Instuitional Investor - Wealthspan Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Wealthspan Partners, Llc |
| Portfolio Value | $317,283,991 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 454,623 | $39,161,203 | 12.34% | |
| 2. | Vanguard Index Fds - VALUE ETF | 135,058 | $29,433,147 | 9.28% | |
| 3. | DE | 28,433 | $18,035,938 | 5.68% | |
| 4. | IAU | 118,207 | $8,925,817 | 2.81% | |
| 5. | Vanguard Bd Index Fds - VANGUARD ULTRA | 177,091 | $8,815,567 | 2.78% |
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