0001214659-20-009229.txt : 20201109
0001214659-20-009229.hdr.sgml : 20201109
20201109105703
ACCESSION NUMBER: 0001214659-20-009229
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201109
DATE AS OF CHANGE: 20201109
EFFECTIVENESS DATE: 20201109
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wealthsimple US, Ltd.
CENTRAL INDEX KEY: 0001811613
IRS NUMBER: 814173465
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20243
FILM NUMBER: 201296587
BUSINESS ADDRESS:
STREET 1: 20 JAY STREET UNIT 928
CITY: BROOKLYN
STATE: NY
ZIP: 11201
BUSINESS PHONE: 855-510-8948
MAIL ADDRESS:
STREET 1: 20 JAY STREET UNIT 928
CITY: BROOKLYN
STATE: NY
ZIP: 11201
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001811613
XXXXXXXX
09-30-2020
09-30-2020
false
Wealthsimple US, Ltd.
20 Jay Street Unit 928
Brooklyn
NY
11201
13F HOLDINGS REPORT
028-20243
N
Naomi Kantrowitz
CCO
855-510-8948
/s/ Naomi Kantrowitz
Brooklyn
NY
11-04-2020
0
19
150151
INFORMATION TABLE
2
infotable.xml
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
23959
464323
SH
SOLE
464323
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
20502
438646
SH
SOLE
438646
0
0
VANGUARD WORLD FD
ESG US STK ETF
921910733
20309
328570
SH
SOLE
328570
0
0
PIMCO ETF TR
15+ YR US TIPS
72201R304
15533
177495
SH
SOLE
177495
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
14479
85013
SH
SOLE
85013
0
0
ISHARES TR
CORE MSCI INTL
46435G326
12770
236661
SH
SOLE
236661
0
0
ISHARES INC
MSCI GBL MIN VOL
464286525
8939
97263
SH
SOLE
97263
0
0
ISHARES INC
MSCI EMERG MRKT
464286533
8651
156781
SH
SOLE
156781
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
6414
77422
SH
SOLE
77422
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
6083
97977
SH
SOLE
97977
0
0
ISHARES TR
ESG AWRE 1 5 YR
46435G243
4652
178194
SH
SOLE
178194
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
4064
37597
SH
SOLE
37597
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1522
48466
SH
SOLE
48466
0
0
AMAZON COM INC
COM
023135106
551
175
SH
SOLE
175
0
0
SQUARE INC
CL A
852234103
527
3245
SH
SOLE
3245
0
0
APPLE INC
COM
037833100
378
3263
SH
SOLE
3263
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
345
4274
SH
SOLE
4274
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
258
879
SH
SOLE
879
0
0
JOHNSON & JOHNSON
COM
478160104
215
1442
SH
SOLE
1442
0
0