WP
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WEALTHSPAN PARTNERS, LLC13F | |
| WEALTHSPAN PARTNERS, LLC | |
| Last update 2025-04-21 | 113 Stocks (7 new) |
| Value $217.00 Mil | Turnover 6 % |
WEALTHSPAN PARTNERS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 79,996 | 29,664.2 | -0.09% | 13.700 | -0.01% | 0.020 | +24.66% | +9.62% | 164,813.3 | ||
VTV | Vanguard Value ETF | 132,833 | 22,945.6 | +1.54% | 10.600 | +0.16% | 0.020 | +11.08% | +7.80% | 135,438.8 | ||
DE | Deere & Co | 28,845 | 13,538.3 | +1.19% | 6.250 | +0.07% | 0.010 | +12.66% | +21.79% | 138,828.7 | Farm & Heavy Construction Machinery | |
VIG | Vanguard Dividend Appreciation FTF | 42,693 | 8,282.1 | -5.19% | 3.830 | -0.22% | 0.010 | +12.35% | +7.12% | 90,113.3 | ||
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 140,559 | 7,130.5 | +93.96% | 3.290 | +1.59% | 0.620 | +1.22% | +2.53% | 1,376.3 | ||
IAU | iShares Gold Trust | 120,171 | 7,085.3 | +2.06% | 3.270 | +0.07% | 0.020 | +2.91% | +29.13% | 48,725.7 | ||
DFCF | Dimensional Core Fixed Income ETF | 161,287 | 6,783.7 | -1.22% | 3.130 | -0.04% | 0.100 | +2.64% | +4.06% | 7,132.4 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 43,936 | 5,666.0 | +5.61% | 2.620 | +0.14% | 0.010 | +12.62% | +8.27% | 59,625.1 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 70,525 | 5,567.3 | +6.62% | 2.570 | +0.16% | 0.020 | +2.17% | +3.87% | 34,962.8 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 164,465 | 5,136.3 | +1.60% | 2.370 | +0.04% | 0.060 | +13.40% | +23.17% | 10,886.8 |
WEALTHSPAN PARTNERS, LLC's Historical Top Holdings Breakdowns
WEALTHSPAN PARTNERS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 2025-03-31 | Add Add | +1.59% | 50.58 ($50.73) 50.87 | $50.69 | -0.07% | Add 93.96% | 140,559 | 68,090 | |
EVSD |
Eaton Vance Short Duration Income ETF
Eaton Vance Short Duration Income ETF
| 2025-03-31 | New Buy New Buy | +1.57% | 50.36 ($50.72) 50.99 | $51.23 | 1.00% | New holding | 66,926 | 66,926 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.37% | 44.41 ($45.29) 45.98 | $45.57 | 0.62% | Add 24.52% | 89,093 | 17,544 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.32% | 56.17 ($58.26) 59.71 | $57.24 | -1.75% | Add 27.4% | 57,382 | 12,341 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +0.31% | 198.1 ($216.92) 229.79 | $225.51 | 3.96% | Add 31.49% | 13,893 | 3,327 | |
DFGX |
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -0.29% | 51.57 ($52.31) 52.96 | $53.23 | 1.76% | Reduce -48.06% | 12,547 | -11,610 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.24% | 27.01 ($27.88) 28.54 | $27.40 | -1.74% | Add 21.35% | 103,518 | 18,210 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -0.22% | 190.34 ($198.85) 205.23 | $207.88 | 4.54% | Reduce -5.19% | 42,693 | -2,335 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.16% | 77.7 ($78.41) 78.94 | $79.30 | 1.13% | Add 6.62% | 70,525 | 4,376 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.16% | 167.73 ($174.39) 179.21 | $180.37 | 3.43% | Add 1.54% | 132,833 | 2,012 |
WEALTHSPAN PARTNERS, LLC Total Holding History ($B)
WEALTHSPAN PARTNERS, LLC's Asset Allocation
WEALTHSPAN PARTNERS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WEALTHSPAN PARTNERS, LLC's Hypothetical Growth since 2025-03-31
WEALTHSPAN PARTNERS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WEALTHSPAN PARTNERS, LLC's Holdings Heat Map
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WEALTHSPAN PARTNERS, LLC's Holdings Bubble Chart
WEALTHSPAN PARTNERS, LLC News
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