Wealthgate Family Office as of March 31, 2021
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 38 positions in its portfolio as reported in the March 2021 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) | 37.5 | $28M | 70k | 396.33 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 8.9 | $6.6M | 126k | 52.05 | |
| Uber Technologies (UBER) | 7.8 | $5.8M | 106k | 54.51 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 5.5 | $4.1M | 56k | 72.76 | |
| Ishares Tr Msci Eafe Etf (EFA) | 5.4 | $4.0M | 53k | 75.87 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 5.1 | $3.8M | 22k | 171.27 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 3.8 | $2.8M | 84k | 32.96 | |
| Switch Cl A | 2.2 | $1.6M | 101k | 16.26 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $1.6M | 7.6k | 206.69 | |
| MercadoLibre (MELI) | 2.1 | $1.5M | 1.0k | 1472.57 | |
| Draftkings Com Cl A | 1.5 | $1.1M | 19k | 61.35 | |
| Roku Com Cl A (ROKU) | 1.4 | $1.0M | 3.1k | 325.73 | |
| Apple (AAPL) | 1.2 | $860k | 7.0k | 122.09 | |
| Boeing Company (BA) | 1.1 | $809k | 3.2k | 254.80 | |
| Peloton Interactive Cl A Com (PTON) | 1.1 | $809k | 7.2k | 112.41 | |
| Goldman Sachs (GS) | 1.1 | $807k | 2.5k | 327.12 | |
| American Express Company (AXP) | 1.0 | $713k | 5.0k | 141.38 | |
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.9 | $647k | 10k | 63.87 | |
| Palantir Technologies Cl A (PLTR) | 0.8 | $593k | 26k | 23.27 | |
| salesforce (CRM) | 0.8 | $556k | 2.6k | 211.97 | |
| Wal-Mart Stores (WMT) | 0.8 | $553k | 4.1k | 135.87 | |
| Merck & Co (MRK) | 0.7 | $535k | 6.9k | 77.16 | |
| Square Cl A (SQ) | 0.7 | $520k | 2.3k | 227.07 | |
| CVS Caremark Corporation (CVS) | 0.7 | $518k | 6.9k | 75.23 | |
| Godaddy Cl A (GDDY) | 0.7 | $514k | 6.6k | 77.64 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $502k | 3.3k | 152.35 | |
| Akamai Technologies (AKAM) | 0.7 | $488k | 4.8k | 101.99 | |
| Workday Cl A (WDAY) | 0.5 | $387k | 1.6k | 248.55 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $386k | 1.00 | 386000.00 | |
| Starbucks Corporation (SBUX) | 0.5 | $351k | 3.2k | 109.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $347k | 1.4k | 255.15 | |
| Equinix (EQIX) | 0.5 | $340k | 500.00 | 680.00 | |
| Intuit (INTU) | 0.4 | $295k | 770.00 | 383.12 | |
| Quantumscape Corp Com Cl A (QS) | 0.3 | $254k | 5.7k | 44.72 | |
| Nike CL B (NKE) | 0.3 | $214k | 1.6k | 133.17 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $149k | 410.00 | 363.41 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $21k | 132.00 | 159.09 | |
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $13k | 170.00 | 76.47 |
