$113 Million is the total value of WEALTHSPAN PARTNERS, LLC's 68 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 17.3% |
| VANGUARD VALUE INDEX FUND | 8 | Q3 2023 | 12.2% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 9.3% |
| DEERE & CO COM | 8 | Q3 2023 | 8.7% |
| ISHARES TR | 8 | Q3 2023 | 5.8% |
| ISHARES TR | 8 | Q3 2023 | 4.2% |
| MICROSOFT CORP COM | 8 | Q3 2023 | 3.8% |
| ISHARES GOLD TRUST | 8 | Q3 2023 | 3.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.9% |
| ISHARES TR | 8 | Q3 2023 | 3.4% |
View WEALTHSPAN PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-15 |
View WEALTHSPAN PARTNERS, LLC'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.