Wealthspan Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Targa Resources Corp | $567.9K | 0.2% |
| ABRDN ETFS | $571.2K | 0.2% |
| Axon Enterprise Inc | $577.3K | 0.2% |
| Tesla Inc | $582.8K | 0.2% |
| Howmet Aerospace Inc. | $586.7K | 0.2% |
| JPMORGAN CHASE & CO | $632.9K | 0.2% |
| HNI CORP | $633.1K | 0.2% |
| FIRST TR EXCHANGE TRADED FD | $662.2K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $683.3K | 0.2% |
| DIMENSIONAL ETF TRUST | $693.7K | 0.3% |
| ISHARES TR | $698.0K | 0.3% |
| EXXON MOBIL CORP | $709.9K | 0.3% |
| AbbVie Inc. | $770.7K | 0.3% |
| Alphabet Inc. | $776.1K | 0.3% |
| ConocoPhillips | $839.1K | 0.3% |
| GLOBAL X FDS | $846.3K | 0.3% |
| DIMENSIONAL ETF TRUST | $864.9K | 0.3% |
| DIMENSIONAL ETF TRUST | $889.3K | 0.3% |
| DIMENSIONAL ETF TRUST | $897.8K | 0.3% |
| JOHNSON & JOHNSON | $908.8K | 0.3% |
| Amazon.com Inc | $943.6K | 0.3% |
| SPDR GOLD TR | $961.1K | 0.3% |
| DIMENSIONAL ETF TRUST | $971.7K | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $978.3K | 0.4% |
| MORGAN STANLEY ETF TRUST | $994.1K | 0.4% |
| SCHWAB STRATEGIC TR | $1.05M | 0.4% |
| WELLS FARGO & COMPANY/MN | $1.05M | 0.4% |
| VANGUARD WORLD FD | $1.09M | 0.4% |
| GLOBAL X FDS | $1.12M | 0.4% |
| INVESCO EXCHANGE TRADED FD T | $1.18M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.18M | 0.4% |
| ISHARES TR | $1.21M | 0.4% |
| CSX CORP | $1.31M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.39M | 0.5% |
| MORGAN STANLEY ETF TRUST | $1.45M | 0.5% |
| SPDR S&P 500 ETF TR | $1.45M | 0.5% |
| NVIDIA Corp | $1.80M | 0.7% |
| INVESCO QQQ TR | $1.84M | 0.7% |
| VANGUARD INDEX FDS | $1.91M | 0.7% |
| Walmart Inc. | $1.95M | 0.7% |
| Warren E. Buffett | $1.96M | 0.7% |
| MCDONALD'S CORP | $2.12M | 0.8% |
| ELI LILLY & Co | $2.27M | 0.8% |
| VANGUARD INDEX FDS | $2.35M | 0.9% |
| CATERPILLAR INC | $2.41M | 0.9% |
| ISHARES SILVER TR | $2.46M | 0.9% |
| MORGAN STANLEY ETF TRUST | $2.59M | 0.9% |
| iShares MSCI UAE ETF | $3.05M | 1.1% |
| DIMENSIONAL ETF TRUST | $3.28M | 1.2% |
| VANGUARD TAX-MANAGED FDS | $3.79M | 1.4% |