13F Filings for WEALTHSPAN PARTNERS, LLC (CIK: 1909805)
View the most recent portfolio holdings disclosed by WEALTHSPAN PARTNERS, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 80.26K | $35.19M | 14.54% | Increased | 265 (0.0%, $5.52M) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 132.11K | $23.35M | 9.65% | Decreased | 722 (0.0%, $403.71K) |
| DE - DEERE CO(Class: COM) | 28.41K | $14.45M | 5.97% | Decreased | 433 (1.0%, $908.78K) |
| DUSB - DIMENSIONAL ETF TRUST(Class: ULTRASHORT FIXED) | 178.91K | $9.08M | 3.75% | Increased | 38.35K (27.0%, $1.95M) |
| VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF) | 40.69K | $8.33M | 3.44% | Decreased | 2.01K (4.0%, $44.83K) |
| IAU - ISHARES GOLD TR(Class: ISHARES NEW) | 119.71K | $7.47M | 3.09% | Decreased | 458 (0.0%, $380.01K) |
| DFCF - DIMENSIONAL ETF TRUST(Class: CORE FIXED INCOM) | 161.40K | $6.82M | 2.82% | Increased | 109 (0.0%, $36.84K) |
| MSFT - MICROSOFT CORP(Class: COM) | 12.30K | $6.12M | 2.53% | Decreased | 95 (0.0%, $1.47M) |
| VYM - VANGUARD WHITEHALL FDS(Class: HIGH DIV YLD) | 45.32K | $6.04M | 2.50% | Increased | 1.38K (3.0%, $375.30K) |
| DFAI - DIMENSIONAL ETF TRUST(Class: INTL CORE EQT MK) | 173.84K | $6.01M | 2.48% | Increased | 9.38K (5.0%, $873.52K) |
| VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 69.73K | $5.54M | 2.29% | Decreased | 794 (1.0%, $23.66K) |
| EVSD - MORGAN STANLEY ETF TRUST(Class: EATON VANCE SHOR) | 108.23K | $5.53M | 2.29% | Increased | 41.30K (61.0%, $2.14M) |
| IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 42.59K | $4.69M | 1.94% | Decreased | 1.03K (2.0%, $639.51K) |
| FBND - FIDELITY MERRIMACK STR TR(Class: TOTAL BD ETF) | 97.32K | $4.45M | 1.84% | Increased | 8.23K (9.0%, $385.40K) |
| AAPL - APPLE INC(Class: COM) | 19.82K | $4.07M | 1.68% | Decreased | 269 (1.0%, $395.88K) |
| IWM - ISHARES TR(Class: RUSSELL 2000 ETF) | 18.47K | $3.98M | 1.65% | Increased | 4.57K (32.0%, $1.21M) |
| DFAS - DIMENSIONAL ETF TRUST(Class: US SMALL CAP ETF) | 60.83K | $3.88M | 1.60% | Decreased | 920 (1.0%, $185.88K) |
| IWD - ISHARES TR(Class: RUS 1000 VAL ETF) | 19.74K | $3.83M | 1.59% | Decreased | 774 (3.0%, $25.79K) |
| JEPI - J P MORGAN EXCHANGE TRADED F(Class: EQUITY PREMIUM) | 65.90K | $3.75M | 1.55% | Increased | 8.52K (14.0%, $467.71K) |
| FNDF - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL INTL) | 88.15K | $3.53M | 1.46% | Increased | 6.12K (7.0%, $563.25K) |
| SCHD - SCHWAB STRATEGIC TR(Class: US DIVIDEND EQ) | 124.42K | $3.30M | 1.36% | Increased | 20.90K (20.0%, $402.65K) |
| VO - VANGUARD INDEX FDS(Class: MID CAP ETF) | 11.58K | $3.24M | 1.34% | Increased | 308 (2.0%, $325.34K) |
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 84.30K | $3.02M | 1.25% | Decreased | 5.84K (6.0%, $47.56K) |
| IJH - ISHARES TR(Class: CORE SP MCP ETF) | 46.98K | $2.91M | 1.20% | Decreased | 9.71K (17.0%, $394.24K) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 47.45K | $2.71M | 1.12% | Increased | 2.66K (5.0%, $428.69K) |