Instuitional Investor - Wealthspan Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Wealthspan Partners, Llc |
| Portfolio Value | $216,524,052 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 79,996 | $29,664,203 | 13.7% | |
| 2. | Vanguard Index Fds - VALUE ETF | 132,833 | $22,945,622 | 10.6% | |
| 3. | DE | 28,845 | $13,538,300 | 6.25% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 42,693 | $8,282,074 | 3.83% | |
| 5. | Dimensional Etf Trust | 140,559 | $7,130,540 | 3.29% |
