0001214659-21-005214.txt : 20210512
0001214659-21-005214.hdr.sgml : 20210512
20210512091252
ACCESSION NUMBER: 0001214659-21-005214
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210512
DATE AS OF CHANGE: 20210512
EFFECTIVENESS DATE: 20210512
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: 21913661
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
03-31-2021
03-31-2021
false
Wealthsimple US, Ltd.
20 JAY STREET UNIT 928
BROOKLYN
NY
11201
13F HOLDINGS REPORT
028-20243
N
Naomi Kantrowitz
CCO
855-510-8948
/Naomi Kantrowitz/
Brooklyn
NY
05-11-2021
0
23
168858
INFORMATION TABLE
2
infotable.xml
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
204
898
SH
SOLE
898
0
0
AMAZON COM INC
COM
023135106
408
132
SH
SOLE
132
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
220
356
SH
SOLE
356
0
0
ISHARES INC
MSCI EMERG MRKT
464286533
9947
157492
SH
SOLE
157492
0
0
ISHARES INC
MSCI GBL MIN VOL
464286525
10351
104920
SH
SOLE
104920
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
3200
29679
SH
SOLE
29679
0
0
ISHARES TR
ESG AWRE 1 5 YR
46435G243
5451
209839
SH
SOLE
209839
0
0
ISHARES TR
CORE MSCI INTL
46435G326
14736
228110
SH
SOLE
228110
0
0
JOHNSON & JOHNSON
COM
478160104
236
1439
SH
SOLE
1439
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
223
2606
SH
SOLE
2606
0
0
PIMCO ETF TR
15+ YR US TIPS
72201R304
16746
207382
SH
SOLE
207382
0
0
PROCTER AND GAMBLE CO
COM
742718109
208
1539
SH
SOLE
1539
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
387
4033
SH
SOLE
4033
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1711
45469
SH
SOLE
45469
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
21261
545446
SH
SOLE
545446
0
0
SQUARE INC
CL A
852234103
737
3245
SH
SOLE
3245
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
247
2085
SH
SOLE
2085
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
16356
79132
SH
SOLE
79132
0
0
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
821
9918
SH
SOLE
9918
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
4797
77969
SH
SOLE
77969
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
6889
83499
SH
SOLE
83499
0
0
VANGUARD WORLD FD
ESG US STK ETF
921910733
24415
331046
SH
SOLE
331046
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
29307
477546
SH
SOLE
477546
0
0