WEALTHSPAN PARTNERS, LLC
Q4 2024 13F Holdings
- Locationdavenport, IA
- Num holdings
109
- Value ($000)
$209,348
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001909805
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $32.86M | 16 % | 80,068 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $22.15M | 11 % | 130,821 | ||
DE DEERE & CO | COM | 244199105 | $12.08M | 6 % | 28,506 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.82M | 4 % | 45,028 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.74M | 3 % | 163,280 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $5.83M | 3 % | 117,748 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.31M | 3 % | 41,604 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.27M | 3 % | 12,508 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $5.16M | 3 % | 66,149 | ||
AAPL APPLE INC | COM | 037833100 | $5.13M | 3 % | 20,499 |
Rows Per Page
1 - 10 of 10910
- 10
- 50
- 100