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Wealthspan Partners, LLC

All holdings · as of Dec 31, 2025

122 positions

CompanyClassValueShares% of portfolio
SPDR GOLD TR—$961.1K2,4250.3%
Amazon.com Inc—$943.6K4,0880.3%
JOHNSON & JOHNSON—$908.8K4,3920.3%
DIMENSIONAL ETF TRUST—$897.8K12,1040.3%
DIMENSIONAL ETF TRUST—$889.3K23,3840.3%
DIMENSIONAL ETF TRUST—$864.9K17,3340.3%
GLOBAL X FDS—$846.3K11,7890.3%
ConocoPhillips—$839.1K8,9640.3%
Alphabet Inc.—$776.1K2,4790.3%
AbbVie Inc.—$770.7K3,3730.3%
EXXON MOBIL CORP—$709.9K5,8990.3%
ISHARES TR—$698.0K1,0190.3%
DIMENSIONAL ETF TRUST—$693.7K21,0600.3%
VANGUARD INTL EQUITY INDEX F—$683.3K12,7110.2%
FIRST TR EXCHANGE TRADED FD—$662.2K4,3280.2%
HNI CORP—$633.1K15,0590.2%
JPMORGAN CHASE & CO—$632.9K1,9640.2%
Howmet Aerospace Inc.—$586.7K2,8610.2%
Tesla Inc—$582.8K1,2960.2%
Axon Enterprise Inc—$577.3K1,0160.2%
ABRDN ETFS—$571.2K18,4500.2%
Targa Resources Corp—$567.9K3,0780.2%
HOME DEPOT, INC.—$561.2K1,6310.2%
ROLLINS INC—$544.4K9,0700.2%
NEXTERA ENERGY INC—$542.5K6,7580.2%
INVESCO EXCHANGE TRADED FD T—$540.3K7,6730.2%
ISHARES TR—$517.8K10,2380.2%
ONEOK Inc—$497.0K6,7620.2%
SoFi Technologies, Inc.—$494.8K18,9010.2%
VANGUARD INDEX FDS—$491.4K1,7600.2%
CURTISS WRIGHT CORP—$441.0K8000.2%
BANK OF AMERICA CORP /DE—$406.0K7,3810.1%
ORACLE CORP—$405.2K2,0790.1%
VANECK ETF TRUST—$401.8K3,2350.1%
VANGUARD WORLD FD—$383.7K5090.1%
Ondas Inc.—$375.8K38,5000.1%
GLOBAL X FDS—$372.0K7,7840.1%
SPDR DOW JONES INDL AVERAGE—$368.6K7670.1%
ABBOTT LABORATORIES—$367.2K2,9310.1%
SOUTHERN CO—$359.0K4,1170.1%
VANGUARD INDEX FDS—$356.5K1,1800.1%
BOSTON SCIENTIFIC CORP—$351.2K3,6830.1%
ISHARES TR—$344.6K3,3610.1%
SLB LIMITED/NV—$341.7K8,9020.1%
TRAVELERS COMPANIES, INC.—$336.8K1,1610.1%
ADVANCED MICRO DEVICES INC—$335.8K1,5680.1%
DIMENSIONAL ETF TRUST—$322.5K9,9030.1%
JANUS DETROIT STR TR—$311.0K3,8130.1%
DIMENSIONAL ETF TRUST—$299.9K13,0960.1%
SCHWAB STRATEGIC TR—$297.0K10,0310.1%
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