Wealthspan Partners, LLC
130 holdingsFiling period: 2026-06-30Current AUM: $321.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Index Fds | 454.6K | $39.2M | $39.8M | 12.38% | +379.2K | 2026-06-30 |
| 2 | VTV | Vanguard Index Fds | 135.1K | $29.4M | $30.6M | 9.51% | +1.9K | 2026-06-30 |
| 3 | DE | Deere & Co | 28.4K | $18.0M | $18.2M | 5.67% | -6 | 2026-06-30 |
| 4 | IAU | iShares Gold TR | 118.2K | $8.9M | $8.9M | 2.77% | -184 | 2026-06-30 |
| 5 | VUSB | Vanguard BD Index Fds | 177.1K | $8.8M | $8.8M | 2.73% | +85.1K | 2026-06-30 |
| 6 | VCSH | Vanguard Scottsdale Fds | 111.5K | $8.8M | $8.7M | 2.69% | -3,772 | 2026-06-30 |
| 7 | DUSB | Dimensional ETF Trust | 171.4K | $8.7M | $8.7M | 2.70% | +12.3K | 2026-06-30 |
| 8 | VIG | Vanguard Specialized Funds | 34.5K | $8.2M | $8.4M | 2.62% | -1,650 | 2026-06-30 |
| 9 | VYM | Vanguard Whitehall Fds | 48.8K | $7.7M | $7.9M | 2.46% | +1.2K | 2026-06-30 |
| 10 | FBND | Fidelity Merrimack Str TR | 159.6K | $7.3M | $7.0M | 2.19% | +7.0K | 2026-06-30 |
| 11 | DFAI | Dimensional ETF Trust | 175.8K | $7.2M | $7.3M | 2.26% | -1,343 | 2026-06-30 |
| 12 | EVSD | Morgan Stanley ETF Trust | 130.8K | $6.6M | $6.6M | 2.04% | +1.3K | 2026-06-30 |
| 13 | SCHD | Schwab Strategic TR | 201.8K | $6.4M | $7.1M | 2.22% | +4.2K | 2026-06-30 |
| 14 | DFCF | Dimensional ETF Trust | 144.1K | $6.1M | $5.9M | 1.82% | -34,025 | 2026-06-30 |
| 15 | VO | Vanguard Index Fds | 74.2K | $6.0M | $6.0M | 1.87% | +56.8K | 2026-06-30 |
| 16 | IVW | iShares TR | 43.4K | $6.0M | $6.0M | 1.86% | -666 | 2026-06-30 |
| 17 | FNDF | Schwab Strategic TR | 108.8K | $5.7M | $5.9M | 1.82% | +12.6K | 2026-06-30 |
| 18 | AAPL | Apple Inc | 19.3K | $5.6M | $6.6M | 2.07% | -95 | 2026-06-30 |
| 19 | IWM | iShares TR | 18.3K | $5.5M | $5.1M | 1.58% | +152 | 2026-06-30 |
| 20 | DFAS | Dimensional ETF Trust | 65.5K | $5.4M | $5.2M | 1.61% | +5.1K | 2026-06-30 |
| 21 | STIP | iShares TR | 49.4K | $5.0M | $5.0M | 1.55% | +12.8K | 2026-06-30 |
| 22 | JEPI | J P Morgan Exchange Traded F | 85.5K | $4.8M | $4.9M | 1.52% | +4.8K | 2026-06-30 |
| 23 | VEA | Vanguard Tax-Managed Fds | 63.5K | $4.5M | $4.4M | 1.37% | +1.6K | 2026-06-30 |
| 24 | MSFT | Microsoft Corp | 12.0K | $4.5M | $6.4M | 1.99% | -139 | 2026-06-30 |
| 25 | CAT | Caterpillar Inc | 4.2K | $4.5M | $2.9M | 0.90% | -22 | 2026-06-30 |
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