Instuitional Investor - Wealthspan Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Wealthspan Partners, Llc |
| Portfolio Value | $142,841,855 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 73,412 | $22,822,240 | 15.97% | |
| 2. | Vanguard Index Fds | 105,904 | $15,832,687 | 11.08% | |
| 3. | DE | 24,604 | $9,838,477 | 6.88% | |
| 4. | Vanguard Specialized Funds | 49,206 | $8,384,647 | 5.86% | |
| 5. | Dimensional Etf Trust | 116,614 | $4,944,434 | 3.46% |
