Wealthstream Advisors, Inc. holdings history

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127 is the total number of securities Wealthstream Advisors, Inc. has owned. The longest Wealthstream Advisors, Inc. has owned a single stock is 8 quarters.

Wealthstream Advisors, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DFUS DIMENSIONAL ETF TRUST8816.15%23.84%31.46%Q4 2021Q3 20238
IWV ISHARES TR886.99%10.12%13.65%Q4 2021Q3 20238
IEFA ISHARES TR883.91%5.71%7.51%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST882.11%2.99%3.73%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR881.96%2.77%3.50%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS882.02%2.31%2.60%Q4 2021Q3 20238
DFAS DIMENSIONAL ETF TRUST881.23%1.91%2.51%Q4 2021Q3 20238
IWF ISHARES TR881.26%1.75%2.46%Q4 2021Q3 20238
VT VANGUARD INTL EQUITY I...881.25%1.73%2.23%Q4 2021Q3 20238
IEMG ISHARES INC881.06%1.65%2.25%Q4 2021Q3 20238
AAPL APPLE INC880.90%1.46%1.94%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.88%1.25%1.57%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.81%1.21%1.52%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST880.55%1.02%1.64%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.70%0.92%1.23%Q4 2021Q3 20238
IJH ISHARES TR880.60%0.89%1.15%Q4 2021Q3 20238
TLTD FLEXSHARES TR880.36%0.74%1.41%Q4 2021Q3 20238
TILT FLEXSHARES TR880.24%0.70%1.20%Q4 2021Q3 20238
IWB ISHARES TR880.46%0.69%0.92%Q4 2021Q3 20238
ICF ISHARES TR880.38%0.67%0.92%Q4 2021Q3 20238
MGK VANGUARD WORLD FD880.40%0.57%0.79%Q4 2021Q3 20238
SPYV SPDR SER TR880.39%0.56%0.71%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS880.39%0.55%0.71%Q4 2021Q3 20238
EWC ISHARES INC880.34%0.51%0.66%Q4 2021Q3 20238
GOOGL ALPHABET INC880.30%0.50%0.64%Q4 2021Q3 20238
VV VANGUARD INDEX FDS880.35%0.48%0.58%Q4 2021Q3 20238
QQQ INVESCO QQQ TR880.27%0.45%0.68%Q4 2021Q3 20238
AMZN AMAZON COM INC880.14%0.44%0.66%Q4 2021Q3 20238
EAGG ISHARES TR880.30%0.44%0.61%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...880.38%0.43%0.52%Q4 2021Q3 20238
VXF VANGUARD INDEX FDS880.27%0.42%0.60%Q4 2021Q3 20238
IWN ISHARES TR880.26%0.40%0.52%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.25%0.38%0.49%Q4 2021Q3 20238
HD HOME DEPOT INC880.28%0.37%0.50%Q4 2021Q3 20238
TSLA TESLA INC880.14%0.36%0.58%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...880.21%0.36%0.50%Q4 2021Q3 20238
BND VANGUARD BD INDEX FDS880.14%0.35%0.68%Q4 2021Q3 20238
IJK ISHARES TR880.23%0.34%0.45%Q4 2021Q3 20238
BSV VANGUARD BD INDEX FDS880.21%0.32%0.54%Q4 2021Q3 20238
