WEALTHSPAN PARTNERS, LLC
124 holdingsFiling period: 2026-03-31Current AUM: $307.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 75.4K | $32.9M | $38.5M | 12.54% | -364 | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 133.1K | $26.1M | $29.3M | 9.53% | +880 | 2026-03-31 |
| 3 | DE | DEERE & CO | 28.4K | $16.0M | $16.9M | 5.49% | -180 | 2026-03-31 |
| 4 | IAU | ISHARES GOLD TR | 118.4K | $10.4M | $9.0M | 2.94% | +43 | 2026-03-31 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 115.3K | $9.1M | $9.1M | 2.95% | +414 | 2026-03-31 |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 159.2K | $8.1M | $8.1M | 2.63% | -12,489 | 2026-03-31 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 36.1K | $7.8M | $8.6M | 2.81% | -673 | 2026-03-31 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 178.2K | $7.5M | $7.4M | 2.41% | +3.7K | 2026-03-31 |
| 9 | VYM | VANGUARD WHITEHALL FDS | 47.5K | $7.0M | $7.7M | 2.51% | +2.0K | 2026-03-31 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 152.6K | $7.0M | $6.8M | 2.22% | +5.9K | 2026-03-31 |
| 11 | DFAI | DIMENSIONAL ETF TRUST | 177.1K | $6.9M | $7.5M | 2.43% | -1,319 | 2026-03-31 |
| 12 | EVSD | MORGAN STANLEY ETF TRUST | 129.4K | $6.6M | $6.6M | 2.13% | +13.3K | 2026-03-31 |
| 13 | SCHD | SCHWAB STRATEGIC TR | 197.5K | $6.1M | $6.6M | 2.15% | +18.5K | 2026-03-31 |
| 14 | VO | VANGUARD INDEX FDS | 17.4K | $5.0M | $5.6M | 1.83% | +78 | 2026-03-31 |
| 15 | IVW | ISHARES TR | 44.0K | $5.0M | $6.0M | 1.94% | +2.0K | 2026-03-31 |
| 16 | AAPL | APPLE INC | 19.4K | $4.9M | $6.0M | 1.95% | +45 | 2026-03-31 |
| 17 | FNDF | SCHWAB STRATEGIC TR | 96.3K | $4.7M | $5.2M | 1.69% | +3.7K | 2026-03-31 |
| 18 | VUSB | VANGUARD BD INDEX FDS | 92.0K | $4.6M | $4.6M | 1.49% | -- | 2026-03-31 |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | 80.7K | $4.6M | $4.6M | 1.51% | +3.7K | 2026-03-31 |
| 20 | IWM | ISHARES TR | 18.2K | $4.5M | $5.3M | 1.72% | +544 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 12.1K | $4.5M | $5.6M | 1.83% | +25 | 2026-03-31 |
| 22 | DFAS | DIMENSIONAL ETF TRUST | 60.4K | $4.3M | $4.9M | 1.59% | -329 | 2026-03-31 |
| 23 | IWD | ISHARES TR | 18.6K | $4.0M | $4.7M | 1.52% | -213 | 2026-03-31 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | 61.9K | $4.0M | $4.4M | 1.42% | +1.3K | 2026-03-31 |
| 25 | STIP | ISHARES TR | 36.6K | $3.8M | $3.7M | 1.21% | +6.9K | 2026-03-31 |
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