$242 Million is the total value of Wealthstream Advisors, Inc.'s 148 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -10,061 | -100.0% | -0.02% | – |
PFE | Exit | PFIZER INC | $0 | – | -6,602 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 31.5% |
ISHARES TR | 11 | Q2 2024 | 13.6% |
ISHARES TR | 11 | Q2 2024 | 7.5% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 3.7% |
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 3.5% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 2.6% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 2.5% |
ISHARES TR | 11 | Q2 2024 | 2.5% |
VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 2.2% |
ISHARES INC | 11 | Q2 2024 | 2.2% |
View Wealthstream Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-31 |
13F-HR | 2024-07-29 |
13F-HR | 2024-05-08 |
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 |
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.