| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 31.5% |
| ISHARES TR | 8 | Q3 2023 | 13.6% |
| ISHARES TR | 8 | Q3 2023 | 7.5% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 3.7% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.6% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.5% |
| ISHARES TR | 8 | Q3 2023 | 2.5% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 2.2% |
| ISHARES INC | 8 | Q3 2023 | 2.2% |
View Wealthstream Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View Wealthstream Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.