Wealthspire Advisors, L.P.
Q3 2020 13F Holdings
- Locationpotomac, MD
- Num holdings
484
- Value ($000)
$2,836,105
- Date Filed11/13/2020
- Form type13F-HR
- CIK0001666612
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2020 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $326.25M | 12 % | 1,060,473 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $300.34M | 11 % | 893,719 | ||
VEA VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $183.70M | 7 % | 4,491,402 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $133.64M | 5 % | 399,050 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $126.98M | 5 % | 4,543,194 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $117.77M | 4 % | 691,522 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $108.34M | 4 % | 3,450,488 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $88.84M | 3 % | 1,606,584 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $73.23M | 3 % | 395,166 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $68.46M | 2 % | 388,427 |
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