Wealthgate Family Office

Wealthgate Family Office as of Sept. 30, 2021

Portfolio Holdings for Wealthgate Family Office

Wealthgate Family Office holds 53 positions in its portfolio as reported in the September 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) 42.6 $28M 64k 430.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.8 $6.4M 127k 50.01
Evercommerce (EVCM) 8.2 $5.3M 324k 16.49
Ishares Tr U.s. Fin Svc Etf (IYG) 6.3 $4.1M 22k 188.19
Ishares Tr Msci Eafe Etf (EFA) 4.2 $2.7M 35k 78.00
Wisdomtree Tr Europe Hedged Eq (HEDJ) 3.5 $2.2M 30k 76.06
Ishares Tr Hdg Msci Eafe (HEFA) 3.0 $1.9M 56k 34.39
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $1.7M 7.7k 222.03
Ishares Tr Msci Usa Min Vol (USMV) 2.2 $1.4M 19k 73.49
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.6 $1.0M 20k 50.74
Goldman Sachs (GS) 1.4 $893k 2.4k 378.07
Ishares Tr Ishares Biotech (IBB) 1.3 $845k 5.2k 161.60
Coinbase Global Com Cl A (COIN) 1.2 $776k 3.4k 227.50
Roblox Corp Cl A (RBLX) 1.0 $657k 8.7k 75.53
Uber Technologies (UBER) 0.9 $611k 14k 44.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $543k 2.0k 272.86
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.8 $534k 11k 49.55
Fox Corp Cl B Com (FOX) 0.8 $533k 14k 37.10
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.8 $501k 10k 50.10
Dlocal Class A Com (DLO) 0.8 $498k 9.1k 54.53
Roku Com Cl A (ROKU) 0.8 $491k 1.6k 313.54
Apple (AAPL) 0.7 $486k 3.4k 141.44
Ishares Gold Tr Ishares New (IAU) 0.6 $411k 12k 33.38
Alphabet Cap Stk Cl C (GOOG) 0.6 $400k 150.00 2666.67
Microsoft Corporation (MSFT) 0.5 $337k 1.2k 281.77
Invesco Exch Traded Fd Tr Ii Dwa Smlcp Ment (DWAS) 0.5 $316k 3.6k 87.78
Ishares Tr Core Div Grwth (DGRO) 0.4 $266k 5.3k 50.19
Amazon (AMZN) 0.3 $223k 68.00 3279.41
Ishares Tr Core S&p500 Etf (IVV) 0.3 $207k 480.00 431.25
Select Sector Spdr Tr Financial (XLF) 0.3 $180k 4.8k 37.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $162k 410.00 395.12
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $143k 355.00 402.82
Select Sector Spdr Tr Communication (XLC) 0.1 $79k 984.00 80.28
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $74k 413.00 179.18
Vanguard World Fds Financials Etf (VFH) 0.1 $71k 757.00 93.79
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $70k 547.00 127.97
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $62k 632.00 98.10
Vanguard Index Fds Small Cp Etf (VB) 0.0 $29k 133.00 218.05
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $21k 132.00 159.09
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $14k 107.00 130.84
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $14k 170.00 82.35
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $12k 120.00 100.00
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $12k 169.00 71.01
Select Sector Spdr Tr Energy (XLE) 0.0 $7.0k 140.00 50.00
Vanguard World Fds Industrial Etf (VIS) 0.0 $5.0k 29.00 172.41
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $5.0k 71.00 70.42
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $4.0k 55.00 72.73
Ishares Tr Tips Bd Etf (TIP) 0.0 $4.0k 35.00 114.29
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $3.0k 116.00 25.86
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $3.0k 169.00 17.75
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $3.0k 14.00 214.29
Vanguard World Fds Materials Etf (VAW) 0.0 $2.0k 13.00 153.85
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $2.0k 16.00 125.00