867914103 1948 32886 SH SOLE 32886 0 0 SVB FINL GROUP COM 78486Q101 506 2275 SH SOLE 2275 0 0 SVMK INC COM 78489X103 363 19928 SH SOLE 19928 0 0 SYMANTEC CORP COM 871503108 210 9142 SH SOLE 9142 0 0 SYNCHRONY FINL COM 87165B103 752 23569 SH SOLE 23569 0 0 SYNOPSYS INC COM 871607107 267 2317 SH SOLE 2317 0 0 SYSCO CORP COM 871829107 784 11742 SH SOLE 11742 0 0 TARGET CORP COM 87612E106 3182 39642 SH SOLE 39642 0 0 TE CONNECTIVITY LTD REG SHS H84989104 315 3900 SH SOLE 3900 0 0 TECHNIPFMC PLC COM G87110105 743 31589 SH SOLE 31589 0 0 TELEFLEX INC COM 879369106 318 1051 SH SOLE 1051 0 0 TEXAS INSTRS INC COM 882508104 6186 58321 SH SOLE 58321 0 0 TEXTRON INC COM 883203101 221 4367 SH SOLE 4367 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 1548 36213 SH SOLE 36213 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 2500 9135 SH SOLE 9135 0 0 TIFFANY & CO NEW COM 886547108 244 2314 SH SOLE 2314 0 0 TJX COS INC NEW COM 872540109 1778 33408 SH SOLE 33408 0 0 TORCHMARK CORP COM 891027104 1227 14970 SH SOLE 14970 0 0 TOTAL SYS SVCS INC COM 891906109 1066 11219 SH SOLE 11219 0 0 TRACTOR SUPPLY CO COM 892356106 1383 14143 SH SOLE 14143 0 0 TRANSDIGM GROUP INC COM 893641100 935 2059 SH SOLE 2059 0 0 TRAVELERS COMPANIES INC COM 89417E109 1879 13699 SH SOLE 13699 0 0 TRIPADVISOR INC COM 896945201 510 9916 SH SOLE 9916 0 0 TWITTER INC COM 90184L102 1036 31517 SH SOLE 31517 0 0 TYSON FOODS INC CL A 902494103 450 6480 SH SOLE 6480 0 0 UDR INC COM 902653104 1080 23753 SH SOLE 23753 0 0 ULTA BEAUTY INC COM 90384S303 862 2471 SH SOLE 2471 0 0 UNDER ARMOUR INC CL C 904311206 381 20181 SH SOLE 20181 0 0 UNDER ARMOUR INC CL A 904311107 425 20099 SH SOLE 20099 0 0 UNION PACIFIC CORP COM 907818108 5683 33990 SH SOLE 33990 0 0 UNITED CONTL HLDGS INC COM 910047109 844 10582 SH SOLE 10582 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1688 15104 SH SOLE 15104 0 0 UNITED RENTALS INC COM 911363109 267 2336 SH SOLE 2336 0 0 UNITED TECHNOLOGIES CORP COM 913017109 2882 22357 SH SOLE 22357 0 0 UNITEDHEALTH GROUP INC COM 91324P102 11431 46232 SH SOLE 46232 0 0 UNUM GROUP COM 91529Y106 1180 34869 SH SOLE 34869 0 0 US BANCORP DEL COM NEW 902973304 3626 75250 SH SOLE 75250 0 0 V F CORP COM 918204108 300 3452 SH SOLE 3452 0 0 VALERO ENERGY CORP NEW COM 91913Y100 788 9291 SH SOLE 9291 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 36777 453031 SH SOLE 453031 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 5723 68185 SH SOLE 68185 0 0 VANGUARD GROUP DIV APP ETF 921908844 604353 5512160 SH SOLE 5512160 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 717 6663 SH SOLE 6663 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1264778 8740088 SH SOLE 8740088 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 282437 2446187 SH SOLE 2446187 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 57824 445488 SH SOLE 445488 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 358295 4122593 SH SOLE 4122593 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 71497 275475 SH SOLE 275475 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 110558 723549 SH SOLE 723549 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1186641 27920964 SH SOLE 27920964 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 572 11757 SH SOLE 11757 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 794230 15229713 SH SOLE 15229713 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5459 62842 SH SOLE 62842 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1477089 36141145 SH SOLE 36141145 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 66695 746198 SH SOLE 746198 0 0 VARIAN MED SYS INC COM 92220P105 298 2100 SH SOLE 2100 0 0 VENTAS INC COM 92276F100 3614 56638 SH SOLE 56638 0 0 VERISIGN INC COM 92343E102 1192 6565 SH SOLE 6565 0 0 VERISK ANALYTICS INC COM 92345Y106 894 6723 SH SOLE 6723 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 10521 177935 SH SOLE 177935 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 1283 6975 SH SOLE 6975 0 0 VISA INC COM CL A 92826C839 13354 85497 SH SOLE 85497 0 0 VULCAN MATLS CO COM 929160109 202 1708 SH SOLE 1708 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 378 5972 SH SOLE 5972 0 0 WALMART INC COM 931142103 6361 65219 SH SOLE 65219 0 0 WASTE MGMT INC DEL COM 94106L109 1691 16275 SH SOLE 16275 0 0 WATERS CORP COM 941848103 424 1683 SH SOLE 1683 0 0 WEC ENERGY GROUP INC COM 92939U106 1885 23841 SH SOLE 23841 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 585 2167 SH SOLE 2167 0 0 WELLS FARGO CO NEW COM 949746101 6391 132258 SH SOLE 132258 0 0 WELLTOWER INC COM 95040Q104 3120 40207 SH SOLE 40207 0 0 WESTERN UN CO COM 959802109 520 28165 SH SOLE 28165 0 0 WESTROCK CO COM 96145D105 240 6258 SH SOLE 6258 0 0 WEYERHAEUSER CO COM 962166104 709 26913 SH SOLE 26913 0 0 WILLIAMS COS INC DEL COM 969457100 1414 49247 SH SOLE 49247 0 0 WILLIS TOWERS WATSON PUB LTD SHS G96629103 581 3308 SH SOLE 3308 0 0 WORKDAY INC CL A 98138H101 859 4454 SH SOLE 4454 0 0 WYNN RESORTS LTD COM 983134107 284 2379 SH SOLE 2379 0 0 XCEL ENERGY INC COM 98389B100 2579 45883 SH SOLE 45883 0 0 XEROX CORP COM NEW 984121608 819 25609 SH SOLE 25609 0 0 XILINX INC COM 983919101 1478 11655 SH SOLE 11655 0 0 XYLEM INC COM 98419M100 340 4303 SH SOLE 4303 0 0 YUM BRANDS INC COM 988498101 952 9535 SH SOLE 9535 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 271 2126 SH SOLE 2126 0 0 ZIONS BANCORPORATION N A COM 989701107 869 19129 SH SOLE 19129 0 0 ZOETIS INC CL A 98978V103 1387 13777 SH SOLE 13777 0 0