Wealthgate Family Office as of Dec. 31, 2020
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 37 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 38.8 | $26M | 69k | 373.88 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.5 | $6.3M | 126k | 50.11 | |
| Uber Technologies (UBER) | 7.5 | $5.0M | 99k | 51.00 | |
| Ishares Tr Msci Eafe Etf (EFA) | 5.8 | $3.9M | 53k | 72.97 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 5.5 | $3.7M | 56k | 66.31 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 4.9 | $3.3M | 22k | 150.03 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 3.8 | $2.6M | 84k | 30.47 | |
| MercadoLibre (MELI) | 2.6 | $1.7M | 1.0k | 1675.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $1.5M | 7.6k | 194.65 | |
| Peloton Interactive Cl A Com (PTON) | 1.6 | $1.1M | 7.2k | 151.73 | |
| New York Times Cl A (NYT) | 1.4 | $952k | 18k | 51.79 | |
| salesforce (CRM) | 1.2 | $830k | 3.7k | 222.58 | |
| Switch Cl A | 1.1 | $757k | 46k | 16.36 | |
| Boeing Company (BA) | 1.0 | $680k | 3.2k | 214.17 | |
| Draftkings Com Cl A | 1.0 | $661k | 14k | 46.60 | |
| Goldman Sachs (GS) | 1.0 | $650k | 2.5k | 263.69 | |
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 1.0 | $644k | 10k | 63.57 | |
| American Express Company (AXP) | 0.9 | $610k | 5.0k | 120.96 | |
| Fox Corp Cl B Com (FOX) | 0.9 | $603k | 21k | 28.87 | |
| Merck & Co (MRK) | 0.8 | $567k | 6.9k | 81.77 | |
| CVS Caremark Corporation (CVS) | 0.7 | $470k | 6.9k | 68.25 | |
| General Dynamics Corporation (GD) | 0.7 | $440k | 3.0k | 148.70 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $419k | 3.3k | 127.16 | |
| Pfizer (PFE) | 0.6 | $409k | 11k | 36.84 | |
| Workday Cl A (WDAY) | 0.6 | $373k | 1.6k | 239.56 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $348k | 1.00 | 348000.00 | |
| Starbucks Corporation (SBUX) | 0.5 | $343k | 3.2k | 106.95 | |
| Limelight Networks | 0.5 | $341k | 85k | 4.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $315k | 1.4k | 231.62 | |
| Nikola Corp | 0.4 | $267k | 18k | 15.27 | |
| Match Group (MTCH) | 0.4 | $260k | 1.7k | 151.34 | |
| Square Cl A (SQ) | 0.4 | $256k | 1.2k | 217.50 | |
| Intuit (INTU) | 0.3 | $228k | 601.00 | 379.37 | |
| Nike CL B (NKE) | 0.3 | $227k | 1.6k | 141.26 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $141k | 410.00 | 343.90 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $17k | 132.00 | 128.79 | |
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $13k | 170.00 | 76.47 |
