HoldingsChannel.com
Wealthspan Partners LLC Top Holdings
As of  09/30/2022, below is a summary of the Wealthspan Partners LLC top holdings by largest position size, as per the latest 13f filing made by Wealthspan Partners LLC. In the Wealthspan Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wealthspan Partners LLC in that top holding, then the share count change between reporting periods, and finally the Wealthspan Partners LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD GROWTH ETF (VUG) 66,247 +2,898 $14,174
     VUG66,247+2,898$14,174
VANGUARD VALUE ETF (VTV) 90,820 +7,151 $11,214
     VTV90,820+7,151$11,214
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 57,475 +8 $7,768
     VIG57,475+8$7,768
DEERE & CO COM 22,091 +437 $7,376
     DE22,091+437$7,376
ISHARES S&P 500 GROWTH ETF (IVW) 77,449 +1,734 $4,480
     IVW77,449+1,734$4,480
ISHARES CORE S&P MID CAP ETF (IJH) 16,700 -287 $3,662
     IJH16,700-287$3,662
MICROSOFT CORP COM 13,191 -31 $3,072
     MSFT13,191-31$3,072
ISHARES GOLD TRUST (IAU) 96,135 -1,253 $3,031
     IAU96,135-1,253$3,031
ISHARES RUSSELL 1000 VALUE ETF (IWD) 22,212 -17 $3,021
     IWD22,212-17$3,021
APPLE INC COM 19,675 +15 $2,719
     AAPL19,675+15$2,719
SCHWAB FUNDAMENTAL INT L LARGE CO INDEX (FNDF) 99,600 -66,721 $2,505
     FNDF99,600-66,721$2,505
VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM) 23,582 +10,941 $2,237
     VYM23,582+10,941$2,237
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) 89,832 +76,349 $1,938
     DFAI89,832+76,349$1,938
MCDONALDS CORP COM 7,755 +1,186 $1,789
     MCD7,755+1,186$1,789
VANGUARD MID CAP ETF (VO) 9,167 +821 $1,723
     VO9,167+821$1,723
VANGUARD SMALL CAP ETF (VB) 7,730 -91 $1,321
     VB7,730-91$1,321
VANGUARD SMALL CAP VALUE ETF (VBR) 6,945 +97 $996
     VBR6,945+97$996
ISHARES CORE S&P US VALUE ETF (IUSV) 15,640 +357 $979
     IUSV15,640+357$979
ISHARES CORE S&P 500 ETF (IVV) 2,700 -107 $968
     IVV2,700-107$968
INVESCO FTSE RAFI US 1000 ETF (PRF) 6,523 +181 $905
     PRF6,523+181$905
VANGUARD HEALTH CARE ETF (VHT) 3,891 +1,062 $870
     VHT3,891+1,062$870
JOHNSON & JOHNSON COM 5,103 +200 $834
     JNJ5,103+200$834
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 8,638 -4,032 $830
     STIP8,638-4,032$830
ISHARES SILVER TRUST (SLV) 44,187 -5,115 $773
     SLV44,187-5,115$773
WALMART INC COM 5,859 UNCH $760
     WMT5,859UNCH$760
ISHARES 0 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD) 15,326 +6,496 $726
     SLQD15,326+6,496$726
INVESCO QQQ TRUST 2,663 -48 $712
     QQQ2,663-48$712
ISHARES CORE S&P SMALL CAP ETF (IJR) 8,065 -60 $703
     IJR8,065-60$703
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) 9,415 -105 $699
     VCSH9,415-105$699
BERKSHIRE HATHAWAY INC DEL CL B NEW      $680
     BRK.B2,548+47$680
LILLY ELI & CO COM 2,074 +14 $671
     LLY2,074+14$671
HOME DEPOT INC COM 2,396 +1,400 $661
     HD2,396+1,400$661
CONOCOPHILLIPS COM 6,147 +181 $629
     COP6,147+181$629
ISHARES CORE HIGH DIVIDEND ETF (HDV) 6,640 +134 $606
     HDV6,640+134$606
PEPSICO INC COM 3,322 UNCH $542
     PEP3,322UNCH$542
WP CAREY INC COM 7,695 -119 $537
     WPC7,695-119$537
AMAZON COM INC COM 4,197 +28 $474
     AMZN4,197+28$474
CATERPILLAR INC COM 2,857 UNCH $469
     CAT2,857UNCH$469
INVESCO WATER RESOURCES ETF (PHO) 9,835 -340 $450
     PHO9,835-340$450
ABBVIE INC COM 3,272 +30 $439
     ABBV3,272+30$439
EXXON MOBIL CORP COM 4,968 +315 $434
     XOM4,968+315$434
SPDR S&P 500 ETF TRUST (SPY) 1,184 +54 $423
     SPY1,184+54$423
HNI CORP COM 15,708 UNCH $416
     HNI15,708UNCH$416
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA) 1,321 UNCH $380
     DIA1,321UNCH$380
SPDR GOLD SHARES (GLD) 2,310 UNCH $357
     GLD2,310UNCH$357
GLOBAL X COPPER MINERS ETF (COPX) 12,431 -153 $351
     COPX12,431-153$351
VANGUARD MID CAP GROWTH ETF (VOT) 2,017 -40 $344
     VOT2,017-40$344
ENERGY SELECT SECTOR SPDR FUND (XLE) 4,506 +4,506 $325
     XLE4,506+4,506$325
SCHLUMBERGER LTD COM STK 8,902 UNCH $320
     SLB8,902UNCH$320
FIRST TRUST SMART GRID INFRASTRUCTURE ETF (GRID) 4,066 -192 $306
     GRID4,066-192$306

See Full List: All Stocks Held By Wealthspan Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealthspan Partners LLC

Size ($ in 1000's)
At 09/30/2022: $96,622
At 06/30/2022: $96,799

Wealthspan Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthspan Partners LLC 13F filings. Link to 13F filings: SEC filings

Wealthspan Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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