Wealthspan Partners, LLC Reduced Holdings in Q1 2025

Wealthspan Partners, LLC

  • $205 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-72
- 0.09%
$369.1 - $427.61 $26.6K - $30.8K
80K $29.7M
AAPL
Apple Inc.

Technology
-406
- 1.98%
$209.68 - $247.1 $85.1K - $100K
20.1K $4.46M
MSFT
Microsoft Corp

Technology
-111
- 0.89%
$375.39 - $447.2 $41.7K - $49.6K
12.4K $4.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
-586
- 1.33%
$92.45 - $106.69 $54.2K - $62.5K
43.6K $4.05M
VIG
Vanguard Dividend Appreciation

ETFs
-2.34K
- 5.19%
N/A
42.7K $7.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.27K
- 2.18%
$57.21 - $65.8 $72.4K - $83.2K
56.7K $3.31M
COPX
Global X Copper Miners ETF

ETFs
-6.69K
- 33.12%
$37.72 - $43.32 $252K - $290K
13.5K $527K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-5.06K
- 54.52%
$47.35 - $48.24 $240K - $244K
4.22K $200K
TSLA
Tesla, Inc.

Consumer Cyclical
-63
- 4.46%
$222.15 - $428.22 $14K - $27K
1.35K $349K
VB
Vanguard Small Cap ETF

ETFs
-143
- 1.46%
$217.89 - $252.64 $31.2K - $36.1K
9.65K $2.14M
PEP
Pepsico Inc

Consumer Defensive
-1.18K
- 36.23%
$142.64 - $156.42 $169K - $185K
2.08K $312K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-1.87K
- 25.59%
$68.32 - $78.49 $128K - $147K
5.44K $380K
VBR
Vanguard Small Cap Value ETF

ETFs
-220
- 2.29%
$183.02 - $207.75 $40.3K - $45.7K
9.41K $1.75M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-117
- 0.13%
$32.42 - $36.13 $3.79K - $4.23K
90.1K $2.97M
CAT
Caterpillar Inc

Industrials
-10
- 0.24%
$326.75 - $407.63 $3.27K - $4.08K
4.23K $1.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.06%
$468.34 - $539.52 $937 - $1.08K
3.28K $1.54M
HNI
Hni Corp

Industrials
-708
- 4.49%
$43.17 - $51.26 $30.6K - $36.3K
15.1K $667K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-833
- 24.24%
$113.13 - $127.79 $94.2K - $106K
2.6K $294K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.62K
- 14.81%
$24.91 - $29.02 $65.1K - $75.9K
15K $376K
DFAT
Dimensional ETF Tr U S Target

ETFs
-86
- 0.4%
$50.44 - $58.1 $4.34K - $5K
21.2K $1.09M
GOOGL
Alphabet Inc.

Communication Services
-9
- 0.36%
$154.33 - $206.19 $1.39K - $1.86K
2.5K $386K
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 1.07%
$551.42 - $612.93 $11.6K - $12.9K
1.95K $1.09M
PAVE
Global X Fds Us Infrastructure

ETFs
-677
- 8.0%
$37.31 - $43.82 $25.3K - $29.7K
7.78K $293K
IVV
Ishares Core S&P 500 ETF

ETFs
-33
- 3.06%
$554.06 - $615.85 $18.3K - $20.3K
1.05K $587K
VBK
Vanguard Small Cap Growth ETF

ETFs
-23
- 1.83%
$247.97 - $296.33 $5.7K - $6.82K
1.24K $311K
IWD
Ishares Russell 1000 Val ETF

ETFs
-533
- 2.53%
$182.82 - $196.21 $97.4K - $105K
20.5K $3.86M
VOT
Vanguard Mid Cap Growth Index

ETFs
-59
- 3.1%
$237.72 - $276.98 $14K - $16.3K
1.85K $451K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-303
- 3.12%
$63.77 - $68.75 $19.3K - $20.8K
9.41K $607K
IEF
Ishares Barclays

ETFs
-571
- 6.49%
$91.17 - $95.39 $52.1K - $54.5K
8.23K $784K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.29K
- 7.68%
$25.77 - $27.6 $33.2K - $35.6K
15.5K $411K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-43
- 3.71%
$408.78 - $448.82 $17.6K - $19.3K
1.12K $468K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-230
- 5.15%
$90.0 - $96.32 $20.7K - $22.2K
4.23K $390K
COP
Conocophillips

Energy
-791
- 7.55%
$88.6 - $105.85 $70.1K - $83.7K
9.69K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
-2
- 0.15%
$271.18 - $303.12 $542 - $606
1.33K $364K
NEE
Nextera Energy Inc

Utilities
-212
- 3.01%
$66.96 - $76.16 $14.2K - $16.1K
6.83K $484K
WFC
Wells Fargo & Company

Financial Services
-504
- 4.03%
$66.78 - $81.42 $33.7K - $41K
12K $862K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.41K
- 9.32%
$23.92 - $26.89 $33.8K - $37.9K
13.7K $354K
Dimensional ETF Trust
-11.6K
- 48.06%
N/A
12.5K $0
KMI
Kinder Morgan, Inc.

Energy
-196
- 2.47%
$26.1 - $31.22 $5.12K - $6.12K
7.73K $220K
FNDF
Schwab Fundamental Intl Large

ETFs
-7.03K
- 7.89%
$32.9 - $37.45 $231K - $263K
82K $2.96M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-54
- 1.37%
$58.01 - $64.46 $3.13K - $3.48K
3.9K $241K
JPM
Jpmorgan Chase & CO

Financial Services
-3
- 0.16%
$225.19 - $279.95 $676 - $840
1.87K $458K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-25
- 0.45%
$100.59 - $103.47 $2.51K - $2.59K
5.56K $575K
V
Visa Inc.

Financial Services
-25
- 2.81%
$306.92 - $362.71 $7.67K - $9.07K
865 $303K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-917
- 2.91%
$25.1 - $27.85 $23K - $25.5K
30.6K $824K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.99K
- 1.22%
$40.79 - $42.32 $81.3K - $84.3K
161K $6.78M
ABT
Abbott Laboratories

Healthcare
-200
- 6.39%
$111.1 - $140.22 $22.2K - $28K
2.93K $388K
ABBV
Abb Vie Inc.

Healthcare
-258
- 6.7%
$169.2 - $216.66 $43.7K - $55.9K
3.59K $753K
JNJ
Johnson & Johnson

Healthcare
-112
- 2.3%
$142.06 - $167.7 $15.9K - $18.8K
4.77K $790K
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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