Wealthspan Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $36.96M | 13.4% |
| VANGUARD INDEX FDS | $25.26M | 9.2% |
| DEERE & CO | $13.32M | 4.8% |
| ISHARES GOLD TR | $9.61M | 3.5% |
| VANGUARD SCOTTSDALE FDS | $9.16M | 3.3% |
| DIMENSIONAL ETF TRUST | $8.70M | 3.2% |
| VANGUARD SPECIALIZED FUNDS | $8.09M | 2.9% |
| DIMENSIONAL ETF TRUST | $7.42M | 2.7% |
| DIMENSIONAL ETF TRUST | $6.80M | 2.5% |
| FIDELITY MERRIMACK STR TR | $6.75M | 2.5% |
| VANGUARD WHITEHALL FDS | $6.54M | 2.4% |
| MORGAN STANLEY ETF TRUST | $5.98M | 2.2% |
| MICROSOFT CORP | $5.85M | 2.1% |
| Apple Inc. | $5.26M | 1.9% |
| ISHARES TR | $5.18M | 1.9% |
| VANGUARD INDEX FDS | $5.02M | 1.8% |
| SCHWAB STRATEGIC TR | $4.91M | 1.8% |
| J P MORGAN EXCHANGE TRADED F | $4.41M | 1.6% |
| ISHARES TR | $4.34M | 1.6% |
| DIMENSIONAL ETF TRUST | $4.23M | 1.5% |
| SCHWAB STRATEGIC TR | $4.18M | 1.5% |
| ISHARES TR | $3.95M | 1.4% |
| VANGUARD TAX-MANAGED FDS | $3.79M | 1.4% |
| DIMENSIONAL ETF TRUST | $3.28M | 1.2% |
| iShares MSCI UAE ETF | $3.05M | 1.1% |
| MORGAN STANLEY ETF TRUST | $2.59M | 0.9% |
| ISHARES SILVER TR | $2.46M | 0.9% |
| CATERPILLAR INC | $2.41M | 0.9% |
| VANGUARD INDEX FDS | $2.35M | 0.9% |
| ELI LILLY & Co | $2.27M | 0.8% |
| MCDONALD'S CORP | $2.12M | 0.8% |
| Warren E. Buffett | $1.96M | 0.7% |
| Walmart Inc. | $1.95M | 0.7% |
| VANGUARD INDEX FDS | $1.91M | 0.7% |
| INVESCO QQQ TR | $1.84M | 0.7% |
| NVIDIA Corp | $1.80M | 0.7% |
| SPDR S&P 500 ETF TR | $1.45M | 0.5% |
| MORGAN STANLEY ETF TRUST | $1.45M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.39M | 0.5% |
| CSX CORP | $1.31M | 0.5% |
| ISHARES TR | $1.21M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.18M | 0.4% |
| INVESCO EXCHANGE TRADED FD T | $1.18M | 0.4% |
| GLOBAL X FDS | $1.12M | 0.4% |
| VANGUARD WORLD FD | $1.09M | 0.4% |
| WELLS FARGO & COMPANY/MN | $1.05M | 0.4% |
| SCHWAB STRATEGIC TR | $1.05M | 0.4% |
| MORGAN STANLEY ETF TRUST | $994.1K | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $978.3K | 0.4% |
| DIMENSIONAL ETF TRUST | $971.7K | 0.4% |