Instuitional Investor - Wealthspan Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Wealthspan Partners, Llc |
| Portfolio Value | $209,348,432 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 80,068 | $32,862,935 | 15.69% | |
| 2. | Vanguard Index Fds | 130,821 | $22,147,958 | 10.57% | |
| 3. | DE | 28,506 | $12,077,961 | 5.76% | |
| 4. | Vanguard Specialized Funds | 45,028 | $8,817,745 | 4.21% | |
| 5. | Dimensional Etf Trust | 163,280 | $6,738,581 | 3.21% |
