IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wealthspan Partners, LLC

Q4 2021 Holdings

Filed 2022-02-15 | 68 holdings | $878.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)Stock00287Y109$412.0K3,04546.9%
Conocophillips COM(COP)Stock20825C104$354.0K4,91140.3%
Vanguard Growth Index Fund(VUG)ETF922908736$19.5K60,8482.2%
Vanguard Dividend Appreciation Index Fund(VIG)ETF921908844$10.5K61,4161.2%
Vanguard Value Index Fund(VTV)ETF922908744$9.2K62,4261.0%
Deere & Co COM(DE)Stock244199105$7.0K20,3840.8%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$6.6K78,8880.8%
Ishares S&P Midcap Fund(IJH)ETF464287507$4.8K16,9380.5%
Microsoft Corp COM(MSFT)Stock594918104$4.3K12,7530.5%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$3.6K21,4680.4%
Schwab Fundamental Int'l Large Co Index(FNDF)ETF808524755$3.5K108,0490.4%
Apple Inc COM(AAPL)Stock037833100$3.5K19,7140.4%
Ishares Gold Trust(IAU)ETF464285204$3.2K91,3010.4%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$2.2K23,4140.2%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$1.9K7,5300.2%
Vanguard Small-Cap Index Fund(VB)ETF922908751$1.8K8,0740.2%
Mcdonalds Corp COM(MCD)Stock580135101$1.8K6,6620.2%
Vanguard Short-Term Corporate Bond Index Fund(VCSH)ETF92206C409$1.7K20,6530.2%
Ishares Core S&P U.S. Value ETF(IUSV)ETF464287663$1.2K15,7180.1%
Ishares 0-5 Year Investment Grade Corporate Bond ETF(SLQD)ETF46434V100$1.2K22,8660.1%
Ishares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$1.2K10,0480.1%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$1.1K6,2770.1%
Invesco Ftse Rafi US 1000 ETF(PRF)ETF46137V613$1.0K5,9770.1%
Johnson & Johnson COM(JNJ)Stock478160104$8765,1230.1%
Ishares Silver Trust(SLV)ETF46428Q109$86140,0060.1%
Vanguard Health Care Index Fund(VHT)ETF92204A504$8503,1890.1%
Walmart Inc COM(WMT)Stock931142103$8485,8590.1%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$8177,1310.1%
Amazon COM Inc COM(AMZN)Stock023135106$7272180.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$7032,3510.1%
Prologis Inc. COM(PLD)REIT74340W103$7014,1610.1%
Invesco QQQ Trust(QQQ)ETF46090E103$6991,7580.1%
Vanguard International Dividend Appreciation ETF(VIGI)ETF921946810$6938,1190.1%
HNI Corp COM(HNI)Stock404251100$66115,7080.1%
WP Carey Inc COM(WPC)REIT92936U109$6377,7590.1%
Vanguard Mid-Cap Growth Index Fund(VOT)ETF922908538$6192,4300.1%
Caterpillar Inc COM(CAT)Stock149123101$6052,9270.1%
Pepsico Inc COM(PEP)Stock713448108$6013,4590.1%
Home Depot Inc COM(HD)Stock437076102$5751,3850.1%
Lilly ELI & Co COM(LLY)Stock532457108$5732,0740.1%
Vanguard Small-Cap Growth Index Fund(VBK)ETF922908595$5441,9310.1%
Invesco Water Resources ETF(PHO)ETF46137V142$5348,7690.1%
Vanguard High Dividend Yield ETF(VYM)ETF921946406$5184,6220.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$4904,2200.1%
Global X Copper Miners ETF(COPX)ETF37954Y830$44712,1110.1%
Visa Inc COM CL A(V)Stock92826C839$4311,9890.0%
Abbott Labs COM(ABT)Stock002824100$4142,9440.0%
Spdr DOW Jones Industrial Average ETF(DIA)ETF78467X109$4101,1280.0%
Ishares Core High Dividend ETF(HDV)ETF46429B663$4033,9880.0%
Spdr Gold Shares(GLD)ETF78463V107$3932,3000.0%
Page 1 of 2Next