| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EXG | Exit | EATON VANCE TAX-MANAGED GLOB | $0 | – | -23,090 | -100.0% | -0.13% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -3,512 | -100.0% | -0.15% | – |
| XYLD | Exit | GLOBAL X FDSs&p 500 covered | $0 | – | -5,250 | -100.0% | -0.15% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -418 | -100.0% | -0.16% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -7,770 | -100.0% | -0.16% | – |
| ERTH | Exit | INVESCO EXCHANGE TRADED FD Tinvesco msci | $0 | – | -5,064 | -100.0% | -0.17% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,676 | -100.0% | -0.19% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -3,138 | -100.0% | -0.19% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -850 | -100.0% | -0.19% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,768 | -100.0% | -0.20% | – |
| Exit | CRANE COMPANY | $0 | – | -3,036 | -100.0% | -0.20% | – | |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -2,656 | -100.0% | -0.20% | – |
| INTC | Exit | INTEL CORP | $0 | – | -7,670 | -100.0% | -0.20% | – |
| DE | Exit | DEERE & CO | $0 | – | -800 | -100.0% | -0.23% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,800 | -100.0% | -0.23% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -1,252 | -100.0% | -0.25% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -8,455 | -100.0% | -0.26% | – |
| BA | Exit | BOEING CO | $0 | – | -1,842 | -100.0% | -0.26% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -5,106 | -100.0% | -0.27% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -2,940 | -100.0% | -0.27% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -3,284 | -100.0% | -0.27% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -4,620 | -100.0% | -0.27% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,456 | -100.0% | -0.27% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -7,898 | -100.0% | -0.28% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,494 | -100.0% | -0.30% | – |
| NUMG | Exit | NUSHARES ETF TRnuveen esg midcp | $0 | – | -11,792 | -100.0% | -0.32% | – |
| V | Exit | VISA INC | $0 | – | -1,886 | -100.0% | -0.32% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,818 | -100.0% | -0.34% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -8,380 | -100.0% | -0.36% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -9,344 | -100.0% | -0.37% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -5,368 | -100.0% | -0.38% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -1,864 | -100.0% | -0.38% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -5,446 | -100.0% | -0.39% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -7,182 | -100.0% | -0.39% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -6,772 | -100.0% | -0.41% | – |
| CHD | Exit | CHURCH & DWIGHT CO INC | $0 | – | -6,506 | -100.0% | -0.44% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -6,686 | -100.0% | -0.46% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -4,782 | -100.0% | -0.47% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -2,136 | -100.0% | -0.48% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,619 | -100.0% | -0.49% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -4,380 | -100.0% | -0.56% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -7,914 | -100.0% | -0.58% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -5,686 | -100.0% | -0.60% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -8,614 | -100.0% | -0.60% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -15,506 | -100.0% | -0.62% | – |
| SRE | Exit | SEMPRA | $0 | – | -12,322 | -100.0% | -0.63% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -33,396 | -100.0% | -0.65% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -19,512 | -100.0% | -0.71% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -9,308 | -100.0% | -0.72% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -6,740 | -100.0% | -0.73% | – |
| VCEB | Exit | VANGUARD WORLD FDesg us corp bd | $0 | – | -20,198 | -100.0% | -0.90% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -9,354 | -100.0% | -0.92% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,822 | -100.0% | -0.92% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -12,254 | -100.0% | -0.95% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -3,852 | -100.0% | -1.31% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -15,888 | -100.0% | -1.51% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -7,318 | -100.0% | -1.73% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -4,262 | -100.0% | -1.80% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -14,506 | -100.0% | -1.83% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -118,364 | -100.0% | -1.99% | – | |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -12,412 | -100.0% | -3.25% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -137,963 | -100.0% | -4.04% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -13,412 | -100.0% | -4.28% | – |
| AAPL | Exit | APPLE INC | $0 | – | -37,398 | -100.0% | -4.78% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -156,596 | -100.0% | -5.60% | – |
| PHO | Exit | INVESCO EXCHANGE TRADED FD Twater res etf | $0 | – | -182,532 | -100.0% | -7.25% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -23,917 | -100.0% | -7.68% | – |
| IYK | Exit | ISHARES TRus consm staples | $0 | – | -60,785 | -100.0% | -8.47% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -498,051 | -100.0% | -9.75% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -187,751 | -100.0% | -13.19% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q3 2023 | 14.6% |
| DIMENSIONAL ETF TRUST | 5 | Q3 2023 | 9.8% |
| ISHARES TR | 5 | Q3 2023 | 8.1% |
| INVESCO EXCHANGE TRADED FD T | 5 | Q3 2023 | 7.5% |
| APPLE INC | 5 | Q3 2023 | 5.2% |
| SPDR S&P 500 ETF TR | 5 | Q3 2023 | 4.6% |
| VANGUARD INTL EQUITY INDEX F | 5 | Q3 2023 | 4.0% |
| BERKSHIRE HATHAWAY INC DEL | 5 | Q3 2023 | 3.2% |
| DIMENSIONAL ETF TRUST | 5 | Q3 2023 | 2.1% |
| ISHARES TR | 5 | Q3 2023 | 3.1% |
View WealthSpring Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-12 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2023-02-08 |
View WealthSpring 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.