0001763921-20-000003.txt : 20200515 0001763921-20-000003.hdr.sgml : 20200515 20200515162218 ACCESSION NUMBER: 0001763921-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20885672 BUSINESS ADDRESS: STREET 1: 261 HAMILTON AVE CITY: PALO ALTO STATE: CA ZIP: 94301 BUSINESS PHONE: 8449958437 MAIL ADDRESS: STREET 1: 261 HAMILTON AVE CITY: PALO ALTO STATE: CA ZIP: 94301 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001763921 XXXXXXXX 03-31-2020 03-31-2020 false Wealthfront Advisers LLC

261 Hamilton Ave Palo Alto CA 94301

13F HOLDINGS REPORT 028-19298 N Zavier Dodge 1-844-995-8437 /s/ Zavier Dodge Palo Alto CA 05-15-2020 0 433 11009629 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1910 13993 SH SOLE 13993 0 0 ABBOTT LABS COM 002824100 6584 83440 SH SOLE 83440 0 0 ABBVIE INC COM 00287Y109 6763 88762 SH SOLE 88762 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5902 36151 SH SOLE 36151 0 0 ACTIVISION BLIZZARD INC COM 00507V109 673 11312 SH SOLE 11312 0 0 ADOBE INC COM 00724F101 8988 28244 SH SOLE 28244 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2426 53340 SH SOLE 53340 0 0 AES CORP COM 00130H105 291 21383 SH SOLE 21383 0 0 AFLAC INC COM 001055102 1400 40885 SH SOLE 40885 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 633 8837 SH SOLE 8837 0 0 AIR PRODS & CHEMS INC COM 009158106 1246 6241 SH SOLE 6241 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 272 2973 SH SOLE 2973 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 249 1817 SH SOLE 1817 0 0 ALIGN TECHNOLOGY INC COM 016255101 255 1464 SH SOLE 1464 0 0 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SH SOLE 2198 0 0 ROPER TECHNOLOGIES INC COM 776696106 724 2322 SH SOLE 2322 0 0 ROSS STORES INC COM 778296103 625 7184 SH SOLE 7184 0 0 S&P GLOBAL INC COM 78409V104 2369 9666 SH SOLE 9666 0 0 SALESFORCE COM INC COM 79466L302 2146 14902 SH SOLE 14902 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 984 3646 SH SOLE 3646 0 0 SCHLUMBERGER LTD COM 806857108 2843 210757 SH SOLE 210757 0 0 SCHWAB CHARLES CORP COM 808513105 2047 60882 SH SOLE 60882 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 7583 231607 SH SOLE 231607 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 749781 12407430 SH SOLE 12407430 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 366329 8144262 SH SOLE 8144262 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 20180 350894 SH SOLE 350894 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1617426 62593885 SH SOLE 62593885 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 1143 23418 SH SOLE 23418 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 87540 3012371 SH SOLE 3012371 0 0 SEMPRA ENERGY COM 816851109 1582 14004 SH SOLE 14004 0 0 SERVICENOW INC COM 81762P102 1491 5202 SH SOLE 5202 0 0 SHERWIN WILLIAMS CO COM 824348106 1282 2789 SH SOLE 2789 0 0 SIMON PPTY GROUP INC NEW COM 828806109 1857 33843 SH SOLE 33843 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1204 13476 SH SOLE 13476 0 0 SMUCKER J M CO COM NEW 832696405 1454 13103 SH SOLE 13103 0 0 SOUTHERN CO COM 842587107 5374 99254 SH SOLE 99254 0 0 SOUTHWEST AIRLS CO COM 844741108 289 8112 SH SOLE 8112 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 