GOOG ALPHABET INC880.16%0.31%0.44%Q4 2021Q3 20238
IVV ISHARES TR880.21%0.30%0.41%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.26%0.30%0.37%Q4 2021Q3 20238
VOT VANGUARD INDEX FDS880.18%0.28%0.40%Q4 2021Q3 20238
SSO PROSHARES TR880.18%0.26%0.39%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS880.14%0.24%0.33%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.16%0.24%0.36%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.15%0.22%0.31%Q4 2021Q3 20238
BNDX VANGUARD CHARLOTTE FDS880.14%0.22%0.33%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...880.14%0.20%0.27%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS880.13%0.19%0.25%Q4 2021Q3 20238
DOCGO INC880.03%0.07%0.12%Q4 2021Q3 20238
DFAC DIMENSIONAL ETF TRUST610.21%6.42%11.63%Q4 2021Q3 20237
UNH UNITEDHEALTH GROUP INC770.16%0.26%0.47%Q1 2022Q3 20237
XOM EXXON MOBIL CORP770.18%0.22%0.26%Q1 2022Q3 20237
EFA ISHARES TR430.14%0.18%0.22%Q4 2021Q3 20237
GINKGO BIOWORKS HOLDIN...770.08%0.18%0.33%Q1 2022Q3 20237
EEM ISHARES TR430.10%0.16%0.22%Q4 2021Q3 20237
DIMENSIONAL ETF TRUST663.13%4.32%5.82%Q2 2022Q3 20236
LLY LILLY ELI & CO660.16%0.21%0.26%Q2 2022Q3 20236
VO VANGUARD INDEX FDS420.12%0.20%0.30%Q4 2021Q3 20236
PFE PFIZER INC310.11%0.19%0.26%Q4 2021Q3 20236
MFG MIZUHO FINANCIAL GROUP...510.02%0.03%0.05%Q1 2022Q3 20236
TLTE FLEXSHARES TR410.24%0.43%0.57%Q2 2022Q3 20235
DIMENSIONAL ETF TRUST550.15%0.42%0.73%Q3 2022Q3 20235
NVDA NVIDIA CORPORATION320.24%0.34%0.42%Q4 2021Q3 20235
BRKB BERKSHIRE HATHAWAY INC...410.24%0.34%0.42%Q1 2022Q3 20235
ACN ACCENTURE PLC IRELAND320.13%0.18%0.22%Q4 2021Q3 20235
MAR MARRIOTT INTL INC NEW320.13%0.17%0.21%Q4 2021Q3 20235
ABBV ABBVIE INC210.13%0.16%0.23%Q4 2021Q3 20235
SAN BANCO SANTANDER S.A.550.05%0.06%0.06%Q3 2022Q3 20235
LYG LLOYDS BANKING GROUP PLC550.03%0.03%0.04%Q3 2022Q3 20235
DIMENSIONAL ETF TRUST449.43%9.79%10.20%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST447.49%7.90%8.30%Q4 2022Q3 20234
VTHR VANGUARD SCOTTSDALE FDS442.59%2.84%3.01%Q4 2022Q3 20234
AMERICAN CENTY ETF TR440.45%0.58%0.65%Q4 2022Q3 20234
AMERICAN CENTY ETF TR440.18%0.37%0.46%Q4 2022Q3 20234
AMERICAN CENTY ETF TR440.22%0.28%0.32%Q4 2022Q3 20234
SDY SPDR SER TR440.14%0.16%0.19%Q4 2022Q3 20234
BNDW VANGUARD SCOTTSDALE FDS330.63%0.68%0.71%Q1 2022Q3 20223
FB META PLATFORMS INC210.20%0.31%0.41%Q4 2021Q3 20233
IXUS ISHARES TR330.27%0.28%0.28%Q4 2021Q2 20223
VNQI VANGUARD INTL EQUITY I...330.20%0.21%0.21%Q4 2021Q2 20223
EMB ISHARES TR330.13%0.16%0.20%Q1 2023Q3 20233
NKE NIKE INC210.13%0.15%0.17%Q4 2021Q3 20233
