Filer Name: WEALTHSPAN PARTNERS, LLC
CIK: 1909805
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 109
Portfolio Value: $0.21B

Wealthspan Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VUG US VANGUARD GROWTH ETF 80,068 $33M 15.70% 1.2% -
VTV US VANGUARD VALUE ETF 130,821 $22M 10.58% 2.3% -
DE US DEERE & CO 28,506 $12M 5.77% -4.3% -
VIG US VANGUARD DIVIDEND APPREC ETF 45,028 $9M 4.21% -3.5% -
DFCF US DIMENSIONAL CORE FIXED INC 163,280 $7M 3.22% 1.3% -
IAU US ISHARES GOLD TRUST 117,748 $6M 2.78% 2.2% -
VYM US VANGUARD HIGH DVD YIELD ETF 41,604 $5M 2.54% 7.4% -
MSFT US MICROSOFT CORP 12,508 $5M 2.52% -5.9% -
VCSH US VANGUARD S/T CORP BOND ETF 66,149 $5M 2.46% 67.3% -
AAPL US APPLE INC 20,499 $5M 2.45% -1.1% -
DFAI US DIMENSIONAL INTERNATIONAL CO 161,871 $5M 2.26% -4.8% -
IVW US ISHARES S&P 500 GROWTH ETF 44,208 $4M 2.14% -1.2% -
IWD US ISHARES RUSSELL 1000 VALUE E 21,051 $4M 1.86% -2.0% -
DFAS US DIMENSIONAL US SMALL CAP ETF 58,899 $4M 1.83% 10.1% -
DUSB US DIMENSION ULTRASHORT FI ETF 72,469 $4M 1.75% 21.9% -
IJH US ISHARES CORE S&P MIDCAP ETF 57,953 $4M 1.72% -0.1% -
FBND US FIDELITY TOTAL BOND ETF 71,549 $3M 1.53% 39.2% -
DFAC US DIMENSIONAL US CORE EQUITY 2 90,261 $3M 1.49% -4.4% -
VO US VANGUARD MID-CAP ETF 11,740 $3M 1.48% -5.7% -
FNDF US SCHWAB FNDMN INTL LRG CO ETF 89,058 $3M 1.41% -14.6% -
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