Wealthspan Partners, LLC
- SEC CIK
- 0001909805
- 最新申報
- 2026/8/6
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/15 申報。只含多頭部位。
- 持股檔數
- 68
- 2021 年第 3 季沒有申報
- 總值
- $1.13 億
- 2021 年第 3 季沒有申報
Wealthspan Partners, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 60,848 | $1,953 萬 | 17.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 61,416 | $1,055 萬 | 9.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 62,426 | $918.4 萬 | 8.1% | – | – | – |
| DEDeere & Co | Stock | 20,384 | $698.9 萬 | 6.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 78,888 | $660.1 萬 | 5.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,938 | $479.5 萬 | 4.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,753 | $428.9 萬 | 3.8% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 21,468 | $360.5 萬 | 3.2% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 108,049 | $351.3 萬 | 3.1% | – | – | – |
| AAPLApple Inc. | Stock | 19,714 | $350.1 萬 | 3.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 91,301 | $317.8 萬 | 2.8% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 23,414 | $217.2 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,530 | $191.8 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,074 | $182.5 萬 | 1.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 6,662 | $178.6 萬 | 1.6% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,653 | $167.8 萬 | 1.5% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 15,718 | $120.0 萬 | 1.1% | – | – | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 22,866 | $116.7 萬 | 1.0% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 10,048 | $115.6 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,277 | $112.3 萬 | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,977 | $102.6 萬 | 0.9% | – | – | – |
| JNJJohnson & Johnson | Stock | 5,123 | $87.6 萬 | 0.8% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 40,006 | $86.1 萬 | 0.8% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 3,189 | $85.0 萬 | 0.8% | – | – | – |
| WMTWalmart Inc. | Stock | 5,859 | $84.8 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,131 | $81.7 萬 | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 218 | $72.7 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,351 | $70.3 萬 | 0.6% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 4,161 | $70.1 萬 | 0.6% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,758 | $69.9 萬 | 0.6% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 8,119 | $69.3 萬 | 0.6% | – | – | – |
| HNIHni Corp | Stock | 15,708 | $66.1 萬 | 0.6% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 7,759 | $63.7 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,430 | $61.9 萬 | 0.5% | – | – | – |
| CATCaterpillar Inc | Stock | 2,927 | $60.5 萬 | 0.5% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,459 | $60.1 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,385 | $57.5 萬 | 0.5% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,074 | $57.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,931 | $54.4 萬 | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 8,769 | $53.4 萬 | 0.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,622 | $51.8 萬 | 0.5% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,220 | $49.0 萬 | 0.4% | – | – | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 12,111 | $44.7 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 1,989 | $43.1 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,944 | $41.4 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,045 | $41.2 萬 | 0.4% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,128 | $41.0 萬 | 0.4% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 3,988 | $40.3 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,300 | $39.3 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,445 | $38.7 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,225 | $36.0 萬 | 0.3% | – | – | 歷史 |
| COPConocoPhillips | Stock | 4,911 | $35.4 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 121 | $35.1 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 11,343 | $32.7 萬 | 0.3% | – | – | – |
| NKENIKE, Inc. | Stock | 1,807 | $30.1 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 10,181 | $30.1 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 2,865 | $29.4 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,653 | $28.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 611 | $28.0 萬 | 0.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 614 | $26.8 萬 | 0.2% | – | – | – |
| CNPCenterpoint Energy Inc | COM | 9,258 | $25.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,691 | $25.4 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 1,588 | $24.6 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,347 | $22.0 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 3,069 | $21.0 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 3,990 | $20.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,585 | $20.5 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,285 | $20.1 萬 | 0.2% | – | – | – |