Wealthgate Family Office, LLC
Q3 2024 13F Holdings
- Locationboulder, CO
- Num holdings
14
- Value ($000)
$35,908
- Date Filed11/08/2024
- Form type13F-HR
- CIK0001835441
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $17.35M | 48 % | 30,232 | ||
IYG ISHARES TR | U.S. FIN SVC ETF | 464287770 | $3.69M | 10 % | 51,917 | ||
EVCM EVERCOMMERCE INC | COM | 29977X105 | $3.05M | 9 % | 294,116 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.06M | 6 % | 7,284 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $1.99M | 6 % | 56,290 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $1.98M | 6 % | 41,461 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $1.95M | 5 % | 24,994 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $1.15M | 3 % | 23,097 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $819.64K | 2 % | 9,801 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $625.95K | 2 % | 1,360 |
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