933 3620 SH SOLE 3620 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 287613 5752260 SH SOLE 5752260 0 0 SPLUNK INC COM 848637104 340 2690 SH SOLE 2690 0 0 SQUARE INC CL A 852234103 782 14930 SH SOLE 14930 0 0 STARBUCKS CORP COM 855244109 2932 44596 SH SOLE 44596 0 0 STATE STR CORP COM 857477103 1661 31190 SH SOLE 31190 0 0 STERIS PLC SHS USD G8473T100 205 1467 SH SOLE 1467 0 0 STRYKER CORP COM 863667101 1352 8118 SH SOLE 8118 0 0 SVB FINANCIAL GROUP COM 78486Q101 1067 7063 SH SOLE 7063 0 0 SYNOPSYS INC COM 871607107 1085 8427 SH SOLE 8427 0 0 T MOBILE US INC COM 872590104 327 3897 SH SOLE 3897 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1006 8481 SH SOLE 8481 0 0 TAPESTRY INC COM 876030107 1154 89094 SH SOLE 89094 0 0 TARGET CORP COM 87612E106 4146 44596 SH SOLE 44596 0 0 TE CONNECTIVITY LTD REG SHS H84989104 202 3212 SH SOLE 3212 0 0 TECHNIPFMC PLC COM G87110105 1068 158426 SH SOLE 158426 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 252 847 SH SOLE 847 0 0 TELEFLEX INCORPORATED COM 879369106 268 916 SH SOLE 916 0 0 TERADYNE INC COM 880770102 221 4078 SH SOLE 4078 0 0 TEXAS INSTRS INC COM 882508104 6297 63019 SH SOLE 63019 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4175 14720 SH SOLE 14720 0 0 TIFFANY & CO NEW COM 886547108 1044 8065 SH SOLE 8065 0 0 TJX COS INC NEW COM 872540109 945 19767 SH SOLE 19767 0 0 TRACTOR SUPPLY CO COM 892356106 810 9583 SH SOLE 9583 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 418 5063 SH SOLE 5063 0 0 TRANSDIGM GROUP INC COM 893641100 2132 6658 SH SOLE 6658 0 0 TRUIST FINL CORP COM 89832Q109 1491 48352 SH SOLE 48352 0 0 TWITTER INC COM 90184L102 282 11465 SH SOLE 11465 0 0 TYSON FOODS INC CL A 902494103 383 6621 SH SOLE 6621 0 0 UDR INC COM 902653104 1015 27765 SH SOLE 27765 0 0 UNION PAC CORP COM 907818108 4742 33624 SH SOLE 33624 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2345 25102 SH SOLE 25102 0 0 UNITED RENTALS INC COM 911363109 1321 12842 SH SOLE 12842 0 0 UNITED TECHNOLOGIES CORP COM 913017109 3437 36438 SH SOLE 36438 0 0 UNITEDHEALTH GROUP INC COM 91324P102 13749 55134 SH SOLE 55134 0 0 UNUM GROUP COM 91529Y106 1603 106776 SH SOLE 106776 0 0 US BANCORP DEL COM NEW 902973304 2020 58631 SH SOLE 58631 0 0 VALERO ENERGY CORP COM 91913Y100 1487 32777 SH SOLE 32777 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 16110 180337 SH SOLE 180337 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 68407 801491 SH SOLE 801491 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 90438 381886 SH SOLE 381886 0 0 VANGUARD INDEX 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INC COM 969457100 1700 120129 SH SOLE 120129 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 406 2388 SH SOLE 2388 0 0 WORKDAY INC CL A 98138H101 382 2935 SH SOLE 2935 0 0 XCEL ENERGY INC COM 98389B100 3057 50695 SH SOLE 50695 0 0 XILINX INC COM 983919101 488 6259 SH SOLE 6259 0 0 XYLEM INC COM 98419M100 240 3687 SH SOLE 3687 0 0 YUM BRANDS INC COM 988498101 208 3031 SH SOLE 3031 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 259 1413 SH SOLE 1413 0 0 ZIONS BANCORPORATION N A COM 989701107 1047 39116 SH SOLE 39116 0 0 ZOETIS INC CL A 98978V103 2606 22143 SH SOLE 22143 0 0