Wealthgate Family Office as of June 30, 2021
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 15 positions in its portfolio as reported in the June 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) | 54.2 | $28M | 64k | 428.06 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 13.5 | $6.9M | 126k | 54.31 | |
Ishares Tr U.s. Fin Svc Etf (IYG) | 8.0 | $4.1M | 22k | 185.22 | |
Ishares Tr Msci Eafe Etf (EFA) | 5.4 | $2.7M | 35k | 78.89 | |
Wisdomtree Tr Europe Hedged Eq (HEDJ) | 4.4 | $2.3M | 30k | 76.25 | |
Ishares Tr Hdg Msci Eafe (HEFA) | 3.8 | $1.9M | 56k | 34.64 | |
Uber Technologies (UBER) | 3.4 | $1.7M | 35k | 50.11 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 3.4 | $1.7M | 7.7k | 222.89 | |
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 1.3 | $642k | 10k | 63.38 | |
Goldman Sachs (GS) | 0.8 | $397k | 1.0k | 379.54 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $378k | 1.4k | 277.94 | |
Coinbase Global Com Cl A (COIN) | 0.6 | $329k | 1.3k | 253.47 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $161k | 410.00 | 392.68 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $22k | 132.00 | 166.67 | |
Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $14k | 170.00 | 82.35 |