WEALTHSPAN PARTNERS, LLC
Q1 2025 13F Holdings
- Locationdavenport, IA
- Num holdings
113
- Value ($000)
$216,524
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001909805
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $29.66M | 14 % | 79,996 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $22.95M | 11 % | 132,833 | ||
DE DEERE & CO | COM | 244199105 | $13.54M | 6 % | 28,845 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.28M | 4 % | 42,693 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $7.13M | 3 % | 140,559 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $7.09M | 3 % | 120,171 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.78M | 3 % | 161,287 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.67M | 3 % | 43,936 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $5.57M | 3 % | 70,525 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $5.14M | 2 % | 164,465 |
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