WealthCollab, LLC
Q4 2024 13F Holdings
- Locationbellevue, WA
- Num holdings
875
- Value ($000)
$156,668
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002017870
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $14.27M | 9 % | 49,239 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $12.57M | 8 % | 213,368 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $10.38M | 7 % | 107,526 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $7.97M | 5 % | 120,473 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.96M | 4 % | 82,896 | ||
SSRM SSR MINING IN | COM | 784730103 | $5.95M | 4 % | 852,433 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.66M | 4 % | 86,914 | ||
SCHH SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | $5.29M | 3 % | 251,326 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $5.24M | 3 % | 49,209 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $4.71M | 3 % | 52,845 |
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