IVW ISHARES TR220.44%0.47%0.49%Q2 2023Q3 20232
DFAI DIMENSIONAL ETF TRUST220.26%0.45%0.65%Q2 2022Q3 20222
DFAU DIMENSIONAL ETF TRUST220.25%0.31%0.37%Q2 2022Q3 20222
BAC BK OF AMERICA CORP220.19%0.19%0.20%Q4 2021Q1 20222
SCHF SCHWAB STRATEGIC TR220.18%0.19%0.19%Q4 2021Q1 20222
MCD MCDONALDS CORP220.17%0.18%0.20%Q2 2023Q3 20232
AVGO BROADCOM INC220.16%0.16%0.16%Q2 2023Q3 20232
IUSV ISHARES TR220.15%0.16%0.16%Q2 2023Q3 20232
KO COCA COLA CO220.14%0.15%0.16%Q2 2023Q3 20232
SCHB SCHWAB STRATEGIC TR220.14%0.14%0.15%Q2 2023Q3 20232
CVX CHEVRON CORP NEW220.13%0.14%0.15%Q2 2023Q3 20232
MRK MERCK & CO INC220.13%0.14%0.15%Q2 2023Q3 20232
TSM TAIWAN SEMICONDUCTOR M...220.12%0.13%0.13%Q2 2023Q3 20232
CNI CANADIAN NATL RY CO220.12%0.12%0.12%Q2 2023Q3 20232
CGW INVESCO EXCH TRADED FD...220.11%0.12%0.13%Q1 2023Q2 20232
CSCO CISCO SYS INC110.11%0.12%0.13%Q1 2023Q3 20232
AWH ASPIRA WOMENS HEALTH INC220.10%0.11%0.12%Q2 2022Q3 20222
WIT WIPRO LTD220.04%0.04%0.05%Q2 2023Q3 20232
NMR NOMURA HLDGS INC220.02%0.02%0.03%Q2 2023Q3 20232
VTIP VANGUARD MALVERN FDS110.94%0.94%0.94%Q4 2022Q4 20221
VCSH VANGUARD SCOTTSDALE FDS110.75%0.75%0.75%Q4 2022Q4 20221
DFAE DIMENSIONAL ETF TRUST110.30%0.30%0.30%Q3 2022Q3 20221
AMERICAN CENTY ETF TR110.30%0.30%0.30%Q3 2023Q3 20231
COP CONOCOPHILLIPS110.24%0.24%0.24%Q3 2023Q3 20231
GENERAL ELECTRIC CO110.22%0.22%0.22%Q3 2023Q3 20231
SHELL PLC110.20%0.20%0.20%Q3 2023Q3 20231
SUB ISHARES TR110.19%0.19%0.19%Q2 2023Q2 20231
NFLX NETFLIX INC110.19%0.19%0.19%Q3 2023Q3 20231
ORCL ORACLE CORP110.19%0.19%0.19%Q4 2021Q4 20211
WMT WALMART INC110.18%0.18%0.18%Q1 2022Q1 20221
CMCSA COMCAST CORP NEW110.17%0.17%0.17%Q3 2023Q3 20231
GS GOLDMAN SACHS GROUP INC110.16%0.16%0.16%Q3 2023Q3 20231
MUB ISHARES TR110.14%0.14%0.14%Q2 2023Q2 20231
WFC WELLS FARGO CO NEW110.14%0.14%0.14%Q3 2023Q3 20231
NVO NOVO-NORDISK A S110.13%0.13%0.13%Q3 2023Q3 20231
ASML ASML HOLDING N V110.12%0.12%0.12%Q2 2023Q2 20231
V VISA INC110.11%0.11%0.11%Q3 2023Q3 20231
AVEM AMERICAN CENTY ETF TR110.11%0.11%0.11%Q3 2023Q3 20231
AON AON PLC110.11%0.11%0.11%Q3 2023Q3 20231
AVDE AMERICAN CENTY ETF TR110.11%0.11%0.11%Q3 2023Q3 20231
ASX ASE TECHNOLOGY HLDG CO...110.04%0.04%0.04%Q3 2023Q3 20231
ADMA ADMA BIOLOGICS INC110.04%0.04%0.04%Q2 2022Q2 20221
NOK NOKIA CORP110.02%0.02%0.02%Q3 2023Q3 20231
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Wealthstream Advisors, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Wealthstream Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wealthstream Advisors, Inc. owns currently or has owned in